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Robert W
CFP®, Series 63
Yardley, PA
Janney Montgomery Scott
Robert Weckenman is a CFP® with 44 years of experience in the financial services industry. He has been with Janney Montgomery Scott since 1979. He volunteers as a fundraising cabinet member for the Central Association of the Miraculous Medal Fund in Philadelphia. 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.
James L
Series 66
Yardley, PA
Janney Montgomery Scott
James Laurenzi is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has been with Janney since 2023. Laurenzi attended Temple University and has previous experience working at Saint Albert the Great School. 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 brokerage services, financial planning, consulting, and multiple advisory programs.
Ghazal E
CFP®, Series 66
Yardley, PA
Janney Montgomery Scott
Ghazal Eghbali Afshar is a CFP®-certified financial advisor with Janney Montgomery Scott, bringing 10 years of industry experience. She has been with Janney 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 plans, charitable organizations, and municipalities, offering a range of brokerage services, financial planning, and advisory programs.
Christine L
CFP®, Series 66
Yardley, PA
Janney Montgomery Scott
Christine Lindsay is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2012. She holds the Series 66 designation and is based in Yardley, PA. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Timothy G
CFP®, Series 63, Series 65
Yardley, PA
Janney Montgomery Scott
Timothy Gormley is a CFP® professional with 32 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously spent 11 years at Stifel. 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 and offers brokerage, financial planning, consulting, and multiple advisory programs through a combination of in-house portfolio management and third-party managers.
Theresa S
Series 63, Series 65
Yardley, PA
Janney Montgomery Scott
Theresa Stevens is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney in various capacities since 1993. 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, offering brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.
Ryan H
CFP®, Series 66
Yardley, PA
Janney Montgomery Scott
Ryan Hamilton is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Janney Montgomery Scott since 2014. 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, consulting, and multiple advisory programs.
Frank W
CFP®, Series 63, Series 65
Yardley, PA
Janney Montgomery Scott
Frank Weckenman is a Certified Financial Planner (CFP®) with 48 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1979. 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.
Tyler H
CFP®, Series 66
Yardley, PA
Janney Montgomery Scott
Tyler Hamilton is a CFP® with 11 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2023. Prior to this, he spent nine years at The Stanley Laman Group. 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 services, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.
R G
Series 63, Series 66
Yardley, PA
Janney Montgomery Scott
R Gaillard is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Janney since 2017, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage, financial planning, consulting services, and multiple advisory programs, utilizing a combination of in-house and third-party portfolio management.
Kathleen Z
Series 63, Series 65
Yardley, PA
Janney Montgomery Scott
Kathleen Zelenka is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, previously spending six years at Stifel Nicolaus & Co Inc. Outside of her advisory role, she serves as a board member for the Cedar Hollow Condominium Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.
Michael W
CFP®, Series 66
Yardley, PA
Janney Montgomery Scott
Michael Weckenman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2006. He participates as a member of the Investment Advisory Committee for the Sisters of St. Basil the Great, assisting with their investment decisions. 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, and institutions, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.
Lorrie R
Series 63, Series 66
Yardley, PA
Janney Montgomery Scott
Lorrie Riggs is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. She has been with Janney Montgomery Scott since 1988 and holds the Series 63 and Series 66 designations. 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 through a variety of brokerage, financial planning, and advisory programs.
Edward S
Series 63, Series 65
Yardley, PA
Janney Montgomery Scott
Edward Sherwood is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2001. 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.
Kevin K
Series 63, Series 65
Yardley, PA
Janney Montgomery Scott
Kevin Keane is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 47 years of industry experience. He previously worked at Stifel for 11 years before joining Janney in 2018. 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 services, financial planning, consulting, and various advisory programs.
Andrew S
Series 66
Yardley, PA
Janney Montgomery Scott
Andrew Sargent is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds the Series 66 designation and has worked exclusively with Janney Montgomery Scott since 2017, aside from a brief period with Roots Natural Kitchen. 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 supported by both in-house and third-party portfolio management.
Thomas S
CFP®, Series 63, Series 66
Yardley, PA
Janney Montgomery Scott
Thomas Seger is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2020 and spent 16 years with Raymond James & Associates prior to that. Seger holds Series 63 and Series 66 licenses and is based in Yardley, PA. 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 a range of brokerage, financial planning, and advisory services.
Anthony S
Series 66
Yardley, PA
Janney Montgomery Scott
Anthony Stefani Jr. is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and has previously worked at CH Robinson and Steelhouse Abstract Inc. 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 plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs with a combination of in-house and third-party portfolio management.
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