News and Commentary
Workshops
Proft & Loss Workshop
In November, Janney's Pittsburgh Complex hosted a Profit & Loss Workshop for Branch Managers.
Strategic Marketing Workshop
In September, Janney’s Pittsburgh Complex hosted an internal workshop for our Private Client Group team members focused on strategic marketing for their practices.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 17, 2024
Janney Pittsburgh has experienced and talented support Staff.
Meet Patti Smith
Patti Smith has been taking care of the details since she began her investment career nearly 20 years ago, and she’s proud to do so as the Registered Private Client Associate on the Janney Montgomery Scott team in New Castle.
Her investment experience began at National City Bank in their licensed banker program, where she obtained certifications in Life and Health and Series 6 and 63.
At Home Savings and Loan Company, Patti gained her Series 7 as the Department Specialist for the Home Investment Services program. She helped the program grow by training over thirty licensed bankers, and attending to compliance and administrative tasks for the program manager and the team of financial advisors and licensed bankers.
Patti also worked as a financial advisor at Huntington Investments and Talmer Financial, before joining Janney. She is a Youngstown State University graduate (Go Penguins!) with a degree in marketing/management.
In her free time, Patti loves to drive her Corvette as a member of the Shenango Valley Corvette Club. She also enjoys a round of golf and when the weather turns cold, she likes to lend a hand to the Youngstown Symphony Society, New Life Bread Basket and Fish Samaritan House.
Janney News
Janney Adds 27 Experienced Financial Advisors in 2023
Adds over $3.5 billion in assets under advisement to Private Client Group.
Janney Expands Investment Banking Platform with Acquisition of TM Capital
Adds M&A Advisory Expertise Across the Business Services, Industrials, Healthcare, and Consumer Sectors.
Tony Miller Named President of Janney Montgomery Scott
Tony joined Janney in 2002 and has held progressive leadership roles, including most recently as interim President.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.