Dallas, TX We Work Preston Center Office

Lauren Housh is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets for 11 years. Outside of her advisory role, she is the owner of a landscape design and consulting business and serves on the Board of Trustees for the Dallas Historical Society. 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, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

James Winkler is a financial advisor at Janney Montgomery Scott in Dallas, TX, holding Series 63 and Series 66 licenses with 45 years of industry experience. He worked at RBC Capital Markets for 11 years before joining Janney in 2025. 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, and institutional clients, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Randi Walker is a CFP® professional affiliated with Janney Montgomery Scott in Dallas, TX, with 12 years of industry experience. Prior to joining Janney in 2025, she held positions at RBC Capital Markets, Purshe Kaplan Sterling Investments, Concurrent Investment Advisors, Wealth Partners Alliance, and Raymond James Financial Services. She is also a member and co-owner of Major Works, LLC, a Dallas-based business where she manages bookkeeping. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Sean Fitzpatrick is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 21 years before joining Janney Montgomery Scott in 2026. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Christin Simon is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates Inc for 13 years and Oppenheimer for 3 years. 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 through brokerage services, financial planning, advisory programs, and combines in-house portfolio management with third-party managers across multiple platforms.

Lance Murphy is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James, Edward Jones, and Invesco. Outside of his advisory role, he is involved with Spring Tactical Training LLC, a gym based in Spring, TX. 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, high-net-worth clients, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage, financial planning, and advisory services with a combination of in-house and third-party portfolio management.

James Edwards is a financial advisor with Janney Montgomery Scott in Dallas, TX, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He previously worked at Raymond James & Associates for 23 years and UBS Financial Services for 9 years. Edwards is a limited partner in a private investment entity based in Houston. 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, consulting, and advisory services.