South Kingstown, RI Office

Daniel Carney is a Series 63 registered advisor with Janney Montgomery Scott, bringing 49 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves as Co-General Partner-Advisor and Consultant for the Caribbean Baseball Initiative Partnership, an investment vehicle focused on relocating Minor League Baseball franchises within the Caribbean, and participates on the Finance Committee of the Rhode Island Interscholastic Committee. 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 clientele, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, consulting, and multiple advisory programs.

Stuart Peterson is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including 12 years with Janney Montgomery Scott. 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 and offers brokerage, financial planning, and advisory services with a combination of in-house portfolio management and third-party managers.

Wendy Johnson is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 15 years before joining Janney. Johnson is also a Rhode Island Notary Public. 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 brokerage services, financial planning, and various advisory programs.