The SWMG Team

Gary is the lead Financial Advisor of Sound Wealth Management Group of Janney Montgomery Scott LLC. He has provided comprehensive financial planning and investment management services for individuals and institutions since 1997. Prior to joining Janney, he held the position of Managing Director, Senior Vice President of Investments and was a Chairman’s Council member in the wealth management division of Raymond James.

Gary is an Accredited Investment Fiduciary® (AIF®) who is always willing to share his knowledge regarding the importance of sound money management. In this capacity, he has been a frequent keynote speaker at financial advisor forums on investment management. Throughout his career, he has received numerous awards as a top performing financial advisor and takes pride in being a valuable resource for industry professionals, peers, and clients. Gary’s approach to investing centers around comprehensive goal planning coupled with sound fundamentals to obtain quality outcomes for his clients.

Gary has a diverse background that provides him with the business acumen to make a significant, positive impact in the lives of his clients. As a young man, Gary developed a successful music production company in New York/New Jersey, Nebraska, and Florida. After completion of his advanced degree, Gary held a variety of positions at AT&T, including Director of AT&T of Puerto Rico and the Virgin Islands, and Director of the Center for Executive Education and Development. Gary was subsequently recruited by a burgeoning technology company known as Paging Network, Inc. (PageNet) where he held a number of executive positions including a presidential role. During Gary’s tenure at PageNet, it became a Fortune 200 company and the largest wireless company in the United States.

Gary resides in South Florida with his wife, Jackie, and their three boys. He and his family are very active in the community including working with Vickers House, Grandma’s Place, The Samantha & Ashley Housel Medical Fund, and Bright Blue Bicycle Foundation — a charitable organization that Gary’s then 9-year-old son founded to “help children in need and give back to the community.”

Born into a family of investment bankers broker/dealer owners, and with nearly two decades of experience in the financial services industry, Brandon’s knowledge in the equity, fixed income, and derivatives markets is appreciable. He enjoys using his considerable knowledge to help individuals, private enterprises, and foundations create customized wealth management plans and the portfolios necessary to pursue them.

Prior to joining Janney, Brandon worked in similar capacities at Raymond James, UBS, and Merrill Lynch. Antecedent to working in wealth management, Brandon spent several years on an equity trading desk where he developed the discipline and process that have become the foundation for the SOUND Wealth Management Group’s approach to client’s wealth management goals. His approach utilizes both fundamental and technical analysis methods - in conjunction with multiple respected research analysts - to develop client-specific wealth strategies, which enable the pursuit of investment objectives in a suitable manner for each individual or entity.

Brandon received his Bachelor of Business Administration with a minor in marketing from Florida Atlantic University. Prior to receiving his degree from FAU, he attended the laudable A.W. Dreyfoos School of the Arts in West Palm Beach, Florida with a concentration in percussion/drums and performed in concert, orchestral, jazz, and rock bands. He continues to play a variety of instruments, with an affinity for guitar.

Outside of the office, Brandon is actively involved with Take Stock in Children Palm Beach County and is a former board member of the Dreyfoos School of the Arts Foundation.

Some of his hobbies include cycling, gardening, practicing vinyasa yoga, and writing and recording rock and children’s music.

He lives in Palm Beach Gardens with his wife and their two sons.

Molly works in pursuit of bringing SOUND Wealth Management Group’s brand to life. She accomplishes this by developing meaningful strategies behind our marketing and client support efforts that are in line with our unique approach to doing business.

Growing up a Florida native and Palm Beach local, Molly earned her bachelor’s in Public Administration right in her own backyard at Florida Atlantic University. In the years following graduation, she first flexed her marketing talents in a role with PGA of America as the Administrative Coordinator of their charitable foundation. She then made an industry jump over to the world of finance where she continued to develop professionally in a split role with Baird Private Wealth Management as their Client Specialist and as Assistant to the Market Director. She obtained her Series 7 and Series 66 licenses during her time with Baird.

Molly surrounds herself with nature as often as she can. On any given day off, you can find her exploring the coastline or getting lost on a hiking trail with her three Australian Shepherd pups, Archer, Ozzie, and Zelda. When she is not chasing the sun, she can generally be found spending quiet days at home tending to her plants or devouring her next book. Molly & her family reside in West Palm Beach, Florida in their very own urban jungle.

Adita is the administrative and operational team member of SOUND Wealth Management Group where she plays an integral role in ensuring seamless day-to-day operations and exceptional client experiences.

With over a decade of experience in the financial services industry, Adita has developed extensive expertise through her roles in boutique private wealth management, advisor support at TD Ameritrade, and donor relations for a variety of non-profit organizations. Her diverse experience has honed her skills in delivering stellar five-star client service and prioritizing client investment needs with the utmost care and professionalism.

Originally from Lithuania, Adita was raised in Boston and pursued her undergraduate degree in Business Administration at Northeastern University. Her academic background, combined with her practical experience, has equipped her with a strong foundation in business and financial management.

For the past ten years, Adita has made Palm Beach County her home. She enjoys engaging in seaside activities, cultivating her own organic garden, and spending quality time with her daughter. Together, they are actively involved in volunteering with local philanthropic charities, contributing to the betterment of their community.