Who We Are

Our Team

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Chris Willett

Executive Vice President / Investments, Financial Advisor

Scott Phelan, CFP®

Executive Vice President/Wealth Management, Financial Advisor

Kevin T. Myers, CFP®

Vice President/Wealth Management, Financial Advisor

Avery Rodts

Vice President / Investments, Financial Advisor

Private Client Associate

Betty Ralph

Private Client Associate

Awards

Forbes Best in State Wealth Advisor

Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2023 Best in State Wealth Advisor.

Forbes Best in State Wealth Management Teams

Phelan and Myers Wealth Management Group was recognized by Forbes as a 2023 Best in State Wealth Management Team.

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.

About Janney

With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.