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Midwest Region
Awards
Computerworld Names Janney a Best Place to Work in IT
Marking the eighth consecutive year the firm has received this prestigious recognition.
Janney Recognized as a 2025 CIO 100 Award Recipient For Technology Innovation
Janney earns honor for its Portfolio Construction Tool and Integrated Platform Screener
Janney Earns Great Place to Work Certification for Second Consecutive Year
The certification recognizes employers that create an outstanding workplace experience.
Our Team
Primary support comes from your Branch and Complex Managers. With years of industry experience, we serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow. Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
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.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 17, 2026
I’m very pleased to welcome Madura Private Wealth Group to Janney, Montgomery Scott in Lake Forest, Illinois, further expanding our presence in Greater Chicago. Dan and Ethan Madura's team joins us from Wells Fargo/Credit Suisse and manage nearly $420 million in client assets. It's great to have Dan, Ethan and team join our employee ownership and advisor/client focused firm, helping continue the expansion of our footprint and brand.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/08/17/madura-private-wealth-group-joins-janney-in-lake-forest--illinois
Janney News
Janney Advances Growth Strategy with Appointment of Kathy Capuano as Head of Advisor Recruiting and Market Growth
She brings extensive experience placing top financial advisors across the industry.
Janney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex Director
Ned Kennedy to Lead Expansion and Advisor Recruitment in Key Midwest Market
Janney Adds 12 Financial Advisors in First Half of 2024
Adds over $2.2 billion in assets under advisement to Private Client Group.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Office Information
Address:
Phone:
Email:
Columbus Grandview
Phone:
904.280.5350
Email:
tgalvin@janney.com
Battle Creek, MI
Phone:
269.841.7370
Email:
tmorse@janney.com
Beaver, PA
Cambridge, OH
Canonsburg, PA
Phone:
724.743.3301
Email:
dyoung@janney.com
Charleston, WV
Phone:
304.344.3425
Email:
traab@janney.com
Chillicothe, OH
Cincinnati, OH
Phone:
513.914.2314
Email:
johnryan@janney.com
Clarion, PA
Phone:
814.223.9990
Email:
mlerch@janney.com
DuBois, PA
Phone:
814.371.5062
Email:
JanneyDuBois@janney.com
Elyria, OH
Phone:
440.324.4500
Email:
joymitchell@janney.com
Grosse Pointe, MI
Phone:
313.432.6711
Email:
rjamett@janney.com
Independence, OH
Phone:
216.539.1081
Email:
nbuck@janney.com
Ligonier, PA
Phone:
724.238.6684
Email:
lmccoy@janney.com
Mansfield, OH
Mansfield South, OH
Marietta, OH
Meadville, PA
New Castle, PA
Phone:
724.656.4400
Email:
ssauerwein@janney.com
Oil City, PA
Pittsburgh, PA
Uniontown, PA
Wexford, PA
Phone:
724.934.1888
Email:
dyoung@janney.com