Who We Are

Our Team

Jeff Schultz, CFP®

Executive Vice President / Wealth Management, Financial Advisor

E. Clarke Williams Jr. ChFC®

Financial Advisor

Kevin McKane, CFP®, CRPS®

Senior Wealth Planning Associate

Caroline Ballou

Private Client Associate

Awards

Jeff Schultz Recognized as a Forbes Best-in-State Wealth Advisor

For the 15th time, Forbes recognizes Jeff Schultz as a Best-In-State Wealth Advisor.

Jeff Schultz Recognized as a Forbes Best-in-State Wealth Advisor

Congratulations to Jeff on this prestigious recognition by Forbes!

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

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.

Jeff chairs & SWM supports the 2025 Atlanta Community Food Bank Full Course Classic

This spring, I was honored to serve as the Chair of the Atlanta Community Food Bank 2025 Full Course Classic where we set a fundraising record, helping those in the community who are experiencing food insecurity. Hope to see many of you next year! To learn more about the event: https://bit.ly/4kdfRb3

SWM Supports the 28th Annual Atlanta Women's Foundation Annual Numbers Too Big To Ignore Luncheon

Our team was thrilled to attend The Atlanta Women's Foundation 28th annual Numbers Too Big To Ignore Luncheon

SWM Supports The Atlanta Community Food Bank

A focused Board can make changes.

About Janney

With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.