Barry M. Havener, CLTC
Senior Vice President/Investments
In April of 2012, Barry M. Havener joined Janney Montgomery Scott LLC and serves as Senior Vice President/Investments, forming the Havener Financial Group.
Barry's focus is on the two phases of retirement planning–accumulation and distribution. He is experienced at managing the intricacies of investment risk and return to provide balanced strategies to maximize retirement savings and income. His emphasis has always been on what he knows he can deliver: "Sound" financial advice and custom tailored customer service.
Barry recently completed the Certification for the Long-Term Care Program. He now holds a certification from the Corporation for Long-Term Care (CLTC). The course provides designees with in-depth knowledge on how to position long-term care insurance to protect the financial integrity of client retirement plans. It also equips Financial Advisors on the importance of long-term care planning as an effective inter-generational bridge.
Over the course of his accomplished career in the financial services industry, Barry has received several recognitions for the level of service, expertise and professionalism he brings to his client relationships. Barry was nominated for the 2010 edition of Who's Who Among Executives and Professionals, recognizing only the top 7% of investment advisors in the Sarasota area.
Barry is an experienced Financial Advisor who works with professionalism and integrity with meeting his clients' investment planning needs.
Branch Operations Assistant
Registered Private Client Assistant
As the Branch Operations Assistant, Christine is responsible for assisting in the day-to-day operations of the Sarasota Janney Branch.
As a Registered Private Client Assistant, Christine takes the time to help make sure clients receive the personal attention they deserve. An integral member of our team, Christine’s range of expertise includes resolving client inquiries, handling client communications, handling account documentation and disbursements and supporting our team’s back-office operations.
Prior to joining Janney, Christine worked as an Operations Manager at Morgan Keegan & Company, Inc. She received her Bachelor of Science in Business Education from the City University of New York/Baurch College, and she also holds her Series 7, 63, 66, 9 and 10 licenses. She lives in Lakewood Ranch, Florida.
Private Client Assistant
In addition to serving the needs of the staff members, Becky takes great pride in working with clients. Prior to joining Janney, she spent over 10 years with Continental Airlines in customer service and ultimately running the sales office in Sarasota. The proud mother of Michael and Nicholas and dedicated wife to Barry, Becky brings the same sense of warmth and enthusiasm to the team.
- Assists clients in all aspects of client service
- Processes, coordinates and implements the opening and consolidating of accounts for new and existing clients.
- Coordinates team calendar and schedules appointments
- Database management
We are also supported by a team of wealth management professionals and investment strategists working out of Janney's corporate headquarters in Philadelphia, PA. Their exceptional depth and breadth of experience in the areas of comprehensive financial planning, portfolio management, and asset protection, allow for the level of highly specialized financial management you expect.
*The Havener Financial Group provides complimentary investor education programs without a sales pitch to local organizations and civic groups. If you are a part of a group that could benefit from an educational speaker, please contact us at 941.366.8013 or click here.