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Ernest S
Series 63, Series 65
Columbia, SC
Janney Montgomery Scott
Ernest Stanley Jr. is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2012. Outside of his advisory work, Stanley serves on the boards of the Caroliniana Ball and the Women’s Rights and Empowerment Network in Columbia, SC, and participates in Roanoke College’s Parents Advisory 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, providing investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.
Rebecca D
Series 66
Columbia, SC
Janney Montgomery Scott
Rebecca Durkin is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Outside of her advisory role, she coaches junior varsity girls lacrosse for Lexington County School District in South Carolina. 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 and offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.
Donna A
Series 66
Columbia, SC
Janney Montgomery Scott
Donna Able is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. Janney serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services through a combination of in-house portfolio management and third-party managers.
Randolph L
Series 63, Series 65
Columbia, SC
Janney Montgomery Scott
Randolph Liggitt is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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 wide range of clients, 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.
Julie H
Series 63, Series 65
Columbia, SC
Janney Montgomery Scott
Julie Haltiwanger is a financial advisor with Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at Janney since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2018. 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 brokerage services, financial planning, consulting, and multiple advisory programs.
John C
Series 63, Series 65
Columbia, SC
Janney Montgomery Scott
John Chapman Jr. is a financial advisor with Janney Montgomery Scott in Columbia, SC. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 12 years with Janney Montgomery Scott. 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 provides brokerage services, financial planning, consulting, and multiple advisory programs through both in-house and third-party portfolio management.
Alexander G
ChFC®, Series 66
Columbia, SC
Janney Montgomery Scott
Alexander Giles III is a financial advisor with Janney Montgomery Scott, holding the ChFC® designation and Series 66 license, and has 24 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Janney in 2021. Giles serves as an advisory board member for The Tommy and Victoria Baker School of Business at The Citadel. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients and offers brokerage services, financial planning, consulting, and multiple advisory programs utilizing both in-house and third-party portfolio management.
William M
Series 66
Columbia, SC
Janney Montgomery Scott
William Mock is a financial advisor at Janney Montgomery Scott in Columbia, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Janney, he worked at Lake Norman Boat Rentals & Sales and attended the University of South Carolina. 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 supported by in-house and third-party portfolio management.
Lawrence O
Series 63, Series 65
Columbia, SC
Janney Montgomery Scott
Lawrence Orr III is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2012, with prior experience at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of services such as brokerage, financial planning, consulting, and advisory programs.
Robert S
CFP®, Series 63, Series 65
Columbia, SC
Janney Montgomery Scott
Robert Shealy Jr. is a CFP® professional with 32 years of industry experience, currently serving clients at Janney Montgomery Scott since 2018. Prior to joining Janney, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2018. 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 with brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management and third-party managers across multiple investment platforms.
Christopher S
Series 63, Series 65
Columbia, SC
Janney Montgomery Scott
Christopher Smith is a financial advisor at Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Janney since 2013 and serves as a part-time assistant tennis coach at AC Flora High School. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse client base with brokerage, financial planning, and advisory programs.
Frank S
Series 63, Series 65
Columbia, SC
Janney Montgomery Scott
Frank Subasic is a financial advisor with Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, First Citizens Investor Services, and Wells Fargo Advisors LLC. 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 a range of brokerage, financial planning, consulting, and advisory services.
James O
Series 63, Series 65
Columbia, SC
Janney Montgomery Scott
James Owens Jr. is a financial advisor with Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, he serves as secretary for The Geo A Rheman Co Inc. and participates on a homeowners association board in Chapin, SC. 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 brokerage services, financial planning, and multiple advisory programs.
Julie H
Series 66
Columbia, SC
Janney Montgomery Scott
Julie Hall is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2013. 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 broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.
Candace F
Series 63, Series 65
Columbia, SC
Janney Montgomery Scott
Candace Flowers is a financial advisor with Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 licenses and having three years of industry experience. She previously worked at Vanguard Group and Robinhood Markets. Outside of finance, she co-owns and operates Mama Lee's Kitchen, a home-based micro-bakery. 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, offering brokerage services, financial planning, and advisory programs, and employs a combination of in-house and third-party portfolio management.
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