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.
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John E. "Jay" Atkinson
Vice President / Investments, Financial Advisor, Branch Manager
RCR Wealth Advisors
of Janney Montgomery Scott LLC
Michael S. Federico
Vice President / Wealth Management, Financial Advisor
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
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
