Janney welcomed 16 professionals to its Private Client Group in the fourth quarter of 2018. This includes 12 experienced Financial Advisors who advise on nearly $1 billion in client assets. Janney also opened two new branch offices in the fourth quarter in Amelia Island, Florida and Fredericksburg, Virginia.

PHILADELPHIA, PA – Janney Montgomery Scott LLC (“Janney”) , a leading full-service wealth management, capital markets, and asset management firm headquartered in Philadelphia, PA, welcomed 16 professionals to its Private Client Group in the fourth quarter of 2018. This includes 12 experienced Financial Advisors who advise on nearly $1 billion in client assets. Janney also opened two new branch offices in the fourth quarter in Amelia Island, Florida and Fredericksburg, Virginia.

“We’re proud to welcome these talented professionals, and happy that they’ve chosen Janney as their home to continue building their businesses,” said Jerry Lombard, President, Janney Private Client Group. “Our ongoing recruiting success and growth throughout the firm’s footprint is a testament to our stability, responsiveness to client needs, and unprecedented home office support.”

The Financial Advisors joining Janney in the fourth quarter include three teams and five individual advisors, who are located in seven branch offices across the firm’s footprint:

Holmes Riley Wealth Advisors, Fredericksburg, VA

  • Ronald H. Holmes, Senior Vice President / Wealth Management
  • Whitney E. Riley, First Vice President / Wealth Management
  • Lois Pierson, Senior Registered Private Client Associate
  • Brennan Holmes, Private Client Associate

Gary Halter, Senior Vice President / Wealth Management, Glastonbury, CT. Gary was accompanied by:

  • Benjamin Halter, Financial Advisor
  • Sharland Baker, Senior Registered Private Client Associate

KSF Wealth, Washington DC

  • Matthew Kroehler, Executive Vice President / Wealth Management
  • Lee Springer, First Vice President / Wealth Management
  • James Farrell, Financial Advisor
  • Veronica Joyner, Senior Registered Private Client Associate

Additional employees include:

  • Paul Pitsironis, First Vice President / Financial Advisor, Melville, NY
  • Hany Farag, Vice President / Wealth Management, New York, NY
  • Sheldon Ferriss, Vice President / Wealth Management, Bedminster, NJ
  • Daniel Mickley, First Vice President / Wealth Management, Columbus Grandview, OH
  • Fitzgerald Miller, Financial Advisor, New York, NY

As of December 31, 2018, Janney has over $84 billion in assets under advisement. Over the past two calendar years, Janney has welcomed more than 270 new Private Client Group members, of which over 115 are Financial Advisors. The firm has also opened seven new offices in 2018: Battle Creek, Michigan; Columbus, Ohio; Florence, South Carolina; Lewes, Delaware, Riverhead, New York, Amelia Island, FL, Fredericksburg, VA, and strengthened its New York City presence by relocating to a new midtown New York City office.

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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Bradd DelMuto

Manager, Corporate Communications

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