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Scott S
Series 66
Aiken, SC
Janney Montgomery Scott
Scott Singer is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 17 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, he is involved in several community organizations, including membership in the Kiwanis Club of Aiken, chairing the Aiken-Augusta Wounded Warrior Gold Tournament committee, serving on the University of South Carolina Educational Foundation’s Aiken Partnership board, and acting as a joint owner and board member of Aiken Health and Fitness, LLC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, providing brokerage, financial planning, consulting, and advisory services through a mix of in-house and third-party portfolio management.
James R
Series 63, Series 66
Pawley Island, SC
Janney Montgomery Scott
James Routhier is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.
Winifred R
Series 63, Series 65
Marlton, NJ
Janney Montgomery Scott
Winifred Robinson is a financial advisor at Janney Montgomery Scott with 42 years of industry experience, including 36 years at her current firm. She holds the Series 63 and Series 65 designations. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs supported by a mix of in-house and third-party portfolio management.
Samuel V
Series 66
Washington, DC
Janney Montgomery Scott
Samuel Vigderhouse is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 credential and has worked exclusively at Janney Montgomery Scott in various capacities since 2022. Prior to his advisory role, he had experience outside the financial industry, including work at Martin's Wine and Spirits and the University of Maryland Stamp Student Union Center. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house management and third-party managers.
Trevor V
Series 66
Richmond, VA
Janney Montgomery Scott
Trevor Vick is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions in the food service and landscaping industries prior to joining Janney. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Mark M
CFP®, Series 63
Wyncote, PA
Janney Montgomery Scott
Mark Madvedoff is a CFP® credentialed financial advisor with 45 years of experience at Janney Montgomery Scott. He has been with the firm since 1981. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering services such as brokerage, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.
Haleigh M
Series 66
Canonsburg, PA
Janney Montgomery Scott
Haleigh M Iller is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds the Series 66 designation and has worked at Janney since 2021. Her background includes roles at Target and Waynesburg University. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services along with centralized asset management and trustee capabilities.
Heather R
Series 63, Series 65
Philadelphia, PA
Janney Montgomery Scott
Heather Robb is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.
Michael B
Series 63, Series 65
Palm Beach Gardens, FL
Janney Montgomery Scott
Michael Blankenship is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Janney Montgomery Scott since 2003. Outside of his advisory work, he is a managing member of Fulcrum Stable, LLC, where he is involved in selecting horses to be purchased and raced. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.
Brandon L
CFP®, Series 66
Roanoke, VA
Janney Montgomery Scott
Brandon Lacroix is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth and asset management strategies tailored to high net worth individual and institutional clients. His approach is grounded in assessing each client's risk tolerance, time horizon, liquidity needs, and overall investment objectives, with a focus on delivering service. Brandon joined Merrill Lynch Wealth Management in March 2006, following experience at a multi-national insurance and financial planning firm. He holds a B.S. in Economics and a Markets and Management Certificate from Duke University, where he also served as captain of the varsity golf team. Brandon holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). He is qualified as a Portfolio Manager capable of managing personalized investment strategies and third-party investment options. Brandon is involved in several community organizations, such as the American Cancer Society, the Life Ring Foundation where he serves as a board member, and the Roanoke Valley Golf Hall of Fame Scholarship Committee, where he assists in awarding scholarships to students. He contributes as a Duke University Area Alumni Interviewer for admissions. A native of Roanoke, he resides in the area with his wife Caroline and daughter Lilly.
Deborah F
Series 63, Series 66
Allentown, PA
Janney Montgomery Scott
Deborah Field is a financial advisor with Janney Montgomery Scott in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Janney Montgomery Scott since 2015. Outside of her advisory role, she serves in leadership and administrative positions with hunting dog organizations focused on ethical hunting practices and conservation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, providing investment advice through in-house management and third-party managers across multiple wrap programs and unified managed accounts.
Laura N
Series 66
Montvale, NJ
Janney Montgomery Scott
Laura Nguyen is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Financial Inc and Stifel. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.
Martin C
Series 63
Lemoyne, PA
Janney Montgomery Scott
Martin Chronister is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and possessing 57 years of industry experience. He has been with Janney Montgomery Scott since 1978. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities through various advisory and brokerage services.
Christopher S
CFP®, Series 65, Series 63
Ligonier, PA
Janney Montgomery Scott
Christopher Shaffer is a CFP® with four years of industry experience, currently affiliated with Janney Montgomery Scott. His prior roles include positions at Global Retirement Partners, LPL Financial, and Berteotti Insurance & Financial Services. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.
Gabriel B
Series 65, Series 63
Spartanburg, SC
Janney Montgomery Scott
Gabriel Bowman is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds Series 65 and Series 63 credentials. His prior work history includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Janney. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base that includes individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs supported by in-house and third-party portfolio management.
Helen B
Series 63
Miami, FL
Janney Montgomery Scott
Helen Bueno is a financial advisor at Janney Montgomery Scott with 48 years of industry experience. She holds a Series 63 designation and previously worked at Ameriprise Financial Services for eight years before joining Janney Montgomery Scott. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.
Domenic B
Series 66
New York, NY
Janney Montgomery Scott
Domenic Biamonte is a Series 66 licensed financial advisor at Janney Montgomery Scott in New York, NY, with two years of industry experience. His career includes roles at Raymond James & Associates, Nasdaq, Inc., and Merrill Lynch. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.
Mackenzie J
Series 66
Greenville, DE
Janney Montgomery Scott
Mackenzie Johnson is a financial advisor with Janney Montgomery Scott, holding a Series 66 license and seven years of industry experience. Johnson has been with Janney Montgomery Scott since 2019, following prior work at Merrill and earlier roles outside the financial sector. Outside of advising, Johnson operates a small Etsy shop selling sweatshirts and is a member of the New Castle County Chamber of Commerce. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a wide range of individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.
Mark S
Series 63, Series 66
Marlton, NJ
Janney Montgomery Scott
Mark Shapiro is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 credentials. He has 34 years of industry experience, including 24 years at Janney. Outside of his advisory work, he coordinates and coaches the township youth U18 high school soccer league through the Marlton Recreation Council. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, and advisory programs that combine in-house portfolio management and third-party managers.
Jennifer C
Series 66
Palm Beach Gardens, FL
Janney Montgomery Scott
Jennifer Cutolo is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds a Series 66 designation and has worked in various roles including at eBay and Raymond James and Associates. Outside of her advisory work, she is involved with Gardens Drugs, a retail pharmacy owned by her husband, where she serves as a bookkeeper. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
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