Continues growth in North Carolina region

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the addition of The McCollum Group in Charlotte, North Carolina. 

The team is led by Financial Advisor W. Travis McCollum, CFP®, Executive Vice President/Wealth Management. He is joined by Jamie Halbig, Senior Registered Private Client Associate. The team was previously associated with Baird.

“We’re excited to continue the growth of our Charlotte office with the addition of The McCollum Group. Travis is a well-respected advisor and a valuable addition to the Janney team,” said Tim Jones, Complex Director. “Over the last several years we have added twelve advisors in the Charlotte Complex who desire the autonomy to serve their clients with resources that Janney provides.”

Travis has over two decades of experience in the industry. Prior to joining Janney, he worked at Baird as Managing Director. In addition to his experience at Baird, Travis also served as Financial Advisor at Wachovia Securities/Wells Fargo Advisors. He strives to put the needs and interests of his clients first by providing thorough financial advice and exceeding client expectations. Throughout his career, Travis has earned numerous industry accolades and is recognized by Forbes as a Best-in-State Wealth Advisor in North Carolina. Travis earned his Bachelor of Arts degree from Wake Forest University and continued his education by obtaining the CERTIFIED FINANCIAL PLANNER™ professional designation.

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