Ponte Vedra Beach, FL Office

Howard Newman is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He 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, corporate and retirement plan sponsors, and municipal clients, and offers a combination of brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Angela Winburn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Janney Montgomery Scott since 2006. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple wrap and advisory programs.

Jeffrey Tidwell is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a joint owner of a rental property in Ponte Vedra Beach, Florida. Janney Montgomery Scott 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, and institutions, offering a range of brokerage services, financial planning, and advisory programs.

Andrew Shaffer is a financial advisor with Janney Montgomery Scott in Ponte Vedra Beach, FL. He holds Series 63 and Series 66 designations and has one year of industry experience. His prior work includes positions at Fidelity Investments, Alo Yoga, LuluLemon Athletica, Sunglass Hut, and Cellular Sales. 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, offering brokerage, financial planning, consulting, and various advisory programs.

Loretta Beardeaux Proulx is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 16 years. She is based in Ponte Vedra Beach, Florida. 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 charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Thomas Conaghan is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2009. 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 services, financial planning, and advisory programs.

Michael Graves is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, he is a referral representative for Melaleuca, Inc., a shopping club. 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 charitable organizations, offering brokerage services, financial planning, and various advisory programs.

Peyton Wylie is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He has been with Janney since 2015 and holds Series 63 and Series 66 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, corporate and retirement plans, and charitable and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Linda Wall is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds a Series 63 designation and has worked at Janney Montgomery Scott since 2021. Prior to that, she was with Wells Fargo Clearing for four years and INVEST Financial Corp for 17 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Temple Waltemeyer is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2021, following prior experience at AXA Advisors. Outside of his advisory role, he has been involved with The Valley Inn for over a decade. 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, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Todd Bernstein is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent seven years with BB&T Securities. Outside of his advisory role, he serves as a board member of the Maserati Club of the Southeast, where he assists in planning 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 including individuals, families, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs that combine in-house and third-party portfolio management.

Dawn Bloom is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Merrill, Ameriprise Financial Services, and Wells Fargo Clearing before joining Janney. Janney Montgomery Scott LLC is a large 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 a range of brokerage, financial planning, consulting, and advisory services.

Rodger Goldman is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 certifications and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. He is based in Ponte Vedra Beach, FL. 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 a range of brokerage, financial planning, and advisory services.

Jon Foy Jr. is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill from 2016 to 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities, offering brokerage, financial planning, consulting, and advisory programs.

Thomas Galvin Jr. is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates for nine years. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services.