Janney welcomes their highly personalized wealth management approach to help clients achieve their financial goals.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced the addition of Meredith Lindung Wealth Management in Towson, Maryland. The team was formerly associated with Merrill Lynch.
The team is led by Financial Advisors Andrew Meredith, Executive Vice President/Wealth Management, and Kevin Lindung, Executive Vice President/Wealth Management. They are joined by Scott Kelly, Senior Registered Private Client Associate.
“We’re excited to welcome this experienced team to Janney and look forward to leveraging our client-focused platform to help grow their practice. They bring highly personalized wealth management approach to help clients achieve their financial goals,” said Bob Steinke, Regional Manager and Senior Vice President.
“Janney’s boutique size and financial stability provide the necessary resources and flexibility to grow our practice and meet changing client demographics and needs. The firm’s emphasis on unmatched client service aligns seamlessly with our values, so we can continue to meet and exceed client expectations,” said Andrew Meredith, Executive Vice President of Meredith Lindung Wealth Management.
About Meredith Lindung Wealth Management:
- Andrew Meredith, Executive Vice President/Wealth Management. Andrew has more than 23 years of experience with a unique entrepreneurial background that includes a highly successful software startup launched in the 90s. Prior to Janney, he most recently held roles at Merrill Lynch. Andrew is an alumnus of Hobart College and has earned the Certified Financial Planner™ designation.
- Kevin Lindung, Executive Vice President/Wealth Management. Kevin has more than 23 years of experience. He’s passionate about working directly with families to help them create and implement personalized financial plans, and manage customized portfolios in order to achieve their financial goals. Kevin also has extensive experience working with sophisticated institutional clients. He is an alumnus of Loyola Blakefield and has earned the Certified Financial Planner™ designation.
- Scott Kelly, Senior Registered Private Client Associate. Focused on administrative and operational excellence, Scott's goal is to offer efficient and sincerely friendly services that exceed client expectations. He is FINRA Series 7, 63 and 65 registered. An experienced Client Associate since 2010, Scott has been with Meredith Lindung Wealth Management since 2017.
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.