The Atlanta Complex of Janney Montgomery Scott LLC

05/08/2026

I’m pleased to welcome Financial Advisor Shane Kelly to Janney in Darien, Connecticut. He joins us from Oppenheimer with 14 years of experience and more than $120 million in client assets. Looking forward to his continued success at Janney.

https://bit.ly/48RrLnH

05/02/2026

May is Mental Health Awareness Month, shining a light on the importance of well-being and self-care. Let’s support one another, foster understanding, and work together to break the stigma around mental health.

05/01/2026

May is Military Appreciation Month, a time to honor the courage, dedication, and sacrifices of individuals who have served in our nation’s military. We are grateful for their service and the freedoms it protects.

05/01/2026

Effective email communication is an essential workplace skill. Review these tips to help sharpen your approach and make every message count.

These tried and tested tips will help you write effective email communications and improve your communications skills.

04/29/2026

When planning for retirement, many people focus on what they own in their portfolio. But where those assets are held can matter, too. Asset location is an important part of building a thoughtful retirement strategy. Learn more: https://bit.ly/4mZ2YE5

04/27/2026

This month, our Investment Strategy Group looks at how geopolitical tensions are shaping oil markets, highlights opportunities across emerging markets, and emphasizes the importance of maintaining a long-term investment perspective.

Read the April report here: https://bit.ly/4vVh7WQ

04/27/2026

I’m pleased to welcome Adam Runk and Greg Marco to Janney in Lancaster, Pennsylvania. They join us from FNB Trust with client relationships representing more than $760 million in assets.

Janney’s boutique, advisor-first culture and collaborative mindset—paired with the flexibility for advisors to run their practice their way—continues to resonate with high-quality teams. If you’re evaluating what’s next for your practice, let’s talk.
https://bit.ly/3QzWi3d

04/27/2026

In an article published in Kiplinger, our Head of Wealth Planning explores how “Trump Accounts” may fit into a family’s financial strategy for young children.

From tax considerations to how these accounts compare with 529 plans and Roth IRAs, the article outlines what parents should know as this new savings option emerges.

Read the full article here:

From July, Trump Accounts will offer a potential $1,000 federal grant for children born in 2025 through 2028. There are some limits and unknowns, though.

04/23/2026

Happy Earth Day! Let’s take a moment to appreciate and preserve the natural wonders of our planet.

04/22/2026

Congratulations to the record number of Janney Financial Advisors recognized by Forbes as Best-In-State Wealth Advisors. We’re proud to celebrate their success and their continued dedication to delivering personalized guidance and exceptional service to clients.