March 06, 2026
My Net Worth
The best plans start with a complete view. My Net Worth helps bring your finances together—so our conversations can focus on what matters most to you. Let’s #PlanForMore.
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 26, 2026
I’m pleased to welcome Frank Subasic to Janney as Complex Director for the new Coastal Carolina Complex. With more than 30 years of experience, Frank will help drive Janney’s growth across coastal North and South Carolina by focusing on supporting Financial Advisors and recruiting experienced professionals to the firm.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/01/26/frank-subasic-joins-janney-as-coastal-carolina-complex-director
December 08, 2025
I’m excited to welcome Financial Advisors Al Grenert and Michael Smith to Janney. The team joins our Charlotte, North Carolina office from Wells Fargo with more than 50 years of combined industry experience.
Are you looking for the right fit for your practice? Let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/12/08/two-experienced-financial-advisors-join-janney-in-charlotte--north-carolina
December 01, 2025
I’m excited to welcome Financial Advisors Jason and Wayne Thompson to Janney. The team joins our Florence, South Carolina office from Ameriprise with more than 50 years of combined industry experience.
If you’re looking for a firm where you have the flexibility to run your practice with the tools, people, and culture that truly puts the clients at the center of every decision, let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/12/01/janney-welcomes-two-financial-advisors-in-florence--south-carolina
November 13, 2025
Please join me in congratulating Ed Bartlett, the complex leader for our Roanoke and Harrisonburg Virginia offices on this much deserved recognition. Ed would say that this achievement was a team effort and to that end congratulations and thank you to everyone in both our Harrisonburg and Roanoke offices for all you do in service to your clients. I am proud of each of you! - Andy
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
March 07, 2025
Podcast: Keeping a Unique Culture During a Phase of Growth
What makes Janney a top destination for advisors? Kevin Reed, President of Janney’s Private Client Group, joins Tony Sirianni on the AdvisorHub Podcast to discuss what sets Janney apart.
https://www.advisorhub.com/resources/keeping-a-unique-culture-during-a-phase-of-growth/
March 07, 2025
Another great team joins Janney. I’m excited to welcome Duggan Faires Investment Partners, a three-person team formerly with Truist, to our growing Atlanta office. Learn more about the team and their decision to join Janney. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/03/06/duggan-faires-investment-partners-joins-janney-in-atlanta
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 18, 2025
Spotlight On: Andy Kistler, Southeast Regional Director & Senior Vice President, Janney Montgomery Scott LLC
In an interview with Invest:, Andy Kistler, southeast regional director & senior vice president at Janney Montgomery Scott LLC, highlighted the firm’s growth, while emphasizing the importance of personal relationships and technology integration in the financial services industry. Read more: https://capitalanalyticsassociates.com/spotlight-on-andy-kistler-southeast-regional-director-senior-vice-president-janney-montgomery-scott-llc/
December 23, 2024
The momentum continues to build at Janney Montgomery Scott. Come join us in 2025. Happy New Year!
November 19, 2024
We’re pleased to welcome Financial Advisor Bob Stiles to our Charlotte, North Carolina office. Formerly with Baird, Bob’s addition continues our growth in the region and overall recruiting momentum as advisors continue to seek a firm like Janney, with award-winning resources, advisor-centric culture, and independence to run their practice their way. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2024/11/19/financial-advisor-bob-stiles-joins-janney-in-charlotte
