Janney Montgomery Scott LLC

We’re proud to share Janney has been certified as a Great Place to Work for the third consecutive year. This prestigious honor recognizes select employers that create an outstanding employee experience and is based entirely on current employees’ experience working at Janney. Thank you to our entire team for contributing to our collaborative and people-centric culture.

At Janney, we continually invest in our team to further their professional and personal development. We’re proud to host various conferences and events that provide opportunities for our team members to learn and develop. From distinguished speakers to engaging workshops, strategy sessions, and panels, there is something for everyone to help further their growth and better support our clients.

It is essential to have a well-defined target asset allocation as part of your financial plan. Learn more about the importance asset allocation and some strategies to find the right balance with your investments.

In the latest edition of Investment Perspectives, our Investment Strategy Group examines the price of gold, reviews the recent concerns around liquidity, and provides expectations for stocks over the next several months.

We’re pleased to share that 12 experienced Financial Advisors joined our Private Client Group in the first half of 2024, adding over $2.2 billion in assets under advisement. Read more about our new additions and some other highlights from this year.

We’re pleased to welcome 41 summer interns joining our Private Client Group this summer. Over the next several weeks, this group will be immersed in our firm and culture, working across various branch offices within our five regions. They’ll participate in valuable experiences and learn more about our industry to help build on their already impressive achievements.

Our Canonsburg, Pennsylvania, Branch Office recently sponsored and participated in the Pittsburgh Melanoma Foundation 5k Run/Walk. Team members gave away snacks and water, raffled off a prize, and offered free face painting for the kids. Since 2012, the Pittsburgh Melanoma Foundation has donated $450,000 to melanoma research and awareness programs in the Pittsburgh area.

When it comes to life insurance, do you have more questions than answers? If so, use this checklist to determine if you need it and, if you do, what solution best fits your needs.

Our Allentown, Pennsylvania, Branch Office recently sponsored and participated in the Women Golfers Give Back (WGGB) annual Clinic and Golf Tournament. The nonprofit enriches girls' lives throughout Pennsylvania, New Jersey, and Delaware by providing access to golf programs that teach skills, foster connections, and promote leadership and character development. Through the support of sponsors, WGGB enabled 750 girls, many of which come from disadvantaged communities, to participate in clinics, programs, and tournaments this past year.

Congratulations to Financial Advisor Coleen Kramer Beal, AWMA®, CDFA®, CLTC®for being recognized as a Quiet Champion of Change at the POWER Advocate Awards, an annual event that honors and celebrates leaders who have prioritized supporting the growth and mentorship of women at every stage of their careers. Coleen is actively involved in giving back to our firm and the community. She is a founding member and chairperson of the Mid-Atlantic Chapter of our Women’s Interactive Network ERG, and she serves on the Board of Directors for the Carroll County Chamber of Commerce and Girls on the Run - Central Maryland. She is also a Founding Member and Chair of the Carroll County Women’s Conference.