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Richard C
CFP®, Series 63, Series 65
West Hartford, CT
Janney Montgomery Scott
Richard Cardinal is a CFP® with 28 years of industry experience, currently advising at Janney Montgomery Scott. His career includes multiple roles within Janney Montgomery Scott and prior positions at LPL Financial and Private Advisor Group. Cardinal is a member of the West Hartford Chamber of Commerce, where he participates in local business networking and community events. 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 with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.
Edward B
Series 63, Series 65
West Hartford, CT
Janney Montgomery Scott
Edward Blumenthal is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He 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 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 various advisory programs.
Richard L
Series 63
West Hartford, CT
Janney Montgomery Scott
Richard Lawson is a financial advisor at Janney Montgomery Scott with 50 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2007. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through multiple wrap programs and managed accounts.
Paul V
CFP®, Series 63, Series 65
West Hartford, CT
Janney Montgomery Scott
Paul Vaida is a CFP® professional with 28 years of industry experience. He has worked at Janney Montgomery Scott since 2016, following tenures at Merrill and Advest, Inc. He holds Series 63 and Series 65 licenses and is based in West Hartford, CT. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.
Michael R
CFP®, Series 63, Series 66
West Hartford, CT
Janney Montgomery Scott
Michael Rossley is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to his current tenure at Janney, Rossley worked at Bank of America and Merrill. Outside of his advisory role, he serves as a delegate for the Area 11 Connecticut General Service Committee, which focuses on addiction and recovery education, and is a committee member for fund development at Stepping Stones in Katonah, NY. 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 broad client base including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.
Robert B
Series 63, Series 65
West Hartford, CT
Janney Montgomery Scott
Robert Borkowski is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2013. Outside of his advisory role, he is a member of the West Hartford Chamber of Commerce, where he participates in local business networking and community events. 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 various advisory programs, utilizing both in-house and third-party portfolio management.
Jennifer L
Series 66
West Hartford, CT
Janney Montgomery Scott
Jennifer Lange is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Nicholas B
Series 63, Series 66
West Hartford, CT
Janney Montgomery Scott
Nicholas Borkowski is a financial advisor at Janney Montgomery Scott with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Janney in 2024, he worked at Fidelity Investments from 2022 to 2024. His background also includes roles in education and community organizations. 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 plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.
Evan G
CFP®, Series 66
West Hartford, CT
Janney Montgomery Scott
Evan Gilchrest is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2017. Prior to joining Janney, he worked at Merrill for nine years. Outside of his advisory role, he coaches for the West Hartford Girls Softball League. Janney Montgomery Scott is a large SEC-registered investment adviser and broker-dealer managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and offers a range of advisory programs with a combination of in-house and third-party portfolio management.
Alexis J
Series 66
West Hartford, CT
Janney Montgomery Scott
Alexis Jankauskas is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he operates a mobile mixology 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 client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.
Jared B
CFP®, Series 66
West Hartford, CT
Janney Montgomery Scott
Jared Bloxsom is a CFP® and holds the Series 66 designation, with 24 years of industry experience. He has been with Janney Montgomery Scott since 2016, following a decade at Merrill. 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 a range of brokerage, financial planning, and advisory services.
Andrew L
CFP®, Series 66
West Hartford, CT
Janney Montgomery Scott
Andrew Lawson is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He has worked at Janney Montgomery Scott since 2013, including two roles at the firm spanning over 13 years, and previously spent one year at Wells Fargo Clearing. 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, corporate and retirement plan sponsors, and municipal clients, providing brokerage services, financial planning, consulting, and multiple advisory programs.
Rebecca D
Series 66
West Hartford, CT
Janney Montgomery Scott
Rebecca Dotson is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for nine years before joining Janney in 2017. Outside of her advisory role, she sings with the Sideways Band in East Hampton, CT. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.
Robert B
Series 63
West Hartford, CT
Janney Montgomery Scott
Robert Black is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds a Series 63 designation and has been with Janney since 2013. Outside of his advisory role, he is an investor in a real estate company that focuses on the restoration and flipping of privately owned homes. 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, corporations, retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.
Christopher M
Series 63, Series 65
West Hartford, CT
Janney Montgomery Scott
Christopher Macpherson is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He has held positions at Merrill and Bank of America prior to joining Janney in 2017. He holds Series 63 and Series 65 licenses. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, and various advisory programs.
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