Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: The Basics of Fraud Protection

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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.

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

Bill Bruton/WF Bruton & Associates

Bill Bruton has over 26 years experience conducting complex financial investigations on behalf of the IRS Criminal Investigation Division. For the last 10 years, he specialized in international investigations of money laundering, fraud and criminal tax matters. These investigations covered the full spectrum of white-collar crime that affect the calculation of correct tax liability and violations of money laundering laws. Many of these investigations were coordinated with foreign law enforcement agencies and embassies including those in Britain, Australia, Spain and Italy.

In addition, he has authored articles on international money laundering and internet fraud. In 2002, Bill assisted the US Treasury, World Bank, IMF and FATF, participating in a World Bank/International Monetary Fund-led assessment of Bangladesh’s financial sector, including
Bangladesh’s anti-money laundering/anti-terrorist regime. He served as the Law Enforcement money-laundering expert for the compliance review of the country of Bangladesh for their ability to comply with International standards relating to money laundering compliance.

Bill has served as subject matter experts for the US Treasury Office of Technical Assistance and the US Embassy in Bosnia in the reform of their money laundering laws and restructure of the countries Financial Police. He also assisted the United Nations High Representative in Bosnia with an investigation of a major bank involved in illegal international money laundering. Bill has also testified in Federal and local courts as an expert in Money Laundering and IRS procedures.