Wilkes Barre, PA Office

Team
Updated today

Client AUM

$97,520,471,006

Clients

239,764

Advisors

9

Of 1,341 advisors across 159 offices

Location

613 Baltimore Drive, Suite 202

Wilkes Barre PA 18702

Advisors at this office

9

Advisors at this office

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Peter B

Series 63, Series 65

Wilkes-Barre, PA

Janney Montgomery Scott

Peter Butera is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Janney Montgomery Scott since 2021, following tenures at Bank of America and Merrill Lynch spanning over three decades. Outside of his advisory role, he serves on the finance and budget committee at the Westmoreland Club and is involved in several mentoring and board positions with local educational institutions and community organizations. 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 various wrap/advisory programs, utilizing both in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Tracy S

Series 65, Series 63

Wilkes-Barre, PA

Janney Montgomery Scott

Tracy Smithnosky is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2019, following six years at Merrill. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Sandra H

Series 63, Series 65

Wilkes-Barre, PA

Janney Montgomery Scott

Sandra Harper is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds Series 63 and Series 65 licenses. Harper has been with Janney Montgomery Scott since 2004, except for a brief period in 2021 when she worked at Chapin, Davis. 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 a range of brokerage, financial planning, and advisory services, combining in-house portfolio management with third-party managers across multiple programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Susan W

Series 63

Wilkes-Barre, PA

Janney Montgomery Scott

Susan Whitesell is a financial advisor with Janney Montgomery Scott in Wilkes-Barre, PA, holding a Series 63 credential and 32 years of industry experience. She has been with Janney Montgomery Scott since 1997. Outside of her advisory role, she has been involved with the Wyoming Avenue Christian Church since 2015 and was affiliated with the Perfect Harmony Center for the Arts in 2017. 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, offering brokerage services, financial planning, consulting, and various advisory programs through a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Jason W

Series 66

Wilkes-Barre, PA

Janney Montgomery Scott

Jason Wood is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. Wood serves on the board of directors for the Marian Sutherland Kirby Library in Mountain Top, PA, participating in monthly meetings and fundraisers. 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 advisory services through a range of in-house and third-party managed portfolio programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Mandie H

CFP®, Series 66

Wilkes-Barre, PA

Janney Montgomery Scott

Mandie Hendricks is a CFP® with 14 years of industry experience currently serving at Janney Montgomery Scott since 2021. Her prior experience includes roles at Bank of America and Merrill. She is active in her community as a volunteer board member for both the Freeland YMCA and the Luzerne County Community College Foundation. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations. The firm offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Keith K

Series 63, Series 65

Wilkes-Barre, PA

Janney Montgomery Scott

Keith Kleinman is a financial advisor with Janney Montgomery Scott in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and a variety of advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Francis N

Series 66

Wilkes-Barre, PA

Janney Montgomery Scott

Francis Nockley is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2023, with prior experience at Savello USA. 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 advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Steven J

Series 66

Wilkes-Barre, PA

Janney Montgomery Scott

Steven Jordan is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Janney Montgomery Scott since 2021, following a decade at Bank of America and over two decades at Merrill. 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 municipalities—offering brokerage services, financial planning, and advisory programs with a combination of in-house and third-party asset management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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