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PHELAN & MYERS 2 FOR 20: Decade-by-Decade Investment Strategy

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Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Decade-by-Decade Investment Strategy
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Scott Phelan and Kevin Myers

Hosts Scott Phelan and Kevin Myers break down a decade-by-decade investment strategy, showing how your approach to investing should evolve from your 20s to your 60s and beyond – adapting to changing goals, risk tolerance, and financial priorities at each stage of life.

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

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

PHELAN & MYERS 2 FOR 20: Understanding Your Insurance with Todd Shambo

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Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Understanding Your Insurance with Todd Shambo
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Todd Shambo and Scott Phelan

Host Scott Phelan is joined by State Farm Insurance Agent Todd Shambo to discuss homeowners insurance and auto insurance, sharing advice on how much insurance coverage one should have, when someone should submit a claim, and more.

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

PHELAN & MYERS 2 FOR 20: Venture Capital and Business Start-ups with Mike Dowdle of Circadian Ventures

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Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Venture Capital and Business Start-ups with Mike Dowdle of Circadian Ventures
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Scott Phelan and Mike Dowdle

Host Scott Phelan is joined by Mike Dowdle of Circadian Ventures to explain how business start-ups are funded and the differences between venture capital, angel investors, and private equity.

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

PHELAN & MYERS 2 FOR 20: Interest Rates, Lending, and the Current State of the Economy with Janney Director of Research Chris Marinac

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Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Interest Rates, Lending, and the Current State of the Economy with Janney Director of Research Chris Marinac
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Kevin Myers, Chris Marinac, Scott Phelan

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

PHELAN & MYERS 2 FOR 20: The State of the Economy (and More!) with Janney Spokesperson Mark Luschini

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Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: The State of the Economy (and More!) with Janney Spokesperson Mark Luschini
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Are we seeing a recession? What’s the state of the economy? How about the stock market and bond market? Should you invest in AI? Host Scott Phelan asks these questions to Janney’s investment spokesperson, Mark Luschini.

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.

Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC
President and Chief Investment Officer, Janney Capital Management

Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity, Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.

As Chief Investment Strategist, Mark serves as the Janney’s investment spokesperson, offering national market commentary, and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.

Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds.

His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.

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

PHELAN & MYERS 2 FOR 20: Artificial Intelligence (AI) with James Walters of TeK7 Business Services

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Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Artificial Intelligence (AI) with James Walters of TeK7 Business Services
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James Walters with TeK7 Business Services

Hosts Scott Phelan and Kevin Myers discuss the latest in artificial intelligence (AI) with James Walters of TeK7 Business Services.

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

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

PHELAN & MYERS 2 FOR 20: Year-End Tax Planning

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Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Year-End Tax Planning
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Alexander Larson, Scott Phelan, Chris Wiginton, Kim Hartsock

Host Scott Phelan discusses year-end tax planning with CPA Alexander Larson, tax attorney Chris Wiginton, and Kim Hartsock, managing partner with Warren Averett CPAs and Advisors.

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

Wayne Naugle, Families 4 Families, and Scott Phelan, Janney Montgomery Scott

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Families 4 Families
Good2Give Podcast
Wayne Naugle, Families 4 Families, and Scott Phelan, Janney Montgomery Scott
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Families 4 Families

Wayne Naugle, Families 4 Families, and Scott Phelan, Janney Montgomery Scott (Good2Give Podcast, Episode 6)

Wayne Naugle, Executive Director of Families 4 Families, and Scott Phelan, Janney Montgomery Scott, joined hosts Maria Walden-Sullivan and DePriest Waddy on this edition of the Good2Give Podcast. Wayne shared his own story of adopting two girls through the foster care system and discussed the process and challenges that both families and children face. Wayne covered the process of becoming a foster parent, dealing with special needs children, and how Families 4 Families supports those involved in fostering and adopting. Wayne and Scott discussed how charitable partnerships help nonprofit organizations achieve their missions, the role of community foundations and donor-advised funds in supporting organizations like Families 4 Families, and more.

The Good2Give Podcast is presented by the Community Foundation for Northeast Georgia and is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Families 4 Families

Families 4 Families was founded in 2017.  Today they have seven offices in Georgia and have placed over 900 kids in foster homes. Since they started adoptions in 2018, they have completed over 130 adoptions in Georgia alone. Families 4 Families is recognized as the largest faith-based agency in Georgia. They have placed over 200 kids in 2023 alone.

Website | Facebook | Instagram

Wayne Naugle, Executive Director, Families 4 Families

Wayne Naugle, Executive Director, Families 4 Families

Wayne Naugle is a Gwinnett native; he graduated from Berkmar High School in 1990 and went on to earn an associate degree from Gwinnett Tech. His background consists of land clearing and landscaping. Later in life, he attended Luther Rice University and holds a degree in Ministry Arts.

Wayne and his wife Kelli have been married for 30 years and have five biological children, two adopted children, and one perfect granddaughter.

 

Willett Phelan Myers Rodts Wealth, Janney Montgomery Scott

No matter where you are in life—just starting out, in your peak earning years, nearing retirement, or contemplating your legacy—Willett Phelan Myers Rodts Wealth 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 need is more important than your own. They pride themselves on 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 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.

Website 

Scott Phelan, CFP, Executive Vice President/Wealth Management, Financial Advisor, Janney Montgomery Scott

Scott Phelan, CFP, Executive Vice President/Wealth Management, Financial Advisor at Janney Montgomery Scott

Scott Phelan has over 20 years of financial advisory 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.

LinkedIn

Topics Discussed in this Interview:

01:23 Wayne’s Personal Journey into Foster Care

04:26 Challenges and Realities of Foster Care

07:00 The Adoption Process and Special Needs Children

13:28 The Importance of Foster Home Placement

16:59 Personal Stories and Experiences with Foster Care

18:48 Reconnecting with a Birth Mother

20:14 Support Groups for Foster Parents

21:07 Providing Additional Support for Foster Families

21:39 The Importance of Breaks for Foster Parents

23:53 Fundraising Efforts and Support

25:39 The Role of Donor Advised Funds in Charitable Giving

35:37 The Impact of Foster Care on Other Social Issues

37:14 Contact Information and Final Thoughts

The Good2Give Podcast celebrates the work of donors, nonprofits, and the causes they care about. The hosts of the show are DePriest Waddy and Maria Walden-Sullivan, and the show series is presented by the Community Foundation for Northeast Georgia.

The Good2Give Podcast is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. You can also find the show on all the major podcast apps, including Apple Podcasts, Spotify, and many others.

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving the world through the power of philanthropy.

On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations, and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes, and their income is used to make grants for a wide variety of charitable purposes.

But the Foundation’s goals expand far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia, and beyond by providing leadership, addressing community needs, and assisting individuals and organizations with their charitable giving.

Connect with CFNEG:
Website | Facebook | LinkedIn | Twitter | Instagram

PHELAN & MYERS 2 FOR 20: Greg Trevor, Associate Vice President and Spokesperson at University of Georgia and 9/11 Survivor

by

Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Greg Trevor, Associate Vice President and Spokesperson at University of Georgia and 9/11 Survivor
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Greg Trevor

On this special episode, host Scott Phelan speaks with his friend Greg Trevor, Associate Vice President and University Spokesperson at the University of Georgia. Greg shares his personal story of working for the New York/New Jersey Port Authority in the North Tower of the World Trade Center on the morning of September 11th, 2001 when terrorists struck. He discusses what happened that morning and how he and others escaped before the tower collapsed.

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

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