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.

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.

SWM Participates in 2024 Atlanta Community Food Bank Hunger Walk

The SWM team along with family and friends joined in on the 2024 40th Annual Atlanta Food Bank Hunger walk. It was a beautiful but windy day in Atlanta. Each team member walked the 5k through the downtown Atlanta in support of raising awareness to hunger in our community.

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.