PHILADELPHIA - Janney Montgomery Scott LLC, a leading full-service wealth management and investment banking firm, has named Jeffrey Smith as its 2024 Branch Leader of the Year. The annual award is presented to a manager who exhibits unsurpassed dedication to superior client service, outstanding leadership, and resourceful integration of resources, both in the office and community.
Jeff serves as Senior Vice President and Complex Director of Janney’s “Old Line” Complex, which includes offices in Bethesda, Greenspring, Hunt Valley, and Towson, Maryland as well as Washington, D.C., and Alexandria, Virginia. Jeff has been an influential leader since joining Janney in 2012, helping advisors best serve their clients, advancing growth in his complex, and exemplifying Janney’s values with a strong commitment to the local community.
“Congratulations to Jeff for this well-deserved recognition. He is a highly respected leader with an unwavering commitment to our values and support of our Financial Advisors and clients. We’re proud to have him as part of our team and look forward to the continued growth and success of the complex under his guidance,” said Kevin Reed, President of the firm’s Private Client Group.
“I am very honored to receive this recognition. Considering the talent across our field leadership, this award is all the more humbling,” said Jeff. “I’m incredibly appreciative of the complex management team I’m part of and am immensely proud of our Financial Advisors and staff, who come to work each day dedicated to helping our clients achieve their goals.”
Jeff has over 30 years of industry experience, previously serving in leadership roles at Morgan Stanley, Legg Mason, and Smith Barney. His tenure at Janney includes serving as Complex Manager for the Washington, D.C. metropolitan area and Director of Recruiting and Business Development before returning to his hometown of Baltimore in 2021 to oversee the “Old Line” Complex and continue supporting financial advisors.
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