Bel Air, MD Office

Team
Updated today

Client AUM

$97,520,471,006

Clients

239,764

Advisors

10

Of 1,342 advisors across 159 offices

Location

116 Hays Street

Bel Air MD 21014

Advisors at this office

10

Advisors at this office

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Christopher O

CFP®, Series 63, Series 65

Bel Air, MD

Janney Montgomery Scott

Christopher Ozazewski is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Janney in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He also serves as a FINRA arbitrator in Washington, DC, dedicating time to resolving investment-related cases. Janney Montgomery Scott 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by 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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Eliot L

Series 66

Bel Air, MD

Janney Montgomery Scott

Eliot Latchaw is a Series 66 licensed financial advisor with Janney Montgomery Scott in Bel Air, MD, bringing one year of industry experience. Prior to joining Janney, he served for 30 years with the Baltimore County Police Department. 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 a broad range of brokerage, financial planning, 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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Eric D

Series 66

Bel Air, MD

Janney Montgomery Scott

Eric Decker is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 25 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advising, he has an interest in rental property management through a company that handles operations on his behalf. 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 individuals, families, trusts, 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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John T

Series 66, Series 63

Bel Air, MD

Janney Montgomery Scott

John Troiano is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 11 years before joining Janney Montgomery Scott. Troiano serves as an ex officio, non-voting member of the Mann House alcoholism treatment program board, where he explains financial matters. 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 client base including individuals, families, trusts, estates, and institutional clients, offering a combination of brokerage, financial planning, and advisory services through various wrap programs and 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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John P

Series 66

Bel Air, MD

Janney Montgomery Scott

John Pauliny is a financial advisor at Janney Montgomery Scott with 21 years of industry experience and holds a Series 66 designation. He has been with Janney since 2015. Outside of his advisory role, he serves as a board member of the Aberdeen Rotary and previously was involved with the Havre de Grace Decoy Museum’s board. 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 plans, charitable organizations, 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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John G

Series 63, Series 65

Bel Air, MD

Janney Montgomery Scott

John Goles is a financial advisor with Janney Montgomery Scott in Bel Air, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Janney Montgomery Scott since 2013. Outside of his advisory role, he serves as Treasurer on the Finance Committee for Boys Hope Girls Hope Baltimore, a nonprofit supporting at-risk youth. 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, and institutions, providing brokerage services, financial planning, and advisory programs 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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Ellie B

CFP®, Series 66

Bel Air, MD

Janney Montgomery Scott

Ellie Bockstie is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. She previously worked at T. Rowe Price and Bankers Life and Casualty. Outside of her advisory role, she coaches girls’ lacrosse teams in the Baltimore area and participates in a local professional women's networking group. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate clients, and municipal entities with a range of brokerage, financial planning, 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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James W

CFP®, Series 63, Series 65

Bel Air, MD

Janney Montgomery Scott

James Winner is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2015. He is based in Bel Air, MD, and holds Series 63 and Series 65 licenses. 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 provides services to a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal organizations, offering financial planning, brokerage, 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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Sherry K

Series 63, Series 65

Bel Air, MD

Janney Montgomery Scott

Sherry Kimball is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She has been with Janney Montgomery Scott since 2015 and holds Series 63 and Series 65 licenses. 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, 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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Elizabeth P

Series 63, Series 65

Bel Air, MD

Janney Montgomery Scott

Elizabeth Plunkett is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Janney since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory work, Plunkett serves as a board member for the Rockfield Foundation and is a nominating committee member for the Community Foundation of Harford County. 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 charitable organizations, offering a range of brokerage, financial planning, 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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