Janney welcomes the team to its Charlotte, North Carolina branch.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced the addition of The Wolff
Bryson Wealth Advisory Group in Charlotte, North Carolina.
The team is led by Financial Advisors Jason Wolff, Senior Vice President/Wealth Management, and Justin Bryson, Financial Advisor. They are joined by Margie Keith, Registered Private Client Associate. The team was most recently affiliated with Wells Fargo
“We’re pleased to continue the expansion of our team in Charlotte with experienced Financial Advisors such as Jason and Justin. They bring a planning-focused approach that helps clients achieve their goals. We look forward to working with
them and supporting their clients,” Timothy Jones, Complex Manager and Senior Vice President.
About The Wolff Bryson Wealth Advisory Group:
Jason Wolff, Financial Advisor, Senior Vice President/Wealth Management – Jason has more than 19 years of experience. He helps clients develop and manage investment strategies that align with their overall financial goals. Jason earned his bachelor's degree in finance and supply chain management from Michigan State University.
Justin Bryson, Financial Advisor – Justin has 13 years of experience. He assists clients with defining their financial and life goals then offers guidance and strategies for helping to achieve them. Justin earned his bachelor’s degree in communications with a concentration in media studies from East Carolina University.
Margie Keith, Registered Private Client Associate – Margie has more than 23 years of experience and acts as the liaison between clients and the team. She ensures their needs are met in a timely and efficient manner. She received her bachelor’s degree from Texas Tech University.
About Janney Montgomery Scott LLCJanney 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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