Our Team
Rick Kearney
Vice President / Wealth Management, Branch Manager
Wilson Wealth Advisory Group
of Janney Montgomery Scott LLC
Kleinman Wealth Management
of Janney Montgomery Scott LLC
Donald Wall, Jr.
Financial Advisor
The Butera Jordan Bender Hendricks Group
of Janney Montgomery Scott LLC
Susan A. Whitesell, CRPS®, CRPC®, RIS, AWMA®, CLTC
Vice President/Investments, Financial Advisor
Jason J. Wood, CLTC
Financial Advisor
Lagana Wealth Advisory Group
of Janney Montgomery Scott LLC
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
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.
Shredding Picnic
Our clients joined us for a Shredding Picnic at our Scranton Office to clean out unwanted documents.
Wilkes-Barre Grand Opening
In April 2022, we opened the doors to our new location in Wilkes-Barre, PA!
Empowerment - Women's Leadership Conference
Janney was a proud sponsor of the Empowerment Women's Leadership Conference.
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
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.