Williamsport, PA Office

Team
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Janney Montgomery Scott

Enterprise

Firm-wide stats for Janney Montgomery Scott

Total advisors

1,343

Across 159 offices

Clients per advisor

179 Very High

Avg AUM per client

$406,735 Typical

HNW client ratio

42% Very High

About

Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages roughly $110 billion in discretionary and non-discretionary client assets. The firm serves a broad client base — individuals (including high-net-worth clients), families, trusts and estates, corporate and retirement plan sponsors, charitable organizations and municipal clients — and offers brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

The firm delivers investment advice through a mix of in‑house portfolio management and third‑party managers across eleven wrap programs, a unified managed account (UMA) overlay, and model portfolios; Janney Capital Management was integrated into the firm in 2026 to centralize professional asset management. It also operates a centralized Janney Client Service Center that provides limited, call‑center based advisory service and employs formal due‑diligence and monitoring processes for managers and pooled products.

Janney’s structure includes a New Hampshire‑chartered subsidiary trust company and it acts as a custodian for certain IRA, Coverdell, and qualified retirement assets — capabilities that are uncommon among large enterprise advisers and that support custody and trustee services in‑house. The firm is also registered as a municipal advisor (and is affiliated with a municipal advisor), continues to operate brokerage businesses that can involve commissions and “step‑out” trade execution, and discloses related conflicts and mitigation policies tied to affiliated ownership and third‑party relationships.

Based on Janney Montgomery Scott

Expertise

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

Based on Janney Montgomery Scott

Occupation focus

Executive Founder/Business Owner

Based on Janney Montgomery Scott

Location

25 West Third Street, Suite 600

Williamsport PA 17701

Advisors at this office

8

Advisors at this office

user avatar

Matthew C

Series 63, Series 65

Williamsport, PA

Janney Montgomery Scott

Matthew Cramer is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at Janney Montgomery Scott since 2017, following eight years at Bank of America and 26 years 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, planning, and advisory services.

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

Michael B

Series 66

Williamsport, PA

Janney Montgomery Scott

Michael Bennett is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services.

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

Series 63, Series 65

Williamsport, PA

Janney Montgomery Scott

Christine Marrazzo is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She has been with Janney Montgomery Scott since 1998. Outside of her advisory work, she participates in community activities including serving on the Finance Committee for St. Boniface Church, and holding board and committee roles with the Jersey Shore Public Library and the Susquehanna Health Foundation. 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, offering brokerage, financial planning, and advisory services, and combines 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
user avatar

Courtney K

Series 66

Williamsport, PA

Janney Montgomery Scott

Courtney Kasenchak is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 18 years of industry experience. Prior to joining Janney in 2021, she worked at Bank of America and Merrill from 2014 to 2021. She serves on the advisory council of the East Lycoming YMCA, focusing on community childcare and education needs. 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 and offers brokerage, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

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

Series 66

Williamsport, PA

Janney Montgomery Scott

Brandy Plocinski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 22 years of industry experience. She worked at Merrill Lynch for 15 years before joining Janney Montgomery Scott, where she has been since 2021. 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, and institutional sponsors, offering brokerage, financial planning, and advisory services supported by 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
user avatar

Allen K

Series 66

Williamsport, PA

Janney Montgomery Scott

Allen Kiessling is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds a Series 66 credential and has worked at Janney since 2021. His prior experience includes roles at Bank of America and Merrill. Kiessling serves on several nonprofit boards and coaches youth sports in the Williamsport, PA area. Janney Montgomery Scott is a 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, estates, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party investment 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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John C

Series 66

Williamsport, PA

Janney Montgomery Scott

John Confer is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and The Hartman Agency Inc. Outside of his advisory role, John serves as Vice Chair of the YMCA Advisory Council in Williamsport, is Vice President of the BNI GSV Business Exchange in Milton, and is a board member of Wildwood Cemetery in Williamsport. 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 individuals, families, trusts, corporate and retirement plan sponsors, and other entities through a range of brokerage, financial planning, and advisory programs, combining in-house and third-party portfolio management with custody and trustee services.

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

William D

Series 66

Williamsport, PA

Janney Montgomery Scott

William Daniels is a financial advisor with Janney Montgomery Scott in Williamsport, PA, holding a Series 66 designation and 21 years of industry experience. He has worked at Janney Montgomery Scott since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage and advisory services supported by in-house portfolio management, third-party managers, and a centralized Client Service Center.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
View complete list of advisors at this office
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