Janney welcomes Phelan and Myers, and experienced team of Financial Advisors.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management,
capital markets, and asset management firm, announced the addition of the Phelan and Myers Wealth Management Group in Atlanta. The team was formerly associated with Morgan Stanley.
The team is led by Financial Advisors Scott Phelan, Executive Vice President/Wealth Management, and Kevin Myers, Vice President/Wealth Management. They are joined by Cindy Hions-Dayoub, Wealth Planning Assistant/Wealth Management, and Senior Registered
Private Client Associate.
“We’re excited to welcome an experienced team of Financial Advisors to our growing presence in the Atlanta market. Scott and Kevin bring a client-centric philosophy built around comprehensive wealth management that helps clients achieve their financial goals. We look forward to supporting them and their clients,” said Rick Ballou, Complex Manager and Senior Vice President.
About the Phelan and Myers Wealth Management Group:
- Scott Phelan, Executive Vice President/Wealth Management. Scott has more than 20 years of experience, and focuses on helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley.
- Kevin Myers, Vice President/Wealth Management. Kevin has more than 10 years of experience, and helps clients develop and implement comprehensive, tailored financial plans. He specializes in portfolio management, ensuring that each of his clients’ unique needs are being taken into account. Most recently, he held the position of Senior Portfolio Manager and Producing Branch Manager. He earned his bachelor’s degree from the University of Georgia.
- Cindy Hions-Dayoub, Wealth Planning Assistant/Wealth Management, Senior Registered Private Client Associate. Cindy has over 18 years of experience and supports all administrative aspects of the practice, helping clients with administrative requests, including trading and research. As a Certified Retirement Plan Counselor and by holding the Series 7, 66, 9, 10 and Life and Health Insurance licenses, Cindy is able to better assist Scott and Kevin with any questions clients may have regarding retirement and insurance.
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, the New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.