Adds over $2.2 billion in assets under advisement to Private Client Group.

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce 11 Financial Advisors joined the firm in the third quarter of 2023. 

The Financial Advisors collectively manage over $2.2 billion in assets and joined Janney from Merrill Lynch, Raymond James, Wells Fargo Advisors, and Commonwealth Financial Network. 

In 2023, Janney has added a total of 22 Financial Advisors who collectively manage nearly $3.2 billion in assets. In addition, the firm has opened new branch offices in Grosse Pointe, Michigan; St. Petersburg, Florida; and Pittsfield, Massachusetts. 

“We’re pleased to continue our recruiting momentum with the addition of these talented and experienced Financial Advisors,” said Kevin Reed, President of the Private Client Group. “Janney is a destination firm for advisors seeking a boutique and client-focused culture with the resources and platform of a larger firm.” 

The Financial Advisor additions in the third quarter of 2023 include: 

Berkshire Wealth Advisors – Pittsfield, Massachusetts 

  • Stephen Sykes, Executive Vice President/Wealth Management 
  • Tamara Lee, Financial Advisor. 
  • Formerly: Raymond James

Best Financial Strategies Group – Goldsboro, North Carolina 

  • John Best, Executive Vice President/Wealth Management. 
  • Formerly: Wells Fargo 

Market Street Advisors – Montvale, New Jersey

  • John Fetherston, Senior Vice President/Wealth Management. 
  • Louis LoGrasso, Senior Vice President/Wealth Management. 
  • Jay Day Jr., Senior Vice President/Wealth Management. 
  • Irwin (Casey) Wolf, Senior Vice President/Wealth Management. 
  • Formerly: Merrill Lynch 

John Battista, Vice President/Investments - Radnor, Pennsylvania. 

  • Formerly: Wells Fargo Advisors

Haden Dudley III, Vice President/Wealth Management - Roanoke, Virginia.

  • Formerly: Wells Fargo Advisors 

Jacqueline Dufresne, Financial Advisor - Albany, New York.

  • Formerly: Commonwealth Financial Network

Brian Tammaro, Financial Advisor - Independence, Ohio. 

  • Formerly: Key Investment Services

Media Contact

Bradd DelMuto

Director, Corporate Communications

Contact Bradd DelMuto

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