The largest number of Financial Advisors to join in a single quarter since 2017.

Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce that 21 Financial Advisors joined the firm in the third quarter of 2021, the largest amount in a single quarter since 2017. In total, the Financial Advisors help manage more than $3.1 billion in assets. 

The additions continue the firm’s impressive recruiting efforts in 2021, with a total of 48 Financial Advisors who collectively manage more than $9 billion in assets joining the firm. Janney has $127.9 billion in assets under advisement as of September 30, 2021. 

“Our strong recruiting results are further testament that Financial Advisors are attracted to Janney’s stability, resources, and client-centric platform, which enable them to best serve clients and grow their practice. We’re pleased to welcome our new team members and look forward to continuing our recruiting momentum into the final quarter of 2021,” said Jerry Lombard, President of the firm’s Private Client Group.  

In the third quarter, Janney also opened new branch offices in Morehead City, North Carolina; Roanoke, Virginia; and Mt. Pleasant, South Carolina, to more conveniently service the communities in those regions.  

Janney’s new Private Client Group team members include 21 Financial Advisors, 11 Private Client Associates, and span nine branch offices. The additions include: 

  • Elmwood Wealth Partners– Roanoke, Virginia
    • Tammy Spradlin –Executive Vice President/Wealth Management, Financial Advisor
    • Kate Failla – Financial Advisor
    • Courtney Dearing Carlton – Private Client Associate
  • Graves Tidewell Wealth Advisory Group – Ponte Vedra, Florida
    • Michael Graves – Senior Vice President/Wealth Management, Financial Advisor
    • Jeffrey Tidwell – Executive Vice President/Wealth Management, Financial Advisor
    • Linda Wall – Senior Registered Private Client Associate
    • Dawn Bloom – Senior Registered Private Client Associate
  • The Butera Jordan Bender Hendricks Group – Kingston, Pennsylvania
    • Peter Butera – Senior Vice President/Wealth Management, Financial Advisor
    • Steven Jordan – Senior Vice President/Wealth Management, Financial Advisor
    • Brad Bender – Vice President/Wealth Management, Financial Advisor
    • Mandie Hendricks – Vice President/Wealth Management, Financial Advisor
    • Marcyanna Horvath – Private Client Associate
    • Tracy Smithnosky – Senior Registered Private Client Associate
  • The Kraft Haigler Group – Morehead City, North Carolina
    • Jim Kraft – Senior Vice President/Investments, Financial Advisor
    • Lupton Haigler – Vice President/Investments, Financial Advisor
    • Anita Mcleod – Private Client Associate
  • Walters Wealth Management – Roanoke, Virginia
    • Christopher Walters – Executive Vice President/Wealth Management, Financial Advisor
    • Kathy Hall – Senior Registered Private Client Associate
  • Philip Blumel – Executive Vice President/Wealth Management, Financial Advisor – Palm Beach Gardens, Florida
    • Sandra White – Private Client Associate
  • Dedra Brust – Financial Advisor – Albany, New York
  • Robert Cappelli – First Vice President/Wealth Management, Financial Advisor – Philadelphia
  • Andrew Ciappa – Executive Vice Presidents/Investments, Financial Advisor – Mt. Pleasant, South Carolina
    • Aurelia Rowan – Senior Registered Private Client Associate
  • Robert Cordell – Vice President/Investments, Financial Advisor – Washington D.C.
  • Alexander F. Giles III – First Vice President/Wealth Management, Financial Advisor – Columbia, South Carolina
  • David Grahn – Vice President/Wealth Management, Financial Advisor – Philadelphia
  • Richard Link – Executive Vice Presidents/Investments, Financial Advisor – Mt. Pleasant, South Carolina
    • Sean Link – Senior Registered Private Client Associate
  • Paul LoFurno – First Vice President/Wealth Management, Financial Advisor – Philadelphia
  • George D. Mackenzie, IV –  Senior Vice President/Wealth Management, Financial Advisor – Philadelphia
    • Jeanne Willits – Senior Registered Private Client Associate

Contact us for more information

Bradd DelMuto

Manager, Corporate Communications

Contact Bradd DelMuto

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