AeroLeads people directory · profile
Shane O'Brien Email & Phone Number
Managing Director
at
Janney Montgomery Scott LLC
1 work email found
@janney.com
3 phones found area 703 and 847
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
New London County, Connecticut, United States
Company size
Who is Shane O'Brien? Overview
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Quick answer
Shane O'Brien is listed as Managing Director at Janney Montgomery Scott LLC, a with 2579 employees, based in New London County, Connecticut, United States. AeroLeads shows a work email signal at janney.com, phone signal with area code 703, 847, and a matched LinkedIn profile for Shane O'Brien.
Shane O'Brien previously worked as First Vice President Wealth Management, Financial Advisor at Janney Montgomery Scott Llc and Financial Advisor at Morgan Stanley | Wealth Management | Mystic Harbor Group. Shane O'Brien holds Bachelor Of Science (Bs), Business Administration And Management, General from Mount St Mary'S College.
Company email context
Email format at Janney Montgomery Scott LLC
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*@janney.com
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AeroLeads found 1 current-domain work email signal for Shane O'Brien. Compare company email patterns before reaching out.
Profile bio
About Shane O'Brien
Clients enjoy Shane’s ability to Manage many situations. His calm and easy going personality instills confidence and resilience in all market conditions. Clients appreciate the network of professionals at his disposal to solve all level of situations. Most of all Shane is easy to trust, he makes the unknown definable, understandable and actionable.Success is only partially defined by your money. True success is also about your life and the things you value most deeply. There are relationships, Interests and goals that bring you joy. These vital elements need to be at the heart of your life's planHaving earned a B.S. in business management and administration from Mount St. Mary’s College, Shane has spent over 20 years serving the needs of his clients. In 2015, Shane partnered with June Strunk to form The Mystic Harbor Group, a team with more than 50 years of experience helping clients develop retirement, trust and estate planning strategies, as well as solutions for wealth transfer, philanthropic giving, business sale and succession planning and corporate stock plans. One of his passions is impact investing, aligning personal values and investments for sustainable results.Shane and his wife Julie of 20 plus years and there three children enjoy a variety of activities, including skiing, golfing, boating, fishing and team sports. As a family they are committed to helping improves the lives of others through volunteer hours, coordinating annual fundraisers and traveling to give hands on support.Areas of focus:Comprehensive Wealth AnalysisFinancial PlanningTrust & Estate Planning StrategiesInsurance needs analysis & ReviewsPhilanthropic PlanningFor more information about Janney, please see Janney’s Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
Listed skills include Investments, Retirement Planning, and Wealth Management.
Current workplace
Shane O'Brien's current company
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Janney Montgomery Scott Llc
4 roles
Shane O'Brien work experience
A career timeline built from the work history available for this profile.
First Vice President Wealth Management, Financial Advisor
CurrentMy ability to understand my clients’ yesterday and define their today enables me to help them discover the tomorrow of their dreams. Asking thoughtful questions and carefully listening to your story, I gain insight into how your past has shaped who you have become. Defining today means understanding the people, places and things that impact your life, learning about your passions and helping you address the challenges that could stand in your way. My clients do not view retirement as an end but the beginning of a new chapter. Many launch adventures or new businesses or second careers. Each client is different; so I would help you design your own roadmap, so you can gain confidence in your ability to achieve your ideal future.
