The three-person team joins the recently opened Roanoke office demonstrating Janney’s continued growth in the region.
Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced the addition of Elmwood Wealth Partners in Roanoke, Virginia.
The team is led by Financial Advisor Tammy Spradlin, Executive Vice President/Wealth Management. She is joined by Financial Advisor Kate Failla and Private Client Associate Courtney Dearing Carlton. They were previously associated with Truist, formerly BB&T Scott & Stringfellow.
“We’re excited to welcome this talented team who combine significant wealth management experience with exceptional client service. We look forward to supporting Tammy, Kate, Courtney, and their clients as we continue our growth in the region after opening our Roanoke office in July,” said Ed Bartlett, Branch Office Manager.
About Elmwood Wealth Partners:
• Tammy Spradlin, Executive Vice President/Wealth Management. With special expertise in retirement planning and over 21 years of experience, Tammy is prepared to create comprehensive financial plans, addressing a wide variety of clients’ financial needs. She holds Series 7 and Series 66 registrations, as well as a Virginia Life and Health Insurance License. Tammy attended Roanoke College, graduating cum laude with a bachelor’s degree in Business Administration. She also completed the American Electric Power Management Development Program at the Fisher College of Business at The Ohio State University. In addition, Tammy holds the Certified Public Accountant designation.
• Kate Failla, Financial Advisor. Kate began her career in the brokerage industry in 2019 and has a wealth of knowledge that is directly applicable to financial planning. She holds Series 7 and Series 66 registrations, as well as a Virginia Life and Health Insurance License. She is currently pursuing accreditation as a Certified Financial Planner. Kate graduated as valedictorian from Longwood University with a bachelor’s degree in Business Administration with concentrations in finance and management and an economics minor. She completed her Master of Finance Degree from Saint Joseph’s University in 2020.
• Courtney Dearing Carlton, Private Client Associate. Courtney joined Tammy as her Client Service Associate in the fall of 2018, where she focused primarily on providing excellent client service. Courtney serves as the primary point of contact for all administrative matters for clients, and she excels in client communication. She has completed coursework in accounting and business from Radford University and Virginia Western Community College. She is currently pursuing her Series 7 registration. Primarily, Courtney enjoys interacting with clients and assisting them with all aspects of their administrative needs.
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