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

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management and investment banking firm, is pleased to announce 12 Financial Advisors joined the firm in the first half of 2024.

The Financial Advisors collectively manage over $2.2 billion in assets and joined Janney from Fidelity, Steward Partners Global Advisory, Osaic, Merrill Lynch, Raymond James, Wells Fargo, Citizens Wealth Management, Baird, and Truist.

In addition, the firm opened a new branch office in Bethesda, Maryland, and announced the addition of Tom Galvin as Senior Vice President and Complex Director to lead Janney's growth in the Northern Florida market. 

The Financial Advisor additions in 2024 include: 

The Goldman Group – Ponte Vedra, Florida

  • Rodger Goldman, Executive Vice President/Wealth Management 
  • Steffy Kaiser, Assistant Vice President, Account Executive
  • Formerly: Wells Fargo

The Johnson Group – Albany, New York

  • Mark Johnson, Senior Vice President/Investments
  • Dino Johnson, Vice President/Investments
  • Formerly: Steward Partners Global Advisory

Loud Wealth Management – Atlanta, Georgia

  • Joshua Loud, Financial Advisor
  • Formerly: Raymond James

The McCollum Group – Charlotte, North Carolina

  • Travis McCollum, Executive Vice President/Wealth Management
  • Formerly: Baird

Shore to Shore Private Wealth – Lewes, Delaware

  • Michael Koppenhaver, Executive Vice President/Wealth Management
  • Susan Demask, Vice President/Account Executive
  • Formerly: Merrill Lynch

Susan Bickel, Financial Advisor – Columbus, Ohio

  • Formerly: Merrill Lynch

Martha Busser, Senior Vice President/Wealth Management – Bethesda, Maryland

  • Formerly: Wells Fargo

Michael Dargusch, Vice President/Investments – Alexandria, Virginia

  • Formerly: Truist

Kathryn Genovese, Financial Advisor – Westbrook, Connecticut

  • Formerly: Citizens Wealth Management

Jordan Higgins, Assistant Vice President – Hunt Valley, Maryland

  • Formerly: Fidelity

Matthew Robinson, Vice President/Wealth Management – Harrisonburg, Virginia

  • Formerly: Osaic

Media Contact

Bradd DelMuto

Director, Corporate Communications

Contact Bradd DelMuto

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