- Spend time understanding your financial concerns.
- Work with you to create a customized plan tailored to fit your unique needs.
- Guide you through changes to your plan, as your needs change.
- Make appropriate investment recommendations.
- Review your performance relative to your financial goals.
- Provide you with current research and fresh ideas.
For more than 25 years, Marcy has focused on providing comprehensive guidance and superior service on a wide array of financial, investment and retirement planning matters to individuals, families, retirees, and professionals who are concerned with maintaining their lifestyle from now through retirement. Attracted to the firm's size and client-focused approach, she joined Janney in 2009.
Marcy's business philosophy is to help clients attain their financial goals through each stage of life. To do this, she completes a customized comprehensive investment plan after listening to each client and focusing on their individual needs and goals. She uses her experience in finance and relevant market data, and works together with experienced financial experts at Janney. Marcy has dedicated her career to helping clients manage their financial needs and is committed to delivering personalized service to each client.
Marcy holds her bachelor's of science degree in Finance and Economics from York College of Pennsylvania, as well as her Series 7, 63, 65 and insurance licenses. She has also earned the prestigious designations of Accredited Wealth Management Advisor® (AWMA®) from the College for Financial Planning and Retirement Income Specialist (RIS).
Marcy resides in Lancaster, Pennsylvania with her husband and daughter. The family likes to travel and spend time outdoors. Marcy also finds time to volunteer at Lancaster Mennonite School and at Keystone Church.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.
Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.
Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.
Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.
As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.
Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.
In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.
His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.
He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association