Who We Are
Our Team
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.
... Read more.
Read less.

John E. "Jay" Atkinson
Vice President / Investments, Financial Advisor, Branch Manager

RCR Wealth Advisors
of Janney Montgomery Scott LLC

Robin Knipp, AWMA®
Vice President / Wealth Management, Financial Advisor

Ghingher Snouffer Wealth Management Group
of Janney Montgomery Scott LLC

Meredith Lindung Wealth Management
of Janney Montgomery Scott LLC

Towson Partners
of Janney Montgomery Scott LLC

Justin Myers, CFP®
Financial Advisor Associate
Community Involvement

U of MD St. Joe's Medical Ctr.
During the COVID-19 Pandemic the Towson office donated meals to medical staff.

Baltimore Cty Fire Department
Towson office donates meals to local Fire Department during COVID-19 Pandemic.

Sheppard Pratt
The Towson office donated lunch to local hospital, Sheppard Pratt.