PHILADELPHIA – Janney Montgomery Scott LLC has welcomed Financial Advisor Shane Kelly, First Vice President/Wealth Management, in Darien, Connecticut. Shane joins from Oppenheimer and manages over $120 million in client assets.
“Janney’s advisor-first culture and collaborative approach align with how I serve clients,” said Shane Kelly. “I was looking for a firm that supports independence while providing thoughtful resources and team support, so I can stay focused on delivering personalized guidance for the families I work with.”
Shane has 14 years of experience in the financial services industry and provides comprehensive wealth management guidance spanning planning, portfolio strategy, and multi-generational needs. His work includes helping clients navigate retirement planning, tax-aware investing, and wealth preservation decisions aligned to their goals. Prior to joining Janney, he previously worked with Oppenheimer & Co., Commonwealth Financial Network, and Kestra Financial.
Shane serves as a board member of Especially Everyone, a Connecticut-based nonprofit dedicated to creating meaningful social connection through music designed for neurodiversity at its core.
