Our Team
Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.
Thomas A. Conaghan
Branch Office Manager
Jim Newman, AWMA®
Senior Vice President / Wealth Management, Financial Advisor
Todd Bernstein
First Vice President/Wealth /Management, Financial Advisor
Jeffrey Tidwell, CLTC®
Executive Vice President/Wealth Management, Financial Advisor
Michael Graves, CLTC®
Senior Vice President/Wealth Management, Financial Advisor
John (Jack) Bacon
Senior Vice President/Wealth Management, Financial Advisor
Linda Wall
Senior Registered Private Client Associate
Dawn Bloom
Senior Registered Private Client Associate
Angela Winburn
Senior Registered Private Client Associate
Temple Waltemeyer
Branch Operations Manager
Kristina Bell
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our History
Janney has more than 190 years of experience providing comprehensive financial advice and high quality service to individuals, families, corporations, and institutions.
Private Client Group Support
All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.
Supporting Your Business
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 03, 2023
Our Recruiting Story | The Janney Florida Region | Miami, FL | Janney
https://advisor.janney.com/floridaregion/what-we-do/our-recruiting-story/
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 21, 2023
On Monday, April 10th the Ponte Vedra Beach office had the pleasure to volunteer and sponsor the Annual Child Cancer Fund Golf Tournament which was hosted at the Jacksonville Golf and Country Club. This tournament was established to bring together the community and local businesses to help raise funds for kids and families located in Northeast Florida and Southeast Georgia who are facing the challenges of Childhood cancer.
We want to thank everyone for the tremendous support! What a great day!
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.