Janney have been named to the Financial Times 2019 list of Top 400 Financial Advisors. The advisors named from Janney are Murray Carter, Peter Sargent, and Allan Strange.
PHILADELPHIA – Three Financial Advisors from Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, have been named to the Financial Times 2019 list of Top 400 Financial Advisors. The advisors named from Janney are Murray Carter, Peter Sargent, and Allan Strange.
The list recognizes the top financial advisors at national, independent, regional, and bank broker-dealers from across the U.S. The annual FT 400 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on investment management.
“Murray, Peter, Allan embody our mission in being the highest standard of success in financial relationships,” said Jerry Lombard, president of the firm’s Private Client Group. “This prestigious recognition is a testament to their client dedication and in establishing successful and thriving practices by providing superior financial advice and guidance.”
The formula used by the Financial Times to select the top 400 advisors is based on several factors including assets under management, asset growth, compliance record, and online accessibility. In addition, to be considered for the FT 400 list, advisors must have a minimum of 10 years’ experience and at least $300 million in assets under management. The final FT 400 represents an impressive cohort of elite advisors.
About Janney’s FT 400 Top Financial Advisors
Murray Carter - Washington, D.C.
Murray Carter serves as Executive Vice President/Wealth Management and is a founder of CSG Capital Partners of Janney Montgomery Scott.
He has almost three decades of experience in the financial services industry and has achieved the advanced designations of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM, Accredited Investment FiduciaryTM, and
Certified 401(k) Professional. Mr. Carter was included in the Financial Times “Top 401(k) Plan Advisers” list in 2015, 2017, and 2018 as well as the FT400 in 2018. He and his team were also recognized by The National Association of Plan
Advisors (NAPA) as a Top Defined Contribution (DC) Advisor Team in 2018.
As an industry leader and a member of NAPA, an affiliate organization of the American Retirement Association that was created by and for retirement plan advisors, Mr. Carter has participated in the DC Fly-In Forum and has lobbied on Capitol Hill, advocating to protect clients’ rights. He received bachelor degrees in both Business Management and Economics from NC State University.
Peter H. Sargent - Newtown, Pennsylvania and Raleigh, North Carolina
Peter Sargent is an Executive Vice President/Wealth Management and the founder of Sargent Wealth Management of Janney Montgomery Scott, with offices in Newtown, Pennsylvania
and Raleigh, North Carolina. Mr. Sargent has over 25 years of industry experience, holds the Chartered Financial Analyst® designation and is a Certified Financial Planner™ professional. He has been previously recognized by the Financial
Times in 2017 and 2018. Earlier this year, he was recognized as a Forbes Best-In-State Wealth Advisor, for the second consecutive year, and as a Barron’s “Top Advisor,” a recognition he has earned six times. In January, Mr. Sargent
was honored as Janney’s Financial Advisor of the year.
He is a member of the New York Society of Security Analysts, a member of the University of Delaware Financial Planning and Wealth Management Advisory Board and was a former Board Member of the Alumni Association at the University of Delaware’s Business School.
Allan H. Strange – Richmond, Virginia
Allan Strange, Executive Vice President/Wealth Management, leads the Strange Group at Janney Montgomery Scott, and has been advising clients on their investments for nearly 40 years. 2019 represents Mr. Strange’s fourth recognition as a FT Top 400 Advisor.
He has also been recognized by the Financial Times as a “Top 401 Retirement Plan Advisor” since the program’s inception in 2015. Earlier this year, Mr. Strange was included in the Barron’s “Top 1,200 Advisors,”
an honor he received in 2009, and from 2011 through 2018.
Mr. Strange was named as Janney’s Financial Advisor of the year in 2015, has been a member of Janney’s premier CEO Roundtable since joining the firm in 2009, and has earned the advanced designation of Accredited Investment Fiduciary® from Fiduciary 360. He is the founder and first president of the Metropolitan Richmond Sports Backers and past board member of Richmond Forum and the Virginia State Golf Association. An avid golfer, he played professionally for three years after graduating from East Tennessee State University.
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.