The team brings a personalized, family-oriented approach to working with clients, and was formerly associated with UBS.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has announced the addition of Hofer Family Wealth Advisors in Westbrook, Connecticut
The three-person team, formerly associated with UBS, is led by Financial Advisor Garrett D. Hofer, Executive Vice President/Wealth Management. He is joined by Kathryn Montana and Ryan Walker, Private Client Associates.
“We’re excited to welcome Hofer Family Wealth Advisors to our team. With a shared connection through their military family backgrounds, the team brings a personalized, family-oriented approach to working with clients. We look forward to helping them continue to exceed client expectations with the addition of our platform and resources,” said George Keith, Complex Manager and Senior Vice President.
About Hofer Family Wealth Advisors:
- Garrett D. Hofer, Financial Advisor, Executive Vice President/Wealth Management. Garrett has more than 20 years of experience helping his clients achieve their goals through a process centered on financial planning by working to determine their lifestyle goals, legacy aspirations, cash flow and liquidity needs, as well as protecting against and preparing for unexpected life events. He is a Certified Financial Planner™ professional and holds the Certified Investment Management Analyst designation. Garrett graduated with his bachelor’s degree with honors in finance and international business from the University of Wyoming.
- Kathryn Montana, Private Client Associate. Kathryn is frequently the first point of contact and is committed to providing exceptional service, going above and beyond to help clients achieve success. She graduated from the University of Tampa and holds her Series 7 license.
- Ryan Walker, Private Client Associate. Ryan supports the team in many analytical roles and enjoys conducting individual investment and portfolio level research. He graduated from Loyola University – Chicago and double majored in finance and information systems.
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.