Our Team
The Southwoods Investment Group takes a comprehensive approach to investing using a process to learn about the client’s current financial situation, and the objectives they would like to meet later in life. The team works with each client to set realistic goals, and designs a plan that works to not only achieve those objectives but also to consider the daily income needs of the investor and their family. Each member of the Southwoods Group is equipped with the knowledge, and experience to structure and maintain a plan with diversified investments that are the most appropriate for the client. The team also uses the resources available at Janney Montgomery Scott to provide quality guidance to their clients. The professionals in Janney’s Wealth Management Department offer unique investment products and services for a complete wealth management experience.
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Scott A. Wilson
Executive Vice President / Investments, Financial Advisor
Paul J. Murray, CFP®
Executive Vice President / Investments, Financial Advisor
Jonathan A. Sefcik, CLTC®
Assistant Vice President / Investments, Financial Advisor
Daniel G. Smith
Vice President / Wealth Management, Financial Advisor
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
In The Community
The professionals at Janney live and work in over 100 regions across the country - from large metropolitan areas to small towns.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
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.
Up Next: The Washington Update with Jeff Bush
A nonpartisan overview of the political environment, prospective legislation, and strategies for investment and retirement planning.
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?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 28, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.