Hosts Scott Phelan and Kevin Myers discuss interest rates, lending, and the current state of the economy with Chris Marinac, Director of Equity Research for Janney Montgomery Scott LLC.
No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.
They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.
No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.
Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Chris Marinac
Director of Research/Janney Montgomery Scott
As Director of Research at Janney Montgomery Scott, Chris Marinac oversees the firm’s Equity Research team, which covers more than 225 companies within the Financials, Healthcare, Infrastructure, and Real Estate sectors. The team aims to provide first class research on companies and the industry at large—which means staying ahead of the curve, understanding investors, and considering how events today will affect the future.
Chris has more than 27 years of financial services and research analysis experience. Prior to joining Janney in 2019, he was Co-Founder and Director of Research at FIG Partners LLC, a premier investment banking and research firm specializing in community banks. At FIG, he established and managed an award-winning Equity Research team that covered more than 150 banks, thrifts, and REITs. Earlier in his career, he spent six years as Managing Director at SunTrust Robinson Humphrey and five years as a Research Analyst at Wachovia Corporation (formerly Interstate/Johnson Lane Inc.).
He has served as a financial expert and resource to global and national media outlets including American Banker, Bloomberg, CNBC, Financial Times, FOX Business, and the Wall Street Journal.
Chris graduated from Kent State University with a Bachelor of Science in Accounting and Finance. He is actively involved with Atlanta Ronald McDonald House Charities Inc., where he is serving his fourth, three-year term as a board member.
Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor
Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is 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 a long and distinguished career in the financial services industry having 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. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.
Phone: 678.448.4841
sphelan@janney.com
Kevin Myers, CFP®
Vice President/Wealth Management, Financial Advisor
Kevin’s philosophy is simple; he worries about your finances so you don’t have to. As a Certified Financial PlannerTM (CFP®) Professional, Kevin helps clients develop and implement a comprehensive financial plan that is tailored to your needs. Kevin specializes in portfolio management, ensuring that each of his clients’ unique needs are being taken into account. Kevin has over 10 years of experience in the financial services industry and previously served as a consultant. He attended the University of Georgia where he earned his Bachelor of Science in Personal Financial Planning.
Phone: 678.448.4842
kmyers@janney.com
