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.
David Varela
Senior Vice President/Investments, Complex Manager
Cynthia E. Morris, CLTC®
Satellite Manager
Kelsey Getchell
Private Client Associate
Daniel J. Honan of the Honan Group
Executive Vice President / Wealth Management, Financial Advisor
Nellie Honan, CFP®, AWMA® of the Honan Group
Financial Advisor
Hans Underdahl
Senior Vice President / Wealth Management, Financial Advisor
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.
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: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2023
Kickoff summer this weekend in Portland, Maine
It's officially summer in Portland! This is just one of many events of interest in our neighborhood. Please come and enjoy yourselves. https://www.nationalfisherman.com/kickoff-summer-this-weekend-in-portland-maine
June 01, 2023
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
In this article, explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
June Investment Perspectives
We examine the plausibility of avoiding a recession this year, what happens to the bond market now that the debt-ceiling saga ended, and what's expected to weigh on the stock market this month.
Your Assets are in Good Hands: Resources and Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.