Our Team
The Wexford office of Janney Montgomery Scott began as the North Hills office of Parker/Hunter Incorporated in 1983. It was located in the Pittsburgh Office and Research Park, which is near McKnight Road in Pittsburgh. The office was one of the first tenants in the corporate building and was comprised of 6 financial advisors and 2 operations staff. Robert Herman became the branch manager of the office in 1984 and stayed in that role for 25 years. In 1996, the North Hills office moved locations to Wexford in the Spectra Office building. It was there until 2007, when the office moved to its current location in the Waterfront Corporate Park. Richard Reynolds became branch manager of the Wexford office in 2009. It is now comprised of 11 financial advisors and 8 private client assistants who are all committed to working with the clients to achieve their financial goals. A very close-knit office, Janney Wexford regularly celebrates birthdays, retirements, holidays – including a visit from Santa and carol sing-along - and tailgate parties for the beloved Pittsburgh sports teams!
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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.
2018 Food and Toiletry Drive
2018 Food and Toiletry Drive
In Our Community
Since 2009, the Wexford office has been proud to be the title sponsor of the Baierl YMCA’s triathlon held in North Park. Several of our employees have participated in the triathlon, both as part of a team or as an individual participant. Our office believes in the mission of the YMCA, which is to work with our “neighbors to make sure that everyone, regardless of age, income or background, has the opportunity to learn, grow and thrive.”
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
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: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.