Janney expands to Roanoke, Virginia with the addition of Walters Wealth Management.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced the opening of a new branch office in Roanoke, Virginia, with the addition of Walters Wealth Management.
The team is led by Financial Advisor Christopher Walters, Executive Vice President/Wealth Management; and he is joined by Kathy Hall, Senior Registered Private Client Associate. Christopher and Kathy were formerly associated with Truist and Wells Fargo respectively.
The Roanoke office will also include Branch Office Manager Ed Bartlett, as well as Branch Operations Manager Sandy Arnold. Collectively, the Roanoke office has more than 120 years of industry experience.
“We’re thrilled to welcome Chris, an experienced advisor who helps his clients reach their financial goals. With his arrival, we are also excited to open a new branch office in Roanoke, which allows us to expand our geographic reach to better serve our clients in the region,” said Bartlett, who has been with Janney for more than four years.
Chris joins Janney with over 16 years of industry experience. He began his career at Merrill Lynch in 2005 before joining BB&T Scott and Stringfellow, where he spent the previous 12 years. He holds the Series 7, 66, 9, and Life and Health insurance licenses, and is also licensed through the Virginia State Bar. Chris earned his Bachelor’s degree from Roanoke College and proceeded to earn his Doctor of Law (J.D.) from the University of Richmond School of Law.
Chris is joined by Kathy Hall, Senior Registered Private Client Associate. Kathy supports Chris and his practice with nearly 36 years of industry experience. As a Senior Registered Private Client Associate, clients’ needs are her first priority. She is willing to do everything possible to exceed their expectations and ensure they are getting the highest quality of service. She holds the Series 7, 66, and Virginia insurance licenses.
The temporary office is located at 27 Church Avenue SW, Roanoke, VA 24011. The permanent office will be located at 110 Franklin Road SE, Roanoke, VA 24042.
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.