Meet the Urban Private Wealth Team

Thomas J. Urban has a long-standing history of delivering personalized investment strategies tailored to clients’ diverse financial needs. He currently serves as Senior Vice President and Complex Director of Janney’s Palm Beach Gardens and Stuart, Florida offices. Tom joined Janney in 2006, bringing with him financial industry experience that dates back to 1993.

Tom has grown his practice through a steadfast commitment to high-quality, advisory-based services. He takes a comprehensive approach to investment planning, emphasizing well-constructed, asset-allocated portfolios designed to help clients achieve both short- and long-term financial objectives. This disciplined framework enables him to adapt effectively to evolving client goals and changing market conditions. Tom believes his role is to guide and educate clients through what can often be a complex and stressful investment process.

In addition to his advisory responsibilities, Tom has been an active member of Janney’s Branch Manager Council for over a decade and served as its Chair in 2020 and 2021. The Council serves as a vital link between branch leadership and senior management, providing ongoing feedback on firm initiatives and emerging opportunities to ensure branch leadership plays an active role in shaping firm policy.

Tom has been recognized twice as Janney’s Branch Manager of the Year in acknowledgment of his exceptional leadership, commitment to superior client service, and strong community involvement. He has also been named one of On Wall Street magazine’s Top 100 Managers on two occasions.

Committed to giving back to the community, Tom volunteers as a baseball coach in Palm Beach County, where he enjoys mentoring young adults and passing along his knowledge, discipline, and leadership skills both on and off the field.

Barry brings nearly 50 years of industry experience to the Urban Private Wealth team, offering seasoned guidance to clients as their financial needs and goals evolve over time and across generations. He works closely with clients to help adjust portfolios throughout different life stages while supporting the transition of wealth to future generations.

Barry joined Janney in 2002, following a distinguished career that began with David Lerner Associates and included roles at Smith Barney, Paine Webber, and Prudential. He and Tom began working together in 2009, combining complementary insights and experience to build a strong and enduring partnership that has spanned more than 15 years.

Specializing in fixed income investments, Barry brings deep expertise across a broad range of investment solutions, including retirement and insurance planning. He is known for constructing well-designed portfolios tailored to each client’s unique objectives, risk tolerance, and long-term goals.

Thomas (Tommy) joined Janney in 2019 as an intern while completing his studies at the University of Central Florida. He graduated in 2021 with a Bachelor of Science in Business Administration and Finance, with coursework focused on equity and capital markets, organizational management, and investments. Shortly after graduation, Tommy joined Janney full time and quickly made a meaningful impact on the team.

Since joining, Tommy has become fully FINRA licensed, earned his CLTC (Certification for Long-Term Care) designation, and is actively pursuing the CFP® (Certified Financial Planner™) designation—all while serving clients. His education and professional credentials equip him to take a holistic, client-first approach to financial planning, allowing him to provide thoughtful guidance across areas such as retirement planning, estate planning, and investment strategy.

Through his CLTC designation, Tommy is able to address the potential financial, emotional, and physical impacts that extended care needs can have on clients and their families. He works with clients to develop strategies to help mitigate these risks and, when appropriate, recommends long-term care insurance as a funding solution within a broader financial plan.

Samer joined Janney in 2010 and has served as Complex Operations Manager for the Palm Beach and Stuart offices since 2015. In this role, he works closely with Tom Urban developing strong collaborative relationships that extend into supervision and compliance of wealth management practices.

Samer holds a Bachelor of Science in Business Management with a specialization in Finance from East Stroudsburg University. Throughout his tenure at Janney, he has held multiple roles across operations, experience he leverages to enhance office efficiency and client service. With the Urban Private Wealth team he maintains a strong focus on client servicing and financial planning, partnering with financial planning professionals to deliver personalized strategies aligned with each client’s goals.

Samer is also one of the longest-serving members of Janney’s Branch Operations Leadership Council, contributing insights and participating in initiatives designed to drive meaningful improvements for advisors and clients.

Rich has a professional relationship with Tom that spans more than 30 years, dating back to their time working together at Block Financial. He joined Janney in 2007, shortly after Tom became Complex Manager, and they have worked closely together ever since.

In his role as Senior Registered Private Client Associate, Rich supports the team in delivering exceptional client service by managing key administrative responsibilities and providing wealth-related guidance. He takes the time to understand clients’ individual needs and objectives, helping them work toward their financial goals with confidence.

Prior to joining Janney, Rich gained experience across a wide range of industries, including founding and operating his own special events contracting company. This diverse background provides him with a broad perspective and practical insight that he brings to both the team and clients. Rich is known for his knowledge, dedication, and collaborative approach, consistently contributing to the success of the team.

Rich earned a Bachelor of Arts in Business Administration from Central Florida College.

Patricia (Tricia) Flejter joined Janney in early 2020, bringing a strong background in development and donor relations from her time at Palm Beach Atlantic University. She plays a key role in supporting the team by serving as a primary point of contact for clients and managing administrative responsibilities with efficiency and care. Tricia’s experience, professionalism, and positive approach contribute to building and maintaining strong, lasting client relationships.

Tricia holds a Bachelor of Science in Finance with a minor in Business Administration from Illinois State University, as well as an MBA from Southern Illinois University. She has known Tom and his family for more than 20 years, with deep roots in the Jupiter, Florida community. This long-standing relationship—built on trust, respect, and friendship—has translated into a seamless fit and a strong working partnership within the Urban Private Wealth team.