The two-person team provides a high level of personalized service to clients

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the addition of The Harkness Group in Cincinnati. The two-person team was formerly associated with Raymond James. 

The team is led by Financial Advisor Chase Harkness, Vice President/Wealth Management. He is joined by Private Client Associate Spencer Harkness. 

“We are thrilled to welcome Chase and Spencer to Janney as we continue to grow our presence in the region,” Norma Duckett, Complex Manager, said. “They have a commitment to providing a high level of personalized service to clients. We look forward to supporting them as they continue to exceed client expectations.”

About The Harkness Group

  • Chase Harkness, Vice President/Wealth Management, Financial Advisor. Chase previously worked at Raymond James where he was instrumental in growing his team’s financial planning and investment management practice, and helping clients achieve their financial goals. Chase is a Certified Financial Planner™ professional and holds his Series 7, 66, and Life/Health/Annuity Insurance licenses. He is a graduate of The Ohio State University. 
  • Spencer Harkness, Private Client Associate. Spencer provides critical support to our clients by managing the client service activities for the team. Spencer is dedicated to building and strengthening client relationships and providing responsible, personal service to every client. Prior to joining the Harkness Group in 2018, Spencer taught college courses while earning a Master of Arts in cinema studies at San Francisco State University. Spencer also holds a Bachelor of Science degree in business administration from The Ohio State University.

Contact us for more information

Bradd DelMuto

Director, Corporate Communications

Contact Bradd DelMuto

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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