Janney is pleased to announce that 12 Financial Advisors joined the firm in the first quarter of 2020, adding a total of nearly $1 billion in assets under advisement to its Private Client Group.

PHILADELPHIA –Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce that 12 Financial Advisors joined the firm in the first quarter of 2020, adding a total of nearly $1 billion in assets under advisement to its Private Client Group.

The additions come on the heels of another successful recruiting year in 2019 when Janney welcomed 44 Financial Advisors. The firm has more than $82.4 billion in assets under advisement as of March 31, 2020.

“We’re pleased to welcome these experienced and talented Financial Advisors to the firm,” said Jerry Lombard, president of the firm’s Private Client Group. “During a period of uncertainty related to coronavirus, our stability and client-centric platform continues to attract advisors.”

Janney’s new Private Client Group employees include four teams, five individual advisors, two Private Client Associates, and span more than seven branch offices.

The additions include:

  • Dupre Keating Group – Berwyn, Pennsylvania, and Lewes, Delaware
    • Dawn Dupre, Executive Vice President/Wealth Management, Financial Advisor
    • Megan Keating, First Vice President/Wealth Management, Financial Advisor
    • Sarah Smith, Vice President/Wealth Management, Financial Advisor
    • Mary Anne Perrone, Vice President/Wealth Management, Financial Advisor
    • Kathleen Fisher, Senior Registered Private Client Associate
  • May Fisher Wealth Management – Columbus, Ohio
    • Daniel Fisher, Senior Vice President/Wealth Management, Financial Advisor
  • The Tango Group – Bedminster, New Jersey
    • Anthony Tango, Executive Vice President/Wealth Management, Financial Advisor
    • Carmine Tango, Financial Advisor
  • Seger Wealth Management – Newtown, Pennsylvania
  • Jimmy Hare, Senior Vice President/Wealth Management, Financial Advisor – Goldsboro, North Carolina
    • Cynthia Jones, Private Client Associate
  • Sheryl Oswald, Financial Advisor – Lancaster, PA
  • Tahj Holden, Financial Advisor – Red Bank, NJ

About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, the New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.

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Bradd DelMuto

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