Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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David Varela
Senior Vice President/Investments, Complex Manager
Cynthia E. Morris, CLTC®
Resident Manager, Financial Advisor
Daniel J. Honan of the Honan Group
Executive Vice President / Wealth Management, Financial Advisor
Nellie Honan, CFP®, AWMA® of the Honan Group
Assistant Vice President, Wealth Management, Financial Advisor
Kelsey Getchell
Registered Private Client Associate, Business Productivity Specialist
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
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.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 28, 2026
October Investment Perspectives
Our Investment Strategy Group's latest Investment Perspectives shares insights on Japanese equities, the current rate-hike cycle, and what October’s history could mean for markets today. Read the October report today.
October 27, 2026
The Benefits of Transferring Wealth During Your Lifetime
Building a legacy doesn’t always have to wait.
Giving during your lifetime may provide an opportunity to support loved ones when it matters most, start meaningful conversations, and experience the impact of your generosity firsthand.
#EstatePlanning #LegacyPlanning #Janney
October 22, 2026
Fundraising for Nonprofit Organizations, Bottle Return Drives – CLYNK
We love using Clynk for our deposit bottles at work to contribute to our favorite charities, like Girls on the Run- Maine, Animal Refuge League of Great Portland, and The Root Cellar.
https://www.clynk.com/partner-with-us/clynk-to-give/
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.