Wyncote Wealth Management Group of Janney Montgomery Scott
The measure of my success—and how I differentiate myself from other firms—lies in the strength of my relationship with you, supported by a foundation of trust and performance. Putting your financial needs first is at the center of who I am and what I do. My goal is to help clients get to retirement and through retirement. By listening and being the co-pilot, I can offer my clients objective, non-biased advice.
My client philosophy is simple:
- treat all clients with dignity and respect;
- invest their money to match their investment style; and
- help them reach their goals with less risk.
No matter where my clients are in life—or where the people who matter the most to them are in their lives—I provide a broad range of financial planning services that can address current and future needs and goals. Whether it is today or tomorrow, whatever is important to you is important to me. Understanding my clients’ finances is one part of the financial planning process. Understanding them is the most crucial.
A little about me:
With over 32 years in the financial advisory business, I joined Janney in 2017, attracted to the client-focused model that would greatly benefit my clients. I hold a Bachelor of Arts in Economics and financial planning certification from The Wharton School of Business.
My wife, Melissa, is a Doctor of Optometry and we have two adult sons, Drew and Alex. In my leisure time, I enjoy vintage car racing and traveling.
For over 30 years, Dolores Jordan has dedicated her career as a financial advisor to helping her clients accumulate, grow, and preserve their wealth through comprehensive wealth management strategies that best meet their short- and long-term financial needs.
Currently licensed in 25 states, Dolores shares Janney's mission to build enduring client relationships based on integrity, experience, and trust by providing objective recommendations and personalized client service. Providing advice to second and third generation family members is key to her approach.
A graduate of both Loyola University Chicago, and Georgetown University, Washington D.C., she has also studied government and economics at the John Felice Rome Center in Rome Italy. More recently, she has completed the Accredited Wealth Management Advisor (AWMA) program, a Wealth Management program offered by the College for Financial Planning at the Wharton School of the University of Pennsylvania.
While active in her community, she has been a member of the Board of Directors for local organizations such as the Friends of Chamounix Mansion in Fairmount Park and the Springfield Township Historical Society. She was a founding member of the Wharton Export Network of the University of Pennsylvania. While serving as Executive Director of the International Business Forum, she was presented with the U.S. Department of Commerce "E" Award for assisting Philadelphia corporations expand in global markets.
Dolores is married and enjoys travelling and spending time with her three daughters and five grandchildren.
Paul has been in the financial services industry since 1981. He has over 40 years of experience as a Financial Advisor and is FINRA Series 7, 63, 66 and health and life insurance licensed. Prior to joining Janney in 1999, Paul worked for Herzfeld & Stern and Prudential Securites. He earned a BS of Accounting and Finance from LaSalle College. Paul has been married to his wife, Dana, for 31 years and their son, Joel, is an Army veteran. When not
in the office, Paul enjoys his time outside gardening, cycling and photography.
He also is the “commissioner” of his golf league of 28 players. In his community, he is a past member of the Morrisville School Board and Morrisville Planning Commission. He is currently an active member of the Morrisville Environmental Commitee.
Rick has nearly 30 years of experience as a financial professional at Janney Montgomery Scott, a full-services investment firm headquartered in Philadelphia, Pennsylvania. He received a BA in Psychology from California State University Northridge. He received the ChFC® (Chartered Financial Consultant®) professional designation from the American College; the AWMA® (Accredited Wealth Management Advisor℠) professional designation through the Wharton School and the College for Financial Planning; and CRPC® (Chartered Retirement Planning Coordinator℠) from the College for Financial Planning.
Rick's clients, who typically are referred by other professional advisors or clients, include individuals and families, business enterprises, medical practices and not-for-profit organizations. He can provide guidance on a wide array of financial and investment matters, including customized portfolio management, retirement planning, education funding, inter-generational wealth transfer strategies and life insurance planning.
From Janney’s Philadelphia, Pennsylvania headquarters, Rick has access to the resources of the Firm’s specialists who possess experience in complex investment and financial planning tools and techniques. He can also call upon the insight of Janney’s research analysts and fixed income specialists to support recommended investment strategies.
Tracy joined the Wyncote Wealth Management Group team as a Registered Private Client Associate. She brings extensive knowledge and experience from being in the industry since 1990, working at some of the top wealth management firms. Her passion is her relationship with the clients and providing exceptional customer service.
She holds her Series 7, Series 65, Series 63, Series 4 and Series 55.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.
Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.
Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.
Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.
Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.
He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.
Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
Debra earned a B.A. in Business Administration from Rutgers University.
Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.
Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.
Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts.
He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.
Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.
Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.
Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.
As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.
Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.
In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.
His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.
He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association
Martin Schamis is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 Financial Advisors who advise Janney’s private retail client base.
Martin joined Janney from the Vanguard Group where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley. Martin graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.
Shurdonna serves as Vice President and the Director of Janney's High Net Worth Consulting Group. She provides comprehensive solutions designed to effectively address complex issues to help high net worth individuals and families, business owners, corporate executives, professional athletes, and others meet their goals and objectives.
Most recently, Shurdonna served as Assistant Vice President & Senior Financial Planner, supporting the advanced financial planning efforts for the Firm's Mid-Atlantic region. She also supported Janney’s clients in achieving their financial goals, provided subject matter expertise, and coached Janney's Financial Advisors and their clients through all aspects of financial planning. Together, they formulate comprehensive financial plans outlining estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.
Shurdonna has more than 15 years of progressive experience in the investment management industry. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial planning services to clients with significant wealth. Shurdonna also served in Vanguard’s Education Savings Group, focusing on 529 plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of its Accelerated Leadership Development Program.
Shurdonna earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses.
She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.
Shurdonna is an active leader in her region's nonprofit community. She is a board member and a member of the finance, DEI, and strategic planning committees of Philadelphia's Magic Gardens mosaic art environment. She’s also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.