Who We Are
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.
... Read more.
Read less.
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
Rodger Goldman
Executive Vice President / Wealth Management, Financial Advisor
Steffy Kaiser
Assistant Vice President, Account Executive
Linda Wall
Senior Registered Private Client Associate
Lori Beardeaux-Proulx
Senior Registered Private Client Associate
Angela Winburn
Senior Registered Private Client Associate
Temple Waltemeyer
Branch Operations Manager
Kristina Bell
Private Client Associate
Garrett Lingle
Senior Registered Private Client Associate
Mady Rose
Registered PCA
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
