Janney is pleased to announce that The Gormley Furlong Wealth Advisory Group, an eight-person team, has joined the firm in Newtown, PA. The team was previously affiliated with Stifel.
PHILADELPHIA, PA – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, PA, is pleased
to announce that The Gormley Furlong Wealth Advisory Group, an eight-person team, has joined the firm in Newtown, PA. The team was previously affiliated with Stifel.
The advisors of The Gormley Furlong Wealth Advisory Group have over 100 years of combined financial services experience. They include Timothy P. Gormley, CFP®, Executive Vice President/Wealth Management; Paul M. Furlong, Executive Vice President /
Wealth Management; Kevin M. Keane, AAMS®, AIF® Vice President / Wealth Management; and Kathleen M. Zelenka, Financial Advisor. They will be joined by Amber Heary, Registered Private Client Associate; William A. Heinz, Private Client Associate;
Diane Kowalko, Private Client Associate; and Laura Casey, Private Client Associate.
“This team is a highly regarded group of advisors and are valued additions to the Janney team,” said Thomas Simcik, Regional Manager at Janney. “Their decision to join Janney is further proof that the firm is a destination for advisory teams who want to succeed in a boutique, regional environment. I’m proud that our size, stability, agility to adapt, and responsiveness to client needs has resonated with so many top-notch advisors.”
“During our tenures as advisors, we’ve aspired to provide a superior level of client services with the highest level of passion for our clients and their long-term />
About The Gormey Furlong Group:
The Gormley Furlong Wealth Advisory Group’s office is located at 1020 Stony Hill Road, One Lower Makefield Corporate Center, Suite 150, Yardley, PA 19067.
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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