The Great South Advisory Group of Janney Montgomery Scott LLC

The Great South Advisory Group of Janney Montgomery Scott LLC The Great South Advisory Group is a team of investment professionals who manage a plan driven, concierge sized practice with a formal investment process.

The Great South Advisory Group is a team of investment professionals with over 100 years of combined experience in the industry. The team manages a plan driven, concierge sized practice with a formal investment process which assures clients of regularly scheduled contact and rapid response to any client concerns. The Great South Advisory Group provides clients with various services tailored to hel

p them achieve their goals. The team strives to provide exceptional planning throughout all of the phases of investing: wealth accumulation, wealth preservation and wealth distribution. We want to Protect your assets and preserve your assets from the effects of inflation, and have your assets Participate in market growth.

Summer is a great time to drink rosé wines. This is a nice one from Italy that I recently enjoyed. What's in your glass?
09/09/2026

Summer is a great time to drink rosé wines. This is a nice one from Italy that I recently enjoyed. What's in your glass?

Happy Finance Friday! Here is an interesting read. If you have any questions, let's talk! 803-223-7008
09/04/2026

Happy Finance Friday! Here is an interesting read. If you have any questions, let's talk! 803-223-7008

According to Morningstar, U.S. equity mutual funds took 1.67 percentage points out of annualized returns over the past five years (based on tax rates for investors in the highest tax bracket).1 Over decades, this “tax drag” may compound and can affect progress toward your long-term wealth accu...

Happy National South Carolina Day! Today is a day we reflect on the timeless and bountiful beauty of this great state w...
08/31/2026

Happy National South Carolina Day! Today is a day we reflect on the timeless and bountiful beauty of this great state we call home. Send us a photo of your favorite spot in South Carolina!

As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retire...
08/28/2026

As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.

Questions? Give me a call! 803-223-7008

For many retirees, Medicare Part B is one of the most visible health care costs because the premium is often deducted directly from Social Security benefits. In 2026, the standard Part B monthly premium is $202.90, up from $185 in 2025. The annual Part B deductible is $283, up from $257. Part B gene...

08/27/2026

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process.

Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4glyoTx

Happy National Dog Day from the hardest working part of Great South Advisory Group - glad to have them "holding down the...
08/26/2026

Happy National Dog Day from the hardest working part of Great South Advisory Group - glad to have them "holding down the fort" while Chip and the team are at work! Featuring Chip's Henry, Linda's Caymus, Courtney's Rocket, and Ala's Sunny!

"Why wait for the bowl when you can have the whole bag?" -Henry (my dog)
08/20/2026

"Why wait for the bowl when you can have the whole bag?" -Henry (my dog)

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there a...
08/18/2026

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/4g7rWiY

A photo of my daughter, Isabel, in Madrid, celebrating an unforgettable moment for Spain and the excitement of a World C...
08/12/2026

A photo of my daughter, Isabel, in Madrid, celebrating an unforgettable moment for Spain and the excitement of a World Cup win.

08/11/2026

Missed our recent PlanWise webinar? No problem—click the link to watch the full recording and explore the insights shared during the session.

Address

1441 Main Street, Suite 700
Columbia, SC
29201

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when The Great South Advisory Group of Janney Montgomery Scott LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Great South Advisory Group of Janney Montgomery Scott LLC:

Shortcuts

Share

Category