Home page hero banner
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.
... Read more.
Read less.
Brendan Flaherty
CFP®, CIMA®, Complex Manager / Senior Vice President / Wealth Management, Financial Advisor
Edmund "Ted" M. Broomhead
Vice President / Private Client Group, Financial Advisor
Brownstone Wealth Management
of Janney Montgomery Scott LLC
Flaherty Cummings Group
of Janney Montgomery Scott LLC
Hassett Wealth Management
of Janney Montgomery Scott LLC
Joseph Kettelle
Vice President / Private Client Group, Financial Advisor
Salvatore J. Tocco IV
CRPC®, Vice President / Wealth Management, Financial Advisor
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.
Janney has more than 190 years of experience providing comprehensive financial advice and high quality service to individuals, families, corporations, and institutions.
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.
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
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
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
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.
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
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.
May 15, 2024
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.
In this issue we discuss reduced pessimism toward European equities, real yields, and whether an S&P 500 high is still ahead.
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information