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Whitney R

Series 63, Series 65

Fredericksburg, VA

Janney Montgomery Scott

Whitney Riley is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Janney since 2018 and previously held roles at Bank of America and Merrill. 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, and institutional clients, offering brokerage services, financial planning, and multiple 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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Ronald H

Series 63, Series 65

Fredericksburg, VA

Janney Montgomery Scott

Ronald Holmes Jr. is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following prior roles at Bank of America and Merrill. Holmes serves as a board member of the Spotsylvania Regional Medical Advisory Board. 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 plans, and charitable organizations, providing brokerage, financial planning, and advisory services supported by 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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Bryn T

Series 66

Fredericksburg, VA

Janney Montgomery Scott

Bryn Thacker is a Series 66 registered financial advisor with Janney Montgomery Scott in Fredericksburg, VA, and has four years of industry experience. Before joining Janney, Thacker worked at Avery Hess Realtors and was involved with Livingston Manor Arabians. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering services such as brokerage, financial planning, and advisory programs with a combination of in-house and third-party asset 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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