Janney has expanded its Branch Office in Atlanta with the addition of Schultz Wealth Management.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, has expanded its Branch Office in Atlanta with the addition of Schultz Wealth Management.
The team is led by veteran advisor Jeff Schultz who joins Janney as Executive Vice President/Wealth Management. He is accompanied by Kevin McKane, Account Executive, and Allison Odenthal, Senior Registered Private Client Associate. Schultz Wealth Management was previously affiliated with Raymond James.
“Jeff and his team continue the growth of Janney’s overall presence in Atlanta and the Southeast. They bring considerable industry experience and a commitment to providing a high level of personalized service to clients. We’re thrilled to welcome them to the firm,” said Rick Ballou, Janney’s Branch Office Manager in Atlanta.
Mr. Schultz is a Certified Financial Planner™ and has over 20 years of experience. Mr. Schultz is a graduate of Miami University in Oxford, Ohio. He is actively involved in philanthropy and serves on the Leadership Council of Zoo Atlanta and is a member of Miami University’s Athletic Director's Circle Board.
Mr. McKane is a Certified Financial Planner™ and Chartered Retirement Plans Specialist . He attended The Marist School and graduated with a bachelor’s degree in Economics from the University of Georgia. He serves on the Executive Alumni Board for The Marist School in addition to being actively involved with two Atlanta-based nonprofits, Trees Atlanta and the Fragile Kids Foundation.
Ms. Odenthal is licensed and has nearly a decade of financial services industry experience, including brokerage service operations, sales support, administration, and training.
Janney’s Atlanta Branch Office is located at 3630 Peachtree Road NE, Suite 850, Atlanta, GA 30326.
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, the New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.