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The Banks Group
Our Team
At The Banks Group, we strive to manage our practice as an investment management and financial planning "boutique". Our Team personally develops and provides clients with personalized investment management, financial guidance and retirement planning advice. Janney Montgomery Scott’s history of strength and stability complement our client–centric approach with state-of-the-art capabilities. Building strong relationships is essential to our goal of offering each client the best and most appropriate investment advice. David personally designs the financial and retirement plans, which are the cornerstone for portfolio construction, investment management, and periodic portfolio reviews. Working together with our clients to understand objectives, risk tolerance and goals lead to a process that drives the investment strategy, asset allocation, and plan design.Our clients and their families entrust to our care assets of over $525,000,000 dollars and utilize the group’s knowledge on a wide array of financial and investment matters, including retirement income planning, education funding, estate planning, gifting strategies, and insured solutions. Having extensive experience in and knowledge of the bond markets, our team also assists various non-profit organizations invest an additional $ 250,000,000 in U.S. Treasury, Agency, and Municipal Bonds. Professional advisors and existing clients are the group’s primary source of referrals, which include individuals, families, foundations, endowments, corporations, medical societies and 501(c) (3) organizations. The Banks Group welcomes the opportunity to foster a team approach and often consults with our clients' legal and tax advisors when appropriate. Providing superior service and helping clients achieve long-term success is paramount to our mission.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.

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.

In June: Janney's Mid-Year Market Update
What’s next for the economy and markets?

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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 21, 2025

Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
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 29, 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