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.
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?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
August Investment Perspectives
In this issue we discuss whether the big banks are seeing the big picture, the hidden fees lurking in one’s bond basket, and what the factors are that will move the market in the future.
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.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.