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Daniel L

Series 63, Series 65

Spartanburg, SC

Janney Montgomery Scott

Daniel Lancaster is a financial advisor with Janney Montgomery Scott in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as a Notary Public in Spartanburg, providing notary services on a voluntary basis. 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, consulting, 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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William B

Series 63, Series 65

Spartanburg, SC

Janney Montgomery Scott

William Blackford is a financial advisor with Janney Montgomery Scott in Spartanburg, SC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, he serves as Chairman of the Board and a commission member for the Spartanburg Memorial Auditorium, a local municipal venue for entertainment and events. 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 services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers across various wrap programs and unified managed accounts.

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

Series 65, Series 63

Spartanburg, SC

Janney Montgomery Scott

Gabriel Bowman is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds Series 65 and Series 63 credentials. His prior work history includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Janney. 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 that includes individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple 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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Dena W

Series 66

Spartanburg, SC

Janney Montgomery Scott

Dena Wofford is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has 19 years of industry experience and has worked at Janney Montgomery Scott since 2015. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various wrap 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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Ronald R

CFP®, Series 63, Series 65

Spartanburg, SC

Janney Montgomery Scott

Ronald Raines is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2022. Prior to this, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2022. Outside of his advisory role, he is the managing director of Romeo Romeo, LLC, an aircraft ownership and lease business. 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 range of clients and offers brokerage services, financial planning, and multiple 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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Michael C

Series 66

Spartanburg, SC

Janney Montgomery Scott

Michael Carson is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Carson serves on the board of the Hope Center for Children in Spartanburg, SC. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs utilizing 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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Aprenea M

Series 66

Spartanburg, SC

Janney Montgomery Scott

Aprenea Mccutchen is a financial advisor at Janney Montgomery Scott with 10 years of industry experience and a Series 66 designation. She previously worked at Wells Fargo Clearing Services and Merrill Lynch, and has held roles at multiple firms within Janney Montgomery Scott since 2021. Outside of finance, she has been involved with Jenny Craig since 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of 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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Lindsay C

Series 63, Series 65

Spartanburg, SC

Janney Montgomery Scott

Lindsay Chandler is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she is a Notary Public in Spartanburg, SC. 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 client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services through 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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