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Meagan B
Series 66
Goldsboro, NC
Janney Montgomery Scott
Meagan Bourgeois is a Series 66-licensed financial advisor with Janney Montgomery Scott, based in Goldsboro, NC, with 14 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. and has been associated with Goldsboro Securities, LLC since 2011. Bourgeois serves as a board member of the Boys and Girls Club of Goldsboro. 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 services, financial planning, and various advisory programs supported by both in-house and third-party portfolio management.
Athena D
Series 66
Goldsboro, NC
Janney Montgomery Scott
Athena Doty is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds the Series 66 designation and has worked extensively at Raymond James and Goldsboro Securities before joining Janney Montgomery Scott in 2017. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Jimmy H
Series 63, Series 65
Goldsboro, NC
Janney Montgomery Scott
Jimmy Hare is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Hare serves as a board member for the Wayne Pregnancy Center, assisting mothers with educational classes and resources. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.
Jesse P
Series 63, Series 65
Goldsboro, NC
Janney Montgomery Scott
Jesse Parks is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Janney Montgomery Scott since 2017 following a 14-year tenure at Sterne, Agee & Leach, Inc. Parks serves on the board of directors for the Wayne Memorial Hospital Foundation, a nonprofit organization dedicated to supporting hospital-related activities. 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, financial planning, consulting, and advisory programs with a combination of in-house and third-party asset management.
Julie D
Series 66
Goldsboro, NC
Janney Montgomery Scott
Julie Daniels is a financial advisor with Janney Montgomery Scott in Goldsboro, NC, holding a Series 66 designation and 11 years of industry experience. She has worked at various related firms including Truist Advisory Services and Bb&T. Daniels is a steering committee member of the Military Affairs Committee at the Wayne County Chamber of Commerce and serves as a board member of Wayne County NC ABC. Janney Montgomery Scott LLC is a 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 a range of brokerage, financial planning, and advisory programs with both in-house and third-party portfolio management.
John B
CFP®, Series 66
Goldsboro, NC
Janney Montgomery Scott
John Best is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2023. 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, as well as charitable and municipal clients, offering brokerage, financial planning, and advisory services through a mix of in-house and third-party portfolio management.
Barbara M
Series 66
Goldsboro, NC
Janney Montgomery Scott
Barbara Matthews is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Branch Banking and Trust Company prior to joining Janney. 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 through brokerage services, financial planning, consulting, and various advisory programs, combining in-house and third-party portfolio management.
Kenneth N
Series 63, Series 65
Goldsboro, NC
Janney Montgomery Scott
Kenneth Neal Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Curtis Media Group. Neal also serves on the Board of Directors for the Wayne County Chamber of Commerce and is the Chairperson of the Board, focusing on community promotion and organizational leadership. 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 services, financial planning, consulting, and multiple advisory programs.
Emily P
Series 63, Series 66
Goldsboro, NC
Janney Montgomery Scott
Emily Pittman is a financial advisor at Janney Montgomery Scott in Goldsboro, NC, holding Series 63 and Series 66 licenses with four years of industry experience. She worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Janney Montgomery Scott in 2023. 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, as well as charitable and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.
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