Janney expands its presence in North Carolina with the opening of the Morehead City office
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced the addition of The Kraft Haigler Group in a new branch office located in Morehead City, North Carolina.
The team is led by Financial Advisors Jim Kraft, Senior Vice President/Investments and Lupton Haigler, Vice President/Investments. They are joined by Anita Mcleod, Private Client Associate. The team was formerly associated with Truist.
“Jim and Lupton are well-respected advisors who go above and beyond to meet the personalized financial goals of their clients. In addition to their arrival, we are also excited to expand our presence in North Carolina with the opening of the Morehead City office,” said William Sewell, Complex Manager and Senior Vice President.
About The Kraft Haigler Group
- Jim Kraft, Senior Vice President/Investments. For 30 years, Jim has worked with a diverse group of individuals, including retirees, near-retirees, and business owners to help them achieve their financial goals. Prior to joining Janney, Jim served at Truist, formerly BB&T Scott Stringfellow, for more than 20 years. He is licensed as a registered representative and general securities sales supervisor with FINRA and also holds North Carolina life and health insurance licenses. Jim earned his bachelor’s degree in accounting from the University of North Carolina, Wilmington in 1989.
- Lupton Haigler, Vice President/Investments. Lupton helps his clients work toward their goals by being dependable and willing to do what it takes to exceed their expectations. Lupton has 15 years of industry experience which includes five years in the risk management and institutional debt equity trading area, as well as 10 years in the institutional municipal bond trading and underwriting areas. He subsequently joined the financial advising team of Kraft Haigler to work alongside Jim Kraft and with his father, Ted Haigler, who was the original other half of the Kraft Haigler Group. Lupton earned his bachelor’s degree from University of North Carolina, Chapel Hill and holds the Series 7, 63, and 66 licenses.
- Anita Mcleod, Private Client Associate. Jim and Lupton are supported by Private Client Associate Anita Mcleod. Prior to joining Janney, Anita worked at Truist, formerly BB&T Scott & Stringfellow, for more than 20 years.
The Morehead City office will be temporarily located at 4252 Arendell Street, Suite I, Morehead City, NC 28557 before moving to its permanent location at 4252 Arendell Street, Suite J, Morehead City, NC 28557.
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.