Janney announced the hiring of R. Gene Gaillard and Stephen J. Zales. Gaillard has joined the Newtown, PA office. Zales has joined the Wyncote, PA office.
PHILADELPHIA, PA – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, PA, announced the hiring of R. Gene Gaillard and Stephen J. Zales. Gaillard has joined the Newtown, PA office. Zales has joined the Wyncote, PA office.
“Like many recent recruits, Gene and Stephen were drawn to Janney because of its reputation as a very client- and advisor-friendly firm,” said Thomas Simcik, Regional Manager at Janney. “Their commitment to helping their clients make informed investment decisions based on their individual needs is a perfect complement to Janney’s client-centric culture.”
Gaillard, First Vice President/Wealth Management, was previously affiliated with Wells Fargo Advisors. Gaillard is a graduate of the University of South Carolina, attended New York University, and has been active in the Montgomery Township Economic Development Committee and Rotary Club.
Zales, First Vice President/Wealth Management, was previously affiliated with Wells Fargo Advisors. He graduated with honors from Syracuse University with a Bachelor’s Degree in Economics and has been working in the investment industry since 1991.
Janney’s Newtown, PA branch office is located at 1020 Stony Hill Road, Suite 150, Yardley, PA 19067.
Janney’s Wyncote, PA branch office is located at 8101 Washington Lane, Suite 100, Wyncote, PA 19095
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA), and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com.
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