PHILADELPHIA – Janney Montgomery Scott LLC has announced the addition of LaCroix Wealth Management to the firm’s Roanoke, Virginia, office.
The team is led by Financial Advisor Brandon LaCroix, Managing Director, and includes Jessica Miller, Senior Private Client Associate, and Gatis Zigats, Wealth Planning Associate. Previously with Merrill Lynch, LaCroix Wealth Management manages nearly $400 million in client assets.
“This move was driven by what’s best for our clients,” said Brandon. “At Janney, we’re supported by accessible leadership and able to serve our clients without unnecessary friction, while still having the platform and resources to continue growing our practice and meet client needs. Just as important, we share the same values—putting relationships first, serving clients with care and consistency, and staying invested in the communities where they live and work.”
About LaCroix Wealth Management
Brandon LaCroix, Managing Director, Financial Advisor. Brandon advises select high-net-worth families and institutional clients, aligning wealth and investment strategies with each client’s goals, risk tolerance, and liquidity needs. He joined Merrill Lynch in 2006 after beginning his career with a multinational insurance and financial planning firm. A graduate of Duke University with a B.S. in Economics and a Markets and Management Certificate, Brandon served as captain of the varsity golf team. He is a CFP® professional and holds the CPFA and CRPC™ designations. He is active with the LifeRing Foundation, the American Cancer Society, the Roanoke Valley Golf Hall of Fame Scholarship Committee, and serves as a Duke alumni interviewer. Brandon was also the 1998 Scott Robertson Memorial Golf Tournament scholarship recipient, an event Janney has sponsored since 2022.
Jessica D. Miller, Senior Private Client Associate. Jessica serves as the team’s client concierge, supporting clients with account maintenance, money movement, and digital assistance. She holds a Business Management degree from Daytona State College and is active in fundraising for Breakthrough T1D.
Gatis Zigats, Wealth Planning Associate. Originally from Latvia, Gatis earned a law degree from the Rezekne Academy of Technologies and previously practiced law before moving to the United States in 2015. He later worked as a Relationship Banker in Boston before relocating to Roanoke. He is fluent in English, Russian, and Latvian, holds the CRPC designation, and is committed to pursuing additional industry credentials.
