The veteran team joins Janney with a combined 80 years of industry experience.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the addition of Parkview Capital Advisors in Columbus, Ohio.
The team is led by Financial Advisors Jim Bowman, Senior Vice President/Wealth Management, and Brad Kastan, Senior Vice President/Wealth Management. They are joined by Shannon Meisner, Senior Registered Private Client Associate, and Lareesa Haynes, Senior Registered Private Client Associate. The team was previously associated with Raymond James.
“We’re excited to welcome Jim, Brad, and the team to our Columbus Grandview office as we continue to expand our presence in the region,” said Norma Duckett, Complex Manager. "The team is committed to their clients' long-term goals, and we look forward to providing them the necessary support to continue exceeding client expectations."
About Parkview Capital Advisors
James (Jim) Bowman, Senior Vice President/Wealth Management, Financial Advisor. Jim joins Janney with over 25 years of industry experience. He is responsible for creating the team's innovative "statistical decision-making" models and the institutional fixed income business. Since joining Raymond James in 2013, Jim has earned the firm's Chairman's Club status every year. Jim is also a two-time winner of the Financial Times Top 400 Advisors in 2015 and 2016.
Jim also plays an active role in the community, having served as Board Chairman for five non-profit organizations focusing on social services, health care, and education and serving on many other boards and committees. He has received the distinguished Business First "40 Under 40" club for those who exemplify excellence in their work and community. In addition, he received the "Therese Kahn Young Leadership Award" from the Columbus Jewish Federation, the "Life with Dignity Award" from Wexner Heritage Village, and the "Heritage Award" from Heritage Adult Day Health Centers.
Jim earned his Bachelor of Science degree in business and economics from Lehigh University.
Bradley (Brad) Kastan, Senior Vice President/Wealth Management, Financial Advisor. In his over 35 years of experience in the industry, Brad joins Janney, having developed a sharp insight into how to serve his clients' best interests. His work with high-net-worth individuals and Tier 1 institutions (including foundations and endowments) has been recognized throughout the years, along with his success in public and corporate finance. He was selected by the Financial Times as a Top 400 Financial Advisor.
Prior to joining Janney, Brad served at Raymond James for 9 years. He also gained experience at E.F. Hutton, UBS/Paine Webber and Bear Stearns. Brad served on the Director's Advisory Council of E.F. Hutton and the Chairman's Council of UBS/Paine Webber.
Brad earned his bachelor's degree from The Ohio State University and is a recipient of the William Oxley Thompson Alumni Award. He has served as board chairman for the Bexley Education Foundation, is a past President of the Columbus Jewish Foundation, and a past Trustee of Columbus College and the Community Shelter Board of Columbus.
Lareesa Haynes, Senior Registered Private Client Associate. Lareesa's client-first approach allows her to provide service that exceeds expectations while helping clients work toward achieving their financial goals. With over 20 years of industry experience, she holds Series 7, 9, 10, and 66 licenses. She has held positions at First Union, which later became Wells Fargo Advisors, Morgan Stanley, and, most recently, Raymond James.
Shannon Meisner, Senior Registered Private Client Associate. Shannon joins Janney with more than 14 years of experience in the financial services industry. She handles all administrative aspects of the team's clientele, making it a point to exceed client expectations in all that she does. She holds Series 7 and 63 licenