Janney Montgomery Scott LLC

🏈 Big news: Janney is now the Official Wealth Management Partner of the Philadelphia Eagles in a new multi-year strategic partnership. “We’re proud to partner with one of the most respected and successful organizations in professional sports to expand our brand presence in our hometown and share Janney’s story more broadly with Eagles fans and sports fans across our footprint. Just like the Super Bowl Champions, we believe success – on the field or in your financial life – comes from preparation, planning, and having the right team in place to achieve your goals,” said Tony Miller, Janney’s CEO and President. “We’re thrilled to welcome Janney Montgomery Scott as an Official Partner of the Eagles,” said Brian Napoli, Senior Vice President, Corporate Partnerships, Philadelphia Eagles. “With roots in Philadelphia tracing back to 1832, Janney champions client-focused, results-driven values that align with the team’s commitment to putting fans first. We’re excited to leverage this partnership to generate unique experiences and provide new and exciting opportunities for Eagles fans.” As part of the partnership, the southwest Tunnel Club and premium lounge at Lincoln Financial Field will be named the Janney Tunnel Club, an exclusive space for game-day and private event experiences. Together with the Eagles, Janney will also collaborate on community education and engagement initiatives, using our shared platform to highlight the importance of financial planning with fans, partners, clients, and the broader Philadelphia community. Learn more here: http://bit.ly/4mbPNOq Go Birds. Go Team Janney.

One's home and investment portfolio are two of the most critical family assets. Equity Strategist Michael Halloran shares a special report breaking down the key principles behind a well-constructed portfolio, from asset allocation to customization. Read the full report here: https://bit.ly/4oQ3KDP

What if you could view all your finances in one simple snapshot? With My Net Worth, easily combine your accounts to plan smarter and move forward with confidence. Discover the potential of your financial life, today!

The Virginia chapter of our Women’s Interactive Network recently organized a collection effort in support of the 8th Annual Ultimate Backpack Supply Drive for students in Virginia. Thanks to the generosity of our employees, the group gathered more than 2,500 supplies to help local students start the school year ready for success.

We’re pleased to welcome Financial Advisor Todd Buonocore, Senior Vice President/Wealth Management, to Janney’s Greenville, Delaware office. With over 30 years of industry experience, Todd is a seasoned advisor guiding clients through every stage of their financial journey. Welcome to Janney! Read more: http://bit.ly/3JoUyGw

What an incredible evening at Lincoln Financial Field as we officially unveiled the Janney Tunnel Club with Eagles leadership, partners, and clients for a special ribbon cutting celebration inside this exclusive space. This event is the beginning of an exciting partnership built on shared values of excellence, teamwork, and results. We’re grateful to the Philadelphia Eagles for welcoming us and look forward to creating meaningful opportunities for our clients, colleagues, and community. #PlanForMore #FlyEaglesFly

Our Corporate Summer Interns wrapped up a busy final month with highlights including: 🔹 A presentation with Bruce Milstein, Complex Director, sharing valuable insights into career paths within our Private Client Group and his own professional journey 🔹 An engaging Q&A session with our CFO Mike Hricko, providing an inside look at Janney’s financial strategy and leadership approach 🔹 Capstone Project presentations, where interns showcased their research and strategic thinking skills to colleagues across the firm 🔹 A fun outing to Five Iron Golf in celebration of National Intern Day, fostering connection and team spirit These final experiences capped off a summer of real-world learning, strong mentorship, and lasting connections. We’re proud of all they’ve accomplished and look forward to their continued success!

We are proud to share that Vivian Altman, Managing Director and Head of Public Finance, has been appointed to the Municipal Securities Rulemaking Board (MSRB). Congratulations, Vivian, on this well-deserved, prestigious recognition.

In this edition of Investment Perspectives, our Investment Strategy Group explores whether big banks are seeing the full picture, the hidden fees in your bond portfolio, and the key drivers that could move markets in the months ahead. Read here: https://bit.ly/4oxrjkO

Congratulations to the six Janney Financial Advisors named to the 2025 Forbes Best-in-State Next-Gen Wealth Advisors list! This recognition highlights their dedication to building trusted relationships and delivering the highest standard of personalized guidance. We’re proud to support these rising leaders shaping the future of wealth management.   Join us in celebrating Christopher Borden, CFP®, AEP®, John R Cortapasso Jr, CFP®, AWMA®, Bryan Eberly, Andrew Lawson, CFP®, Ryan McNamara, CLTC, Alex Vlahos, MBA, CFP®, CRPC™, CLTC®   Read more: http://bit.ly/41sOX7V