May 2017 - Present
Financial Advisor
Morgan Stanley | Wealth Management | Mystic Harbor Group
Jan 2015 - May 2017
Jan 2005 - Jan 2015
Team & coworkers
Colleagues at Janney Montgomery Scott LLC
Other employees you can reach at janney.com. View company contacts for 2579 employees →
DD
Diana Davis
Colleague at Janney Montgomery Scott LlcClayton, North Carolina, United States
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MF
Martin Franks
Colleague at Janney Montgomery Scott LlcPhiladelphia, Pennsylvania, United States
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RG
Robert Gelsher
Colleague at Janney Montgomery Scott LlcWyncote, Pennsylvania, United States
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GE
Greg Ebersole
Colleague at Janney Montgomery Scott LlcPhiladelphia, Pennsylvania, United States
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FL
Fignh Laph
Colleague at Janney Montgomery Scott LlcCapitol Heights, Maryland, United States
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MA
Matthew Allen
Colleague at Janney Montgomery Scott LlcMedia, Pennsylvania, United States
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SP
Steven Pitassi
Colleague at Janney Montgomery Scott LlcProvidence, Rhode Island, United States
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KB
Kimberly Brown
Colleague at Janney Montgomery Scott LlcAtlanta, Georgia, United States
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JW
Julie W.
Colleague at Janney Montgomery Scott LlcUnited States
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AO
Andrew O'Neill
Colleague at Janney Montgomery Scott LlcTowson, Maryland, United States
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Diana Davis
Colleague at Janney Montgomery Scott LlcClayton, North Carolina, United States
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MF
Martin Franks
Colleague at Janney Montgomery Scott LlcPhiladelphia, Pennsylvania, United States
View →
RG
Robert Gelsher
Colleague at Janney Montgomery Scott LlcWyncote, Pennsylvania, United States
View →
GE
Greg Ebersole
Colleague at Janney Montgomery Scott LlcPhiladelphia, Pennsylvania, United States
View →
FL
Fignh Laph
Colleague at Janney Montgomery Scott LlcCapitol Heights, Maryland, United States
View →
MA
Matthew Allen
Colleague at Janney Montgomery Scott LlcMedia, Pennsylvania, United States
View →
SP
Steven Pitassi
Colleague at Janney Montgomery Scott LlcProvidence, Rhode Island, United States
View →
KB
Kimberly Brown
Colleague at Janney Montgomery Scott LlcAtlanta, Georgia, United States
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JW
Julie W.
Colleague at Janney Montgomery Scott LlcUnited States
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AO
Andrew O'Neill
Colleague at Janney Montgomery Scott LlcTowson, Maryland, United States
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1 education record
Shane O'Brien education
-
Mount St Mary'S College
FAQ
Frequently asked questions about Shane O'Brien
Quick answers generated from the profile data available on this page.
What company does Shane O'Brien work for?
Shane O'Brien works for Janney Montgomery Scott LLC.
What is Shane O'Brien's role at Janney Montgomery Scott LLC?
Shane O'Brien is listed as Managing Director at Janney Montgomery Scott LLC.
What is Shane O'Brien's email address?
AeroLeads has found 1 work email signal at @janney.com for Shane O'Brien at Janney Montgomery Scott LLC.
What is Shane O'Brien's phone number?
AeroLeads has found 3 phone signal(s) with area code 703, 847 for Shane O'Brien at Janney Montgomery Scott LLC.
Where is Shane O'Brien based?
Shane O'Brien is based in New London County, Connecticut, United States while working with Janney Montgomery Scott LLC.
What companies has Shane O'Brien worked for?
Shane O'Brien has worked for Janney Montgomery Scott Llc, Morgan Stanley | Wealth Management | Mystic Harbor Group, and Prudential Financial.
Who are Shane O'Brien's colleagues at Janney Montgomery Scott LLC?
Shane O'Brien's colleagues at Janney Montgomery Scott LLC include Diana Davis, Martin Franks, Robert Gelsher, Greg Ebersole, and Fignh Laph.
How can I contact Shane O'Brien?
You can use AeroLeads to view verified contact signals for Shane O'Brien at Janney Montgomery Scott LLC, including work email, phone, and LinkedIn data when available.
What schools did Shane O'Brien attend?
Shane O'Brien holds Bachelor Of Science (Bs), Business Administration And Management, General from Mount St Mary'S College.
What skills is Shane O'Brien known for?
Shane O'Brien is listed with skills including Investments, Retirement Planning, and Wealth Management.
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