Goles Troiano Wealth Advisory Group of Janney Montgomery Scott

08/27/2026

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process.

Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4cxOgjB

08/25/2026

I’m pleased to welcome Financial Advisor Jenna Fiore, First Vice President/Wealth Management, to Janney’s Glastonbury, Connecticut office. Jenna joins from Wells Fargo and manages nearly $150 million in client assets.

I look forward to seeing Jenna grow her practice with the flexibility, personalized support, and advisor-first culture Janney provides.

If you’re considering what’s next for your practice, let’s talk.

https://bit.ly/4xpu5fW

08/18/2026

I’m pleased to welcome Madura Private Wealth Group to Janney in Lake Forest, Illinois, further expanding our presence in Greater Chicago. Led by Financial Advisor Daniel Madura, the team joins us from Wells Fargo and manages nearly $420 million in client assets.

Welcome to Janney!

https://bit.ly/4wzL79Y

08/18/2026

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/4xO3Pvv

08/13/2026

Managing your finances should be simple and secure. With eDelivery, you can access important account documents online as soon as they're available, including statements, trade confirmations, tax forms, and more.

Watch this short video to learn how to enroll in eDelivery: https://bit.ly/4bLiCi1

08/11/2026

Missed our recent PlanWise webinar? No problem—click the link to watch the full recording and explore the insights shared during the session.

08/10/2026

What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.

Read the August report here: https://bit.ly/4z8zOb7

08/07/2026

I’m pleased to welcome Financial Advisor De Forest Johnson to Janney in Wilmington, Delaware. Previously with Ameriprise, De Forest joins Chesapeake Wealth Advisor, an established eleven-person team. I'm excited to see him continue serving clients alongside the team with the support of Janney.

If you’re thinking about what the right partner could look like for your business, let’s connect.

08/07/2026

Lunchtimes just got easier! Explore this delightful selection of quick recipes.

These quick and easy lunches are ready in 20 minutes or less and don't require lengthy ingredients lists.

08/03/2026

Following the Federal Reserve’s decision to hold interest rates steady, our Investment Strategy Group examines what limited guidance and ongoing policy reviews could mean for monetary policy and the markets.

Any big changes in the Fed’s approach will have to wait for the various policy “task forces” to issue findings.