The addition expands the firm’s presence in northeast Florida.

PHILADELPHIA — Janney Montgomery Scott LLC, a leading full-service wealth management, investment banking, and asset management firm, today announced the addition of The Goldman Group, based in Ponte Vedra, Florida. 

The team, joining from Wells Fargo Advisors, consists of Financial Advisor Rodger Goldman, Executive Vice President/Wealth Management, and Account Executive Steffy Kaiser, Assistant Vice President.

“We’re thrilled Rodger and Steffy have chosen to join Janney. As we expand Janney's presence and team in northeast Florida, the addition of a team with the caliber of The Goldman Group is a testament to Janney’s being a destination for advisors seeking an independent-minded firm with the resources of a large firm,” said Tom Galvin, Complex Manager. 

“Rodger and Steffy bring significant wealth management experience and history of client service excellence to our team, and we’re excited to welcome them to Janney. We look forward to helping them grow their practice and provide the best possible service to their clients,” said Thomas Conaghan, Branch Office Manager.  

Rodger has over 30 years in the investment business and is dedicated to helping individuals meet their

financial needs. He develops financial, retirement, and investment plans around his clients’ long-term goals and risk tolerance. His extensive experience throughout major shifts in the markets and geopolitical events enables him to help structure a balanced portfolio to address specific financial goals. Rodger earned his bachelor’s degree in political science from the University of Tulsa.

Steffy works with clients to maintain excellent service and client communication standards within the practice. This includes trading, document processing, asset movement, account maintenance and preparing financial plans. Steffy earned her bachelor’s degree in finance from The University of South Florida.

Media Contact

Bradd DelMuto

Director, Corporate Communications

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