Mystic, CT Office

Patricia Grady is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of her advisory role, she volunteers at the Ledyard Food Pantry in Connecticut, assisting with sorting and packaging food donations. 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, and charitable organizations, providing brokerage, financial planning, consulting, and various advisory programs.

Manly Church is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes ten years at UBS Financial Services, Inc. from 2012 to 2022 before joining Janney in 2022. 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, and offers brokerage, financial planning, consulting, and multiple advisory programs.

Samuel Greenfield is a financial advisor at Janney Montgomery Scott with a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked in professional sailing events including the Australia SailGP Team, Volvo Ocean Race, and Oracle Team USA. Outside of finance, he is a freelance media producer, filmmaker, and photographer, with a personal business selling photography prints. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Barry Saluk is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Janney since 2016, following eight years at Merrill and fourteen years at Citigroup Global Markets. Saluk is involved in community activities as a member of the Rotary Club of Mystic and serves on the board of St Edmunds Retreat in Mystic, Connecticut. 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, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through various managed programs and centralized asset management.

Matthew O'Brien Jr. is a financial advisor with Janney Montgomery Scott who holds a Series 66 credential and has seven years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services, William Gombatz, The Confidential Search Co, MW Financial Group LTD, and Edward Jones Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and 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.

Garrett Hofer is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked previously at UBS Financial Services. Outside of his advisory role, he volunteers as a coach and secretary for the Shoreline Spartans Youth Rugby team. 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 range of clients, including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through various managed account programs.

Frederick Leonard is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2019, with previous roles at Wells Fargo Clearing and A. G. Edwards & Sons. He serves as President of the Board for the Slopeside Village Condominium Association in Killington, Vermont. 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 multiple advisory programs with a combination of in-house and third-party portfolio management.

Lisa Cayer is a financial advisor with Janney Montgomery Scott, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2009 to 2017 before joining Janney Montgomery Scott, where she has been since 2017. 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, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory services through in-house and third-party portfolio management.

Montgomery Bradley is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes positions at Janney Montgomery Scott since 2019, Wells Fargo Clearing from 2016 to 2019, and A. G. Edwards & Sons, Inc. from 2000 to 2008. Outside of advising, he owns a part-time seasonal rental property in Gouldsboro, Maine. 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 and offers brokerage services, financial planning, consulting, and various wrap/advisory programs through a combination of in-house and third-party portfolio management.

Frederick Leonard is a financial advisor at Janney Montgomery Scott with 12 years of industry experience and holds the Series 66 designation. His career includes roles at Wells Fargo Clearing and STIFEL before joining Janney Montgomery Scott, where he has worked since 2019. Outside the financial sector, he has been involved with Abbotts Lobster in the Rough since 2020. 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, financial planning, consulting, and various advisory programs that integrate in-house portfolio management and third-party managers.

James Elliott is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Chelsea Groton Bank, Infinex Investments, Commonwealth Financial Network, Citizens Securities, CUNA Brokerage Services, and Quick & Reilly. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Justin Staub is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and four years of industry experience. His career includes multiple roles at Janney Montgomery Scott since 2021 and prior experience at Wells Fargo Advisors. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.