Janney welcomes the Graves Tidwell Wealth Advisory Group in Ponte Vedra, Florida
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced the addition of Graves Tidwell Wealth Advisory Group in Ponte Vedra, Florida. The team was formerly associated with Wells Fargo.
The team is led by Financial Advisors Michael Graves, Senior Vice President/Wealth Management, and Jeffrey Tidwell, Executive Vice President/Wealth Management. They are joined by Linda Wall, Senior Registered Private Client Associate; and Dawn Bloom, Senior Registered Private Client Associate.
“We’re thrilled to welcome Mike, Jeff, Linda and Dawn to Janney. Their experience and personalized wealth management approach helps clients achieve their financial goals. We look forward to supporting them and exceeding client expectations,” said Thomas Conaghan, Branch Office Manager.
About Graves Tidwell Wealth Advisory Group:
- Michael Graves, Senior Vice President/Wealth Management. Since 2001, Mike has been helping select families develop comprehensive wealth management strategies. Mike helps guide families through a strategy and planning process that is designed to make the complex feel simple. His process begins by listening to you, learning about your life and working with you to understand your priorities. Throughout his career, Mike has been dedicated to helping the team’s high net worth clients build, manage and preserve their wealth and provide a smooth transition of that wealth to multiple generations.
- Jeffrey Tidwell, Executive Vice President/Wealth Management. Jeff’s primary focus is to be your relationship manager. His role finds him coordinating performance reviews and ongoing client communication as well as routine meetings with money managers to conduct due diligence. Providing access for you and your family members to resources and contacts as a sounding board in unexpected and/or complicated matters is his mission. Jeff has over 20 years of industry experience and prior to joining Janney, served at Wells Fargo Advisors since 2009.
- Linda Wall, Senior Registered Private Client Associate. With more than 30 years of financial industry experience, Linda's goal is to give every client legendary service. She takes care of all the operational and administration services for the team. This includes document processing, asset management, account maintenance, excellent communication, and timely follow-up for a great client relationship.
- Dawn Bloom, Senior Registered Private Client Associate. Dawn’s financial services career began at Merrill Lynch in 1999 where she served for 17 years. In 2016, Dawn moved on to join a financial planning team at Ameriprise before transitioning to work with Jeff Tidwell and his team at Wells Fargo. She continues to play an integral role on the team at Janney by assisting with business development and client services.
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.