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Haley C

Series 65, Series 63

Aiken, SC

Janney Montgomery Scott

Haley Culp is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining Janney, she worked at The Smith Group and has experience in media with roles at WFXG Fox 54 and Aiken Standard. 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 municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Alexandros V

CFP®, Series 66

Aiken, SC

Janney Montgomery Scott

Alexandros Vlahos is a CFP® professional with 13 years of industry experience, currently advising clients at Janney Montgomery Scott. He previously worked at Morgan Stanley before joining Janney in 2018. Outside of his advisory role, he is actively involved in several community organizations in Aiken, SC, including serving as Executive Chair for the local Walk to End Alzheimer's event and holding leadership roles with the Aiken Center for the Arts and Hitchcock Woods Foundation. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients. The firm combines in-house portfolio management with third-party managers across multiple advisory programs and offers integrated custody and trustee services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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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.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Bonnie R

Series 63, Series 66

Aiken, SC

Janney Montgomery Scott

Bonnie Roberts is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Janney Montgomery Scott since 2012. 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, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Peter S

Series 63, Series 65

Aiken, SC

Janney Montgomery Scott

Peter Sampson is a financial advisor with Janney Montgomery Scott in Aiken, SC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Janney Montgomery Scott since 2012. Outside of his advisory work, he serves as Finance Committee Chair and Fundraising Chair at the First Baptist Church of Aiken. 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 services, financial planning, and advisory programs that combine in-house management with third-party managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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James F

CFP®, Series 63, Series 65

Aiken, SC

Janney Montgomery Scott

James Foley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2011. He holds Series 63 and Series 65 licenses and is based in Aiken, SC. Foley is Vice Chairman of the board for Our Community Salutes in Midland, SC, a charitable organization, and serves on the Diocese of Charleston Finance Committee, advising on investment matters. 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, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Adam D

Series 66, Series 63

Aiken, SC

Janney Montgomery Scott

Adam Dunham is a financial advisor with Janney Montgomery Scott, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent six years at Scottrade. 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 in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Maryann B

Series 63, Series 66

Aiken, SC

Janney Montgomery Scott

Maryann Barrett is a financial advisor with Janney Montgomery Scott in Aiken, SC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Janney Montgomery Scott since 2012. Outside of her advisory role, she participates in several volunteer activities at Our Lady of the Valley Catholic Church, including serving as a Eucharistic Minister and coordinating charitable gift efforts. 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 wide range of clients, including individuals, families, trusts, corporations, and municipalities, offering brokerage, financial planning, and advisory services through a mix of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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James F

Series 66

Aiken, SC

Janney Montgomery Scott

James Foley is a financial advisor at Janney Montgomery Scott with a Series 66 designation and three years of industry experience. He served eight years in the United States Marine Corps and continues his military involvement as a Marine Corps Reserve officer. Foley is active in community and veterans' organizations, including roles with the Military Officers Association of America, the Aiken Rotary Club, and the SPCA Albrecht 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 and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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