Red Bank, NJ Office

Robert Bennett Jr. is a financial advisor with Janney Montgomery Scott who holds Series 63 and Series 66 designations and has 38 years of industry experience. He has been with Janney Montgomery Scott since 1990. 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 municipalities, offering brokerage services, financial planning, and multiple advisory programs.

Kevin Charos is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Janney Montgomery Scott since 2001. Outside of his advisory role, he serves as a co-executor of a will and manages a family limited partnership for estate tax purposes. 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 wide range of clients including individuals, families, trusts, estates, and institutions, offering brokerage, financial planning, consulting, and multiple advisory programs with a combination of in-house and third-party portfolio management.

Gina Kletter is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and RBC Wealth Management. She serves on the board of directors for her personal residence homeowners association, assisting with community involvement and social affairs. Janney Montgomery Scott is a dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm provides a range of services to individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, delivering investment advice through in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Michael Mrotzek is a CFP® with 38 years of industry experience, currently affiliated with Janney Montgomery Scott. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 27 years. He also serves as an active executor and holds power of attorney responsibilities. 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, charities, and municipal clients, offering brokerage, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.