Janney added more than $3.8 billion in assets under advisement in the second quarter of 2021.

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce that 15 Financial Advisors joined the firm in the second quarter of 2021, adding more than $3.8 billion in assets under advisement to its Private Client Group. 

The additions continue the firm’s strong recruiting efforts in 2021 with a total of 27 Financial Advisors who collectively manage more than $5.8 billion in assets joining the firm. Janney has more than $124 billion in assets under advisement as of June 30, 2021. 

“We are proud to add talented and experienced Financial Advisors to our firm who will benefit from our personalized platform to help exceed their client’s needs,” said Jerry Lombard, President of the firm’s Private Client Group. “We look forward to continuing our recruiting momentum throughout the rest of the year.” 

Also in the second quarter, Norma Duckett joined Janney as Senior Vice President and Complex Manager in Columbus, Ohio, and thie firm added a new office in the region, its Columbus North branch.

Janney’s new Private Client Group team members in the second quarter include 15 Financial Advisors, two account executives, seven Private Client Associates, and span eight branch offices. The additions include: 

  • Chornyak & Associates – Columbus, Ohio 
    • Joseph Chornyak, Sr. – Financial Advisor
    • Robert Mauk – Financial Advisor
    • Joseph Chornyak, Jr. – Financial Advisor
    • Teresa Frazier – Account Executive 
    • Carol Staton – Account Executive
    • Cory Frazier – Private Client Associate
    • Joyce Zinader – Private Client Associate
    • Jodie Creagan – Private Client Associate
  • Meredith Lindung Wealth Management – Towson, Maryland 
    • Andrew Meredith – Executive Vice President/Wealth Management, Financial Advisor
    • Kevin Lindung – Executive Vice President/Wealth Management, Financial Advisor
    • Scott Kelly – Senior Registered Private Client Associate
  • Morrow Hicks Wealth Advisory Group – Charlotte, North Carolina 
    • Richard Morrow – Senior Vice President/Wealth Management, Financial Advisor 
    • Tommy Hicks – Vice President/Wealth Management, Financial Advisor
    • Sara Price – Private Client Associate
  • The Archer Group – Mount Laurel, New Jersey 
    • Scott Archer –  Senior Vice President/Wealth Management, Financial Advisor
    • Michael Archer – Vice President/Wealth Management, Financial Advisor
    • Kaitlin Hewitson – Registered Private Client Associate
  • Vincent Crudo – Senior Vice President/Investments, Financial Advisor – Westbrook, Connecticut 
  • Paul Girard – First Vice President/Wealth Management, Financial Advisor – Danvers, Massachusetts 
  • Gregory Kuhn – First Vice President/Wealth Management, Financial Advisor – New Hope, Pennsylvania
    • Dawn Calvarese – Private Client Associate
  • Michael Ohlman – Senior Vice President/Wealth Management, Financial Advisor – Sarasota, Florida
  • Regina Ohlman – First Vice President/Wealth Management, Financial Advisor – Sarasota, Florida
  • Patrick Witheril – Senior Vice President/Wealth Management, Financial Advisor – Westbrook, Connecticut 

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

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