Recent Updates

The Pittsburgh Complex hosted a client event at the National Aviary. Clients enjoyed the beautiful view of the surrounding park, the oldest one in Pittsburgh and Lake Elizabeth and a tour of the National Aviary's immersive habitats. Clients were also greeted by two animal encounters, an owl and a Penguin by the name of Patrik. The habitat also included a tour of eagles, unique birds and a sloth that put a great show for our clients.

Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.

Janney Pittsburgh has experienced and talented support Staff. Meet Rita Endler Rita joined the Beaver office in March 2018 and assists our advisors in providing the excellent service our clients have come to expect and deserve. She applies her computer skills in opening new accounts, processing various client requests, and updating the databases we maintain. Rita earned a Bachelor of Science degree from Indiana University of PA with a major in marketing. She recently passed the Series 7 and Series 66 exams and is now a fully registered employee. She has experience as a customer service rep and also worked for a number of years in child development, utilizing her Post-Baccalaureate teaching certificate from Drexel University. When she is not working here or walking her beloved dog Daisy, Rita enjoys teaching yoga classes at the Beaver County YMCA.

The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.

Janney's Pittsburgh Complex hosted a Regional Advisory Pricing Workshop for our financial advisors focused on strong pricing of services.

Janney Pittsburgh has experienced and talented support Staff. Meet Chase Alcorn Chase is a highly accomplished Registered Client Relationship Associate who joined Janney's Ligonier office in February 2021, bringing with him a wealth of experience and a strong commitment to client success. With a notable background of two years working alongside a team of financial advisors in Clarion, Pennsylvania, Chase honed his capabilities in face-to-face client interactions, focusing on financial planning and portfolio management. Graduating from Clarion University with a Bachelor's of Science degree in Personal & Corporate Finance and a Minor in Accounting, Chase demonstrated his academic prowess and dedication to his field. Building on his educational foundation, Chase went on to pass several crucial certifications, including the FINRA Series 7 (General Securities), Series 66 (Uniform State Securities), and the Pennsylvania Life, Health, and Disability Insurance Licenses. Furthermore, Chase's commitment to excellence led him to pursue and obtain the prestigious CERTIFIED FINANCIAL PLANNER™️ Professional designation, solidifying his ability to provide comprehensive financial advice tailored to his clients' unique needs and goals. Chase's practice revolves around personalized financial planning, utilizing his keen ability to assess each client's individual circumstances and aspirations. As a Registered Client Relationship Associate, Chase excels in building and nurturing meaningful relationships with clients, offering exceptional support and guidance throughout their financial journeys. Beyond his professional accomplishments, Chase finds fulfillment in his personal life. He resides in Greensburg with his loving wife Emily, their delightful daughters Bella and Blake, and their cherished puppy Miller. In his leisure time, Chase embraces the great outdoors, indulging in hiking adventures with his canine companion. Additionally, he maintains a healthy and active lifestyle through regular exercise. A passionate angler, Chase finds solace and joy in the pursuit of fishing, often returning to the kitchen to share his culinary creations with his beloved family.

What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy. Featuring: Janney’s Investment Strategy Group

Pittsburgh Complex of Janney Montgomery Scott would like to congratulate Financial Advisor, Rob Gleyze. Thank you for 30 years of providing excellent service. We appreciate your hard work and dedication to serving clients!

In April, Janney's Pittsburgh Complex hosted an internal workshop for Private Client Associates focused on enhancing practices to help enhance their team's client service.

Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?

In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.

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.

This Totality Rocks! Pittsburgh Complex branches gathered to watch the total solar eclipse.

Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.

We are honored to share that four Pittsburgh Complex Financial Advisors been named to the 2024 Forbes list of Best-in-State Wealth Advisors. We congratulate Robert Bishop, Lance Scott McCoy, Doug Stirling and Nathan Snyder for their recognition. This demonstrates their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to their clients, for their continued trust and confidence.

Watch Janney Financial Advisors and firm leadership speak about the firm’s financial strength and stability and why it’s important for you and your clients.

Janney Pittsburgh has experienced and talented support Staff. Meet Haleigh Miller Haleigh started her position with The McNamara Investment Group in April 2021. She holds a General Securities Representative registration from FINRA, following her completion of the SIE and Series 7 exams. In October 2022, Haleigh earned the title of Registered Private Client Associate after the completion of the Series 66 exam. Haleigh holds the designation of "Business Productivity Specialist" following her successful completion of Janney's RPCA Development Program in July 2023. Prior to working with Janney, she served as an ITS Help Desk Analyst with Waynesburg University in Waynesburg, Pennsylvania. Haleigh holds a B.S. in Computer Forensics & Security as well as an M.A. in Criminal Investigations, both from Waynesburg University. Haleigh grew up in north-central Pennsylvania before moving to the Pittsburgh area. She currently lives in Washington with her husband, Daniel, and their two labradoodle puppies, Happy and Pooka.

Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program! Featuring Jeff Lanza, Retired FBI Special Agent