Janney added 44 experienced Financial Advisors to its Private Client Group in 2019.

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, added 44 experienced Financial Advisors to its Private Client Group in 2019.

The new Financial Advisors advise on more than $3.4 billion in assets, include 11 teams, and span 23 branch offices. Janney’s Private Client Group also added five Account Executives and more than 65 Private Client Associates in 2019.

Since 2015, Janney has welcomed more than 240 Financial Advisors. The firm has more than $97.5 billion in assets under advisement as of December 31, 2019.

“Our accessible, client-focused, values-driven culture continues to attract talented Financial Advisors as evident in our 2019 additions. Our advisors have a collective commitment to provide holistic advice and keep clients at the center of everything we do,” said Jerry Lombard, President of the firm’s Private Client Group. “We’re pleased to welcome our new team members and look forward to supporting them and their clients.”

The Financial Advisor additions in 2019 include:

  • Ernst Rosa Wealth Management Group – Miami
    • Karl Ernst, Senior Vice President/Investments
    • Roberto Rosa, Senior Vice President/Investments

  • The Fried Mouro Group – Raleigh, North Carolina
    • Philip Fried, First Vice President/Wealth Management
    • Robert Mouro, First Vice President/Wealth Management

  • The Gansler Group – Greenville, Delaware
    • Steve Gansler, Jr., Senior Vice President/Wealth Management
    • Colin Burke, First Vice President/Wealth Management
    • Gregory Powell, Vice President/Wealth Management
    • Michael Johnson, Vice President/Wealth Management

  • Judge-Trevethan Wealth Advisors – Glastonbury, Connecticut
    • Donna Judge, Executive Vice President/Wealth Management
    • Scott Trevethan, First Vice President/Wealth Management

  • Leonard Wealth Management – Mystic, Connecticut
    • Frederick Leonard, Senior Vice President/Wealth Management
    • Charles Leonard, Vice President/Wealth Management

  • Luke Capital Management – Greenville, South Carolina
    • David Luke, Senior Vice President/Wealth Management

  • MCH Wealth Management – Lewes, Delaware
    • Steven Cooper, Vice President/Wealth Management
    • Trey Hastings, Vice President/Wealth Management
    • Ronald Miller, Vice President/Wealth Management
    • Oliver Beck, Financial Advisor

  • Ozazewski, Decker, Plunkett Wealth Management Group – Bel Air, Maryland
    • Christopher Ozazewski, Executive Vice President/Wealth Management
    • Elizabeth Plunkett, First Vice President/Wealth Management
    • Eric Decker, Vice President/Wealth Management

  • Schultz Wealth Management – Atlanta
    • Jeff Schultz, Executive Vice President/Wealth Management

  • Somers Wealth Management – Bethlehem, Pennsylvania
    • Lisa Somers, First Vice President/Wealth Management
    • Brenda Somers, Financial Advisor

  • Waingart Wealth Advisors – Greenville, South Carolina
    • Edwin Waingart, Executive Vice President/Investments
  • Rishi Anand, Financial Advisor – Pittsburgh
  • John Beloin, Vice President/Investments – Mystic, Connecticut
  • Chase Bradley, Senior Vice President/Investments – Mystic, Connecticut
  • Cody Demmel, Financial Advisor – Allentown, Pennsylvania
  • Christos Dikos, Vice President/Wealth Management – Allentown, Pennsylvania
  • Michael Hassell, Senior Vice President/Wealth Management – Radnor, Pennsylvania
  • Joe Hosack, Financial Advisor – Radnor, Pennsylvania
  • Wayne Howle, First Vice President/Investments – Florence, South Carolina
  • Anthony Jessuck Jr., Vice President/Investments – Mystic, Connecticut
  • Timothy Jones, Senior Vice President and Complex Manager – Charlotte, North Carolina
  • David Leavitt, Financial Advisor – Ponte Vedra, Florida
  • Peter Lamberti, Vice President/Wealth Management – Hauppauge, New York
  • Julie Knight, First Vice President/Wealth Management – Allentown, Pennsylvania
  • Harlon Neal, Vice President/Wealth Management – Goldsboro, North Carolina
  • Edward S. Reames, Senior Vice President/Wealth Management – Florence, South Carolina
  • William Sewell, Senior Vice President and Complex Manager – Raleigh, North Carolina
  • David Tudi, Financial Advisor – New Castle, Pennsylvania
  • Brett Vetensky, Senior Vice President/Investments – Garden City, New York
  • Kenneth Wapnitsky, Vice President/Wealth Management – Fairfield, Connecticut
  • Mark Willoughby, Senior Vice President/Wealth Management – Franklin, Tennessee

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.


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