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Daniel H

Series 63, Series 65

Naples, FL

Janney Montgomery Scott

Daniel Honan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, he owns and manages a vacation rental property in Florida. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage services, 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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Blake J

Series 63, Series 65

Naples, FL

Janney Montgomery Scott

Blake Jones is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large enterprise broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and various 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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Paul F

Series 63, Series 65

Naples, FL

Janney Montgomery Scott

Paul Furlong is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following an 11-year tenure at Stifel. Outside of finance, Furlong is the president and writer for Furlong Tales, Inc., a children’s book publishing company. 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, consulting, and multiple advisory programs, utilizing both in-house portfolio management and 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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L J K

Series 66

Naples, FL

Janney Montgomery Scott

L J Knoll is a financial advisor at Janney Montgomery Scott in Naples, FL, holding a Series 66 credential with 15 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent six years with Edward Jones. Outside of advisory work, he is the managing member of QuickIntellect LLC, a holding company established for personal real estate. 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, financial planning, consulting, 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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Laurie D

Series 66

Naples, FL

Janney Montgomery Scott

Laurie Daugs is a financial advisor with Janney Montgomery Scott in Naples, FL, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Janney Montgomery Scott since 2015. 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, and advisory services through 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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