Awards, Accolades & Media

For the fourth straight year, Charles was recognized by Barron's as one of America's Top 1,200 Financial Advisors in 2017. In addition, he was named to The Financial Times 400 list of Top Advisors.  Click here to read the Press Release.


Our team participated and won the Janney Zombie walking challenge.  A six week challenge involving 30 teams - we averaged over 400,000 steps!

 

 

 

 

 

 


Melanie successfully completed the College of Financial Planning's Accredited Wealth Management Advisor program, along with Janney's Retirement Income Planning program.


In January 2014, Janney Montgomery Scott, LLC named Charles to the Board of Managers.  Click here to read the Press Release.


"SWEET ON INVESTING: Sound advice and some life lessons from a New Haven Financial Advisor" - an interview with Charles as seen in New Haven Magazine and Business New Haven.


Charles was named Janney Montgomery Scott's Financial Advisor of the Year for 2012