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Never about us. Always about you.
Never about us. Always about you.
The Old Line Complex
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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Why Janney
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.
Marketing Support
We know that Marketing is a key component of an advisor’s business plan. Janney’s Marketing & Corporate Communications team is your resource and partner to reach your audience and grow your business.
A Culture Focused on You
At Janney, you’re more than a number. You’re a valued partner—and your success matters.
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.
The 2026 "Bowling on the Beltway"
For the fourth year, The Old Line Complex brought together colleagues, friends, and community partners for Pins for a Purpose, our annual bowling event benefiting Special Olympics Maryland.What started as a friendly “Battle of the Beltway” has grown into an annual tradition centered on friendly competition, connection, and giving back. This year’s event once again brought teams together on the lanes to support Special Olympics Maryland and its mission to create opportunities to connect through sports, inclusion, and community.We’re grateful to everyone who bowled, donated, sponsored, and helped make the fourth annual event another memorable one. Thank you for continuing to support a cause that means so much to our team and our community.
The 2025 "Bowling Battle of the Beltway"
For the third year, the Old Line Complex is proud to raise funds in support of Special Olympics Maryland — an incredible organization that empowers individuals with intellectual disabilities through sports, inclusion, and community.A special thanks to our friends at First Trust for sponsoring the DC event and Scott Gunderson from TriState Capital for sponsoring the OLC event! So far, the OLC raised $10,800 (including Janney match)! If you have yet to donate or wish to donate more, feel free Pins for a Purpose 2025 - Campaign
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
Janney News
Janney Advances Growth Strategy with Appointment of Kathy Capuano as Head of Advisor Recruiting and Market Growth
She brings extensive experience placing top financial advisors across the industry.
Janney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex Director
Ned Kennedy to Lead Expansion and Advisor Recruitment in Key Midwest Market
Janney Adds 12 Financial Advisors in First Half of 2024
Adds over $2.2 billion in assets under advisement to Private Client Group.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Managing Finances in a New Marriage: A Checklist for Newlyweds
Marriage is more than a milestone—it’s a meaningful opportunity to align your financial lives and build a shared foundation. Use this checklist to coordinate accounts, clarify goals, and position yourselves to Plan for More together.
5 Top Cybercrime Trends—and How to Protect Yourself
From smart homes to digital wallets, more of our financial lives now live online. While technology creates convenience, it also creates opportunities for cybercriminals. Staying informed about evolving threats—and taking proactive steps—can help you protect one of your most precious assets: your personal and financial information. Here are five cybercrime trends to keep on your radar.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.