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The Wexford Office
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!
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.
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.
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: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.