The Wilkes Sports Group

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
 
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Reginald W. Wilkes
Senior Vice President / Wealth Management, Financial Advisor
About Reginald
Before launching his financial services career, Reggie enjoyed a decade-long professional football career with the Philadelphia Eagles and the Atlanta Falcons. During his playing days, Reggie also worked in the financial services industry and realized that a wide gap existed in serving the financial needs of successful minorities, women, and fellow athletes. In 1999, Reggie founded a company that provided a full range of wealth and lifestyle management services to professional athletes and entertainers. Later, he served as Managing Director and Partner of a venture capital firm that invested in minority-owned and women-owned businesses that often struggled to obtain financing. After selling the company, Reggie began his career as a Financial Advisor with a background in private equity and a desire to serve clients whose achievements have brought them significant wealth.
 
Today, Reggie maintains a rich network of connections throughout the sports and business community, while also serving physicians, attorneys, and business owners. For all clients, he takes the time to fully understand and appreciate clients’ situations and motivations—and what holds the greatest meaning in their lives.
 
In the investment, sports, and entertainment fields, Wilkes takes a disciplined approach he calls “financial-and-lifestyle.” He serves multiple professional football and basketball players and their families —from early “bonus-signing” days, to years of paychecks, to what are often challenging physical and emotional retirement transitions.
 
Having grown through referrals from athletes, agents and business leaders, Wilkes is devoted to building personal connections with clients. To help align the financial planning objectives for clients he facilitates meetings and required communications with their attorneys and accountants. Reggie holds the Series 7, 63, 65 and Life Insurance licenses.
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Tyrone K. McClain, MSF, ChFC®, RICP® & CLU®
Senior Registered Private Client Associate
About Tyrone

Prior to joining Janney Montgomery Scott, Tyrone spent 8 years at JPMorgan Chase in the Private Bank operations center. From there, Tyrone enhanced his retail brokerage experience by joining Scottrade where he worked as an investment consultant for 2 years before joining Merrill Lynch. At Merrill Lynch, Tyrone was able to leverage his private client experience from JPMorgan and his brokerage knowledge from Scottrade allowing him to team up with Reginald Wilkes and assist in developing the sports management practice. After close to 5 years with Merrill Lynch, Tyrone joined Reggie at Janney Montgomery Scott where they continue to grow by offering the highest level of services and solutions tailored to fit the unique needs, preferences, and goals of clients.


Tyrone is FINRA registered series 7, 63, and 65 with a B.S. Business Studies in Business Finance and a Master of Science in Finance from Southern New Hampshire University, along with the ChFC®, RICP® & CLU® from the American College. 

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Andrea Smith, AWMA™ CFP®
Financial Advisor
About Andrea

Andrea is passionate about serving individuals and institutions, and giving them the confidence and control to know they are on the right path. As a Certified Financial Planner™ (CFP®) professional, she guides her clients in all aspects of financial planning including, retirement planning, investment management, risk management, estate planning, and charitable giving.

 

Andrea’s specialty is offering a highly personalized and disciplined approach to financial advice and investment management to individuals in professional and creative careers, business owners, and non-profit institutions. She joined Janney in 2008 and spent her first 10 years managing the research, creation and distribution of top private wealth management strategies for Janney clients and educating Janney Financial Advisors on those strategies. Prior to joining Janney, Andrea spent 15 years in corporate finance and business consulting roles with several companies including IBM and Wells Fargo.

 

She received her undergraduate degree in Finance from Howard University and an MBA from LaSalle University. Andrea holds FINRA Series 7 and 66 licenses, Life, Health and Disability Insurance licenses and received the Accredited Wealth Management Advisor℠ (AWMA) designation from The College for Financial Planning. She is co-lead of Janney’s MOSAIC Employee Resource Group, an active member of the Janney Women’s Interactive Network and serves as Treasurer on the boards of the Center for Emerging Visual Artists and The Common Market, both based in Philadelphia.

 

Andrea is a mother of two daughters and lives in Philadelphia, PA. In her spare time, she enjoys being a basketball and stage mom. She loves art, music, interior design and spending time with her extended family and friends.

Supported By

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.

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Debra Roey
Vice President, Retirement Plan Services Director
About Debra

Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.

 

Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.

 

Debra earned a B.A. in Business Administration from Rutgers University.

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Greg Drahuschak
Market Strategist
About Greg

Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.

 

Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.

 

Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts. 

 

He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.

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Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

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.

 

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Jack Cintorino
Vice President, Senior Financial Planner
About Jack

Jack Cintorino, based out of the Alexandria, VA branch, provides assistance and support in many aspects of financial planning to Janney’s Financial Advisors and their clients. Prior to joining Janney, Jack was employed at AXA since October 2012 as Director / Lead Manager and Senior Case Design Consultant focusing on Estate and Charitable Planning. He holds a BA degree from State University of New York at Stony Brook, and Juris Doctor (JD) degree from Touro College School of Law.

 

Jack has been a featured guest on a cable television investment program, has had several articles published within the industry, and has been a guest speaker at numerous industry and public seminars.

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Kim (Termine) Beil, CFP®
Vice President, Director of Managed and Insured Solutions Group
About Kim

Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.

 

Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.

 

A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.

 

In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.

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Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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

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Mike Halloran, CFA
Equity Strategist
About Mike

Mike Halloran serves as an Equity Strategist in Janney’s Investment Strategy Group. Bringing over 20 years of financial service experience to Janney’s established team of professionals, Mike analyzes all asset classes with particular emphasis on equity research.

 

Prior to Janney, Mike was Vice President of Market Strategy for BPU Investment Management Group, and was responsible for the development of the firm’s global outlook and implementation of numerous investment strategies. His previous experience includes performing equity research for large cap core and growth mutual funds, and working in PNC’s investment banking organization supporting M&A, high yield, private placement, loan syndication, and derivative security transactions. He is also an adjunct finance professor and former aerospace research engineer.

 

Mike received his B.S. in Mechanical Engineering from the University of Pittsburgh, M.B.A. from Carnegie Mellon University and his M.S. in Mechanical Engineering from the University of Florida. He also holds the Chartered Financial Analyst (CFA) designation.

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Shurdonna S. Joseph, CFP®
Vice President, Director of High Net Worth Consulting
About Shurdonna

Shurdonna serves as Vice President and the Director of Janney's High Net Worth Consulting Group. She provides comprehensive solutions designed to effectively address complex issues to help high net worth individuals and families, business owners, corporate executives, professional athletes, and others meet their goals and objectives.

 

Most recently, Shurdonna served as Assistant Vice President & Senior Financial Planner, supporting the advanced financial planning efforts for the Firm's Mid-Atlantic region. She also supported Janney’s clients in achieving their financial goals, provided subject matter expertise, and coached Janney's Financial Advisors and their clients through all aspects of financial planning. Together, they formulate comprehensive financial plans outlining estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.

 

Shurdonna has more than 15 years of progressive experience in the investment management industry. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial planning services to clients with significant wealth. Shurdonna also served in Vanguard’s Education Savings Group, focusing on 529 plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of its Accelerated Leadership Development Program.

 

Shurdonna earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses.

 

She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.

 

Shurdonna is an active leader in her region's nonprofit community. She is a board member and a member of the finance, DEI, and strategic planning committees of Philadelphia's Magic Gardens mosaic art environment. She’s also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.

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