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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 4pm

The Portland Office of Janney Montgomery Scott LLC

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The Portland Office of Janney Montgomery Scott LLC

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Financial Advisors located in Portland, ME. Our page and updates are intended for U.S. residents only.

Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. For information about how Janney may use the information you provide, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

11/03/2026

A strong financial foundation can support more than long-term goals. It can help create more flexibility, more peace of mind, and more opportunity to enjoy life along the way. Visit our website to learn how we can together: https://bit.ly/4eHfncQ

10/31/2026

Enjoy the thrills, chills, and all the sweet moments that make Halloween special. Have a spook-tacular day!

10/29/2026

What trends are shaping the retirement plan experience?

In our latest PlanWise webinar, Jim Dowling, Vice President at Fidelity Investments, explores evolving participant behaviors, shifting plan sponsor priorities, and what these trends may mean for participant engagement and plan success.

Missed the live discussion? Click the link to watch the recording.

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10/29/2026

What’s driving the rapid expansion of the space economy?

In his latest commentary, Michael Halloran explores how falling launch costs, advancing satellite technology, increased defense spending, and new commercial applications are reshaping the space economy. Click the link to read the full report: https://bit.ly/48mA2PO

10/27/2026

Building a legacy doesn’t always have to wait.

Giving during your lifetime may provide an opportunity to support loved ones when it matters most, start meaningful conversations, and experience the impact of your generosity firsthand.

The idea of leaving an inheritance is deeply personal. It may represent years of hard work, careful saving, family sacrifice, or the desire to give children and grandchildren opportunities that previous generations did not have.

10/25/2026

I’m pleased to welcome Barry Richter, First Vice President/Wealth Management, to Janney in Radnor, Pennsylvania.

Barry joins Janney from Raymond James and manages more than $110 million in client assets. His addition follows the expansion of our Radnor office earlier this year with four Financial Advisors managing more than $630 million.

https://bit.ly/3U0C58R

10/24/2026

Financial plans can change as life changes.

With Play Zone® in Online Access, you can explore different financial scenarios and see how changes to your goals, savings, spending, and other assumptions may affect your broader plan.

Learn more: https://bit.ly/4yCw5kI

10/23/2026

Janney continues to grow in Texas with the opening of our new Houston office. The office brings together four experienced Financial Advisors, including Sean Fitzpatrick, Jim Edwards, Lance Murphy, and Christin Simon.

The advisors join us from Raymond James and collectively manage nearly $3.5 billion in client assets. Their decision to join Janney reflects what experienced advisors value about our firm: flexibility, personalized support, and the resources to serve clients and grow their practices.

If you’re evaluating what’s next for your practice, let’s talk.

https://bit.ly/4eR3Bwv

10/22/2026

We love using Clynk for our deposit bottles at work to contribute to our favorite charities, like Girls on the Run- Maine, Animal Refuge League of Great Portland, and The Root Cellar.

Whether seeking information on CLYNK’s higher-use recycling process, or opportunities to generate operating funds, non-profit organizations often turn to CLYNK for support.

10/22/2026

An inheritance is about more than what you leave behind. Helping the next generation understand the values, responsibilities, and decisions that come with family wealth can be an important part of preparing them for the future.

Explore ways to approach the inheritance conversation with your children: https://bit.ly/4yFcdh0

Address

One City Center, Suite 701
Portland, ME
04101

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4pm

Website

http://www.janneyportland.com/

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