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The Providence Office
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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![member-img Brendan's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0c57d46af7a44df088f80717cb9050d5.png)
Brendan Flaherty
CFP®, CIMA®, Complex Director / Senior Vice President / Wealth Management, Financial Advisor
![member-img Edmund's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/04bc231de1f84a988a87fc5a9fbb2b15.jpg)
Edmund "Ted" M. Broomhead
Vice President / Private Client Group, Financial Advisor
![member-img Brownstone's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/970d52db6b92490b9453cfdb618be76d.jpg)
Brownstone Wealth Management
of Janney Montgomery Scott LLC
![member-img Flaherty's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/83007f85718f4ea2bed18f9a4ce53c0d.jpg)
Flaherty Cummings Group
of Janney Montgomery Scott LLC
![member-img Hassett's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/18d9d4546d4c4f4bb3cc91ffd1e69680.jpg)
Hassett Wealth Management
of Janney Montgomery Scott LLC
![member-img Joseph's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/15216e91c53547368c4ba640bbf77aca.jpg)
Joseph Kettelle
Vice President / Private Client Group, Financial Advisor
![member-img Salvatore's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5c3fd957f3d9421a841c640bf08ac951.jpg)
Salvatore J. Tocco IV
CRPC®, Vice President / Wealth Management, Financial Advisor
![member-img Support's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/27357888e96449fa9f3807d9132d40b1.png)
Support Staff
Operations & Private Client Associates
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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Our History
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first.
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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.
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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
The Providence office of Janney Montgomery Scott is proud to support these local causes.
![Rhode Island Veterans Home Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/9a2fee63df5c4400b15f7b63e3491994.jpg)
Rhode Island Veterans Home
The Rhode Island Veterans Home provides quality nursing and residential care to war veterans from RI. They provide services such as social, medical, nursing, and rehab services.
![We Support Our Local Heroes Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b437a44a60bb440cae8469c071ad294c.jpg)
We Support Our Local Heroes
Over the past few months, we've dropped off items to local hospitals to show our support during Covid-19.
![PAAWS RI | Care for Animals Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/24f8f74cd8034e9bb0b7907a4a8509a5.jpg)
PAAWS RI | Care for Animals
PAAWS, Care for Animals and Hands that Heal RI work together to provide rescue/shelter services, medical/rehab care, & assistance to RI residents struggling to care for their pets.
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 2024 Mid-Year Market Update Event Image](/sites/default/files/2024-05/PCG%20-%20June%20Market%20Update%20Virtual%20Seminar%20Image%20-%201033451-0323.jpg)
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
![Recent Event: Cybersecurity Event Image](/sites/default/files/2024-03/iStock-1279862993.jpg)
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
![Recent Event: Tax & Estate Planning Event Image](/sites/default/files/2023-09/PCG%20-%20Oct%20Tax%20%26%20Estate%20Planning%20Virtual%20Event%20-%20Web%20-%201169974-0823.jpg)
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 02, 2024
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 03, 2024
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
The Family Conversation on College Planning
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.
May 15, 2024
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
Janney's 2024 Mid-Year Market Update
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
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
![July Investment Perspectives Research Photo](/sites/default/files/2024-07/iStock-1182811599.jpg)
July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
![Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts Research Photo](/sites/default/files/2024-07/status-and-investment-implications-of-infrastructure-clean-energy-and-semiconductor-spending-acts---web.jpg)
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
![Here’s What You Can Do to Prevent Check Fraud Research Photo](/sites/default/files/2024-07/iStock-865527674.jpg)
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information