Thomas J. Urban has a long and established history of providing his clients with personalized investment strategies for their diverse financial needs. Today, he serves as Senior Vice President and Complex Manager of the Palm Beach Gardens and Stuart, Florida offices of Janney Montgomery Scott. With over 185 years of experience, Janney’s excellent reputation, built out of integrity and respect, fit well into Tom’s business vision. He has served on the Branch Manager’s Council at Janney Montgomery Scott LLC for several years. was named Branch Manager of the year at Janney, and has earned the honor twice for Top 100 managers by On Wall Street magazine.

PROFESSIONAL EXPERIENCE

Tom began in the financial service industry in 1993. Since joining Janney in November of 2006, Tom has grown his business through a commitment to providing superior advisory based services* to his clients. He takes a comprehensive approach to investment planning by concentrating on building asset allocated portfolios, which moves his clients towards both their short and long-term financial objectives. This strategic approach allows Tom to react to changes in market conditions, changes to investment objectives, or changes in one’s life goals, in a timely and effective manner. Tom will make himself available to his clients to answer any question and believes his role is to guide and educate through this often complicated and stressful investment process.

PERSONAL BACKGROUND

He has earned a bachelor’s degree from St. Leo University majoring in Accounting and Finance. Tom stays very active in his community by volunteering his time to coach little league baseball in North Palm Beach. He has helped coach his team to back to back State championships, which he is very proud of achieving. Tom sponsors and plays on Janney's softball team. He is also a member of St. Peters Catholic Church, Loyal order of Moose and a member of the Harley Davidson Owners Group. Also, in his free time, Tom enjoys working out by doing CrossFit, as well as taking his Harley Davidson out for a cruise. He enjoys spending time with his wife Juli and their three beautiful children, Courtney, Tommy and Joey. The family always looks forward to their annual skiing trip to Vermont.

Tommy began his career at Janney as an intern before becoming a full-time team member. He holds the Securities Industry Essentials (SIE) and his Series 7 and Series 66 securities licenses. In his current role on the team, Tommy organizes client account records and manages client information. His leadership skills were invaluable in his experience as Manager/Food Ordering Coordinator. Tommy's responsibilities covered organization of staff schedules, carry-out closing procedures, tip documentation, food and beverages inventory.

A graduate of the University of Central Florida, Tommy holds a Bachelor of Science in Business Administration and Finance with core courses in Equity and Capital Markets, Management of Organizations, Investments, Business Law, Business Finance and Operations Management. He also played on various UCF Intramural teams including basketball and co-ed softball. Tom holds an Excel Certificate in REEFM.

Tommy's community activities have included Excel (STEM) Program at the University of Central Florida and Habitat for Humanity.

Samer has been with Janney since 2010, working in a number of departments before becoming Branch Operations Manager in the Palm Beach office. At the branch level, he works with all office staff to ensure compliance with company standards and industry regulations, as well as providing assistance maintaining branch facilities operations. Samer holds Series 7, 9, 10, 63, and 65 licenses.

A graduate of East Stroudsburg University, Samer holds a Bachelor of Science in Business Management with a specialization in Finance. His community activities have included organizing toy drives with child advocates in Philadelphia during the holidays, Miracle League in PB and the Great Cycle Challenge to raise funds to fight childhood cancer. Away from the office he also enjoys weight lifting and playing basketball. Samer and his wife, Jennifer, live in the Palm Beach area.