PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management and investment banking firm, has expanded its presence in Ohio with the addition of Personal Wealth Solutions. The team will be based in Janney's new branch office in Mansfield, Ohio.
The team is led by Financial Advisors Jeremy Swank, Executive Vice President/Wealth Management; Greg Kibler; and Debbie Williams. They are joined by Private Client Associate Lynne Richards. The team was previously associated with Kestra.
“We’re excited to welcome Personal Wealth Solutions as part of our continued growth in Ohio, highlighted by the opening of our new office in Mansfield to support the team,” said Scott Horowitz, Complex Director. “Janney’s advisor-centric culture provides the autonomy, resources, and support advisors need to thrive. We are proud the team has chosen Janney to grow their practice and look forward to helping them deliver comprehensive wealth management services to their clients.”
About Personal Wealth Solutions
Jeremy N. Swank; Executive Vice President/Wealth Management, Financial Advisor. Jeremy has over twenty-five years of experience as a Financial Advisor, serving individual and institutional clients. He holds the Chartered Financial Consultant (ChFC®) professional designation. He has affiliated with a large national wire house firm, a large national insurance organization, independent broker-dealers and now a premier boutique regional firm. Working with clients all over the country, Jeremy focuses on providing custom and personalized investment portfolios and financial planning strategies. Jeremy's professional experience provides a thorough understanding of the products and strategies available and allows him to personalize the outcome for the individual client as it relates to their financial goals and objectives.
Greg Kibler, Financial Advisor. Greg has been in the financial services business nearly 40 years. He works with individuals and business owners to help them develop strategies to achieve their financial goals and objectives. Greg graduated from Capital University with a Bachelor of Arts in Business Administration with a concentration in accounting. He began his career with Arthur Andersen, then went into private industry where he was an internal auditor. He also served as a Corporate Accounting Manager for a New York Stock Exchange company and CFO in the manufacturing industry. industry. Greg is a Certified Public Accountant, Certified Financial Planner™ professional (CFP®) and holds the designations of Accredited Estate Planner® (AEP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®).
Debbie Williams, Financial Advisor. Debbie has worked in the Financial Services industry for over two decades and holds the Accredited Asset Management Specialist™ (AAMS™) designation. She works with clients to help manage risk and implement strategies that seek long term returns with a focus on the client experience. Her goal is to provide clients with a comprehensive plan that covers their short-term needs and long-term goals.
Lynne Richards, Private Client Associate. Lynne has nearly 30 years of experience assisting clients and Financial Advisors with their operational needs. As a Private Client Associate, Lynne’s client-focused approach and professionalism provide our clients with a positive wealth planning experience.
