The team brings a comprehensive approach centered on financial planning.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced the addition of Morrow Hicks Wealth Advisory Group in Charlotte, North Carolina. The team was formerly associated with Wells Fargo.
The team is led by Financial Advisor Richard Morrow, Senior Vice President/Wealth Management. He is joined by Tommy Hicks, Financial Advisor, Vice President/Wealth Management; and Sara Price, Private Client Associate.
“We’re excited to welcome this talented team to Janney. Their comprehensive approach centered on financial planning helps them deliver the highest standard of success for their clients. We look forward to supporting them and helping their
clients achieve their goals,” said Tim Jones, Complex Manager and Senior Vice President.
About Morrow Hicks Wealth Advisory Group:
- Richard Morrow, Senior Vice President/Wealth Management. For over 25 years, Richard has consistently demonstrated his commitment to helping his clients achieve their financial goals, with a focus on continuing education and providing exceptional service. Before joining Janney, he served at Wells Fargo Advisors and Wachovia Bank, its predecessor. Prior to that, Richard was a financial advisor and branch manager for Morgan Stanley Dean Witter. He is a Certified Financial Planner and earned his bachelor’s degree in Business Administration from The Citadel: The Military College of South Carolina.
- Tommy Hicks, Vice President/Wealth Management. With more than 23 years of experience in the financial services industry and 13 of those years as a Financial Advisor, Tommy delivers prudent and straight forward insight to his clients. He works with a small number of families, helping them to grow, preserve and distribute their financial resources. Prior to Janney, he previously served at Wells Fargo Advisors and Wachovia Bank, its predecessor. Tommy earned his bachelor’s degree in Financial Management from Clemson University, and a master’s degree in Business Administration from Wake Forest University.
- Sara Price, Private Client Associate. Sara is focused on putting clients first and supports the team as they work to help clients achieve their goals. She enjoys building relationships with each client and getting to know the different aspects of their life. Sara also likes to assist the team with hosting events and seminars as a way of adding value for their clients. Sara started her financial services career at Wells Fargo in 2010, and after holding various roles, she expanded into Wells Fargo Advisors and began her role as Marketing Client Associate.
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, New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.