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Our goal is to be the primary support for our clients in defining and reaching their long term financial goals. We aim to help our clients be at peace – to sleep well at night.
Working with clients to create (and regularly revise) their Financial Plan provides us with the opportunity to get to know them better - their needs, their goals, their fears and what really matters to them so that they can feel confident, not only about their current financial life, but also about their financial goals, whatever that means to them and the people they care most about in this world.
This Financial Plan becomes the roadmap we follow in all our investment and planning decisions.
Awards
Our Team
Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.
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James J. McKenna, Jr., CLTC®, AWMA®, CEPA®
Executive Vice President / Wealth Management, Complex Manager
James J McKenna, III
Financial Adviser Associate
Bill Flynn
Financial Advisor
Christine Hartman
Senior Registered PCA
Michael Fino
Branch Operations Assistant
Jill D'Angelo
Senior Registered Private Client Associate
Kathleen McKenna, CFP®, CLTC®
Wealth Planning Associate
Emily Suarez
Private Client Associate
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.
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.
Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Meet the Team
Meet the Team
Meet our team and discover how a family-first approach shapes the way we serve our clients.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 05, 2026
Our TEAM was thrilled to support The Miriam Hospital in the celebration of their Centennial! We had the privilege of walking through this community hospital and seeing the improvements they are making. The story of how they came to be one hundred years ago is heart-warming! https://www.miriam100.org/
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
April 20, 2026
I’m excited to welcome LaCroix Wealth Management to our Roanoke office. Coming from Merrill Lynch, the team is led by Financial Advisor Brandon LaCroix and manages nearly $400 million in client assets.
Their decision reflects what we’re hearing from many advisors — a desire for accessible leadership, fewer internal hurdles, and a platform that supports how they want to serve clients and grow their practice.
If you’re thinking about what your practice could look like with fewer constraints and more support, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/04/17/janney-welcomes-lacroix-wealth-management-in-roanoke--virginia
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.