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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Brendan Flaherty
CFP®, CIMA®, Complex Director / 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
Carney Peterson Wealth Management Group
of Janney Montgomery Scott LLC
Robet Dunkley
Assistant Vice President/ Wealth Management, Financial Advisor
Ewanouski Wealth Management Group
of Janney Montgomery Scott LLC
Flaherty Cummings Day Wealth Management
of Janney Montgomery Scott LLC
Hassett Wealth Management
of Janney Montgomery Scott LLC
McKenna Family Wealth Management
of Janney Montgomery Scott LLC
David Matarese
PFS/CFP®, CPA Senior Vice President/Wealth Management
Murdoch Scanlon
of Janney Montgomery Scott LLC
Sound Financial Advisors
of Janney Montgomery Scott LLC
Salvatore J. Tocco IV
CRPC®, Vice President / Wealth Management, Financial Advisor
Supported by
Operations & Private Client Associates
Why Janney
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.
Marketing Support
We know that Marketing is a key component of an advisor’s business plan. Janney’s Marketing & Corporate Communications team is your resource and partner to reach your audience and grow your business.
A Culture Focused on You
At Janney, you’re more than a number. You’re a valued partner—and your success matters.
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
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.
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: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
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
Address:
Phone:
Email:
Warwick, RI
South Kingstown, RI
Phone:
401.515.4300
Email:
pcummings@janney.com
Hingham, MA
Phone:
781-982-8668
Email:
jjmckenna@janney.com
Osterville, MA
Falmouth, MA
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.