The additions bring significant wealth management experience and a history of exceeding client expectations.
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 Mt. Pleasant, South Carolina, with the addition of Financial Advisors Andrew Ciappa and Richard Link.
Andrew and Richard were previously associated with Truist. They are joined by Senior Registered Private Client Associates Aurelia Rowan and Sean Link.
“We’re thrilled to expand our presence in South Carolina with the opening of the Mt. Pleasant branch office. Andrew and Rick are excellent additions to our team with their combination of wealth management experience and history of exceeding client expectations,” said Andrew Kistler III, Southeast Regional Manager.
- Andrew Ciappa, Executive Vice President/Investments. Andrew has more than 35 years of experience in the financial industry. He is dedicated to helping individuals, families, and businesses identify and reach their goals. Through his extensive knowledge of fixed income and equity markets, Andrew’s refined investment strategies leverage his vast experience, while also building relationships based on trust and reliability. Andrew holds Series 7, 63, and 66 registrations, as well as life and annuity insurance licenses. Andrew graduated from The Citadel in 1981 with a bachelor’s degree in finance.
- Richard Link, Executive Vice President/Investments. Rick’s goal is to match each client with proper risk/return profiles and establish financial goals, concurrent with tax efficiency. Having worked in the financial industry since 1986, Rick delivers an informed and comfortable financial experience through prompt, professional service and consistent communication in all market conditions. Prior to joining Janney, Rick held various positions with JP Morgan, Bank of America, Smith Barney, and Truist, formerly BB&T Scott & Stringfellow. Rick graduated from Hofstra University in 1985 with a bachelor’s degree in applied economics.
- Sean Link, Senior Registered Private Client Associate. Sean assists his father, Rick, in helping clients pursue their unique financial goals. By placing an emphasis on communication, he delivers prompt and professional service. Sean graduated from Clemson University in 2013 with a bachelor’s degree in economics.
- Aurelia Rowan, Senior Registered Private Client Associate. Aurelia prides herself on consumer service and attention to detail. She holds the Series 7 registration and has worked in the financial services industry since 1994.
The Mt. Pleasant office is located at 111 Coleman Blvd, Suite 403, Mt. Pleasant, SC 29464.
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.