Who We Are
Our Team
"Surround yourself with good people. People who are going to be honest with you and look out for your best interests." -Derek Jeter 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.
Thomas J. Urban
Senior Vice President / Wealth Management, Complex Manager
Barry Falk
First Vice President / Investments, Financial Advisor
Thomas J. Urban, Jr.
Financial Advisor
Samer Alnaham
Branch Operations Manager
Richard F. Scamorza
Senior Registered Private Client Assistant
Tricia Flejter
Private Client Associate
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.
2023 Susan G Koman MORE THAN PINK Walk
Tricia participated in this year's walk in West Palm Beach. She joined team McConville in support of a fellow gym member at Hard Exercise Works. It was an inspiring walk in beautiful downtown West Palm Beach to acknowledge and recognize warriors of breast cancer. This event raised approx $500,000.
15th Annual Festival of Trees and Lights
Janney Montgomery Scott's Stuart and Palm Beach Gardens Branch participated in the Festival of Trees & Lights, sponsored by Tykes & Teens to benefit children's mental health. Lauren and Barb from our Stuart office decorated Janney's tree in this year's theme "Classic Christmas Charm"
Clothing Drive for Salvation Army
The Palm Beach Gardens Office collected and donated clothing to the Salvation Army. This event was hosted by Janney's Early Career Professionals Group with numerous branches participating in this two week event.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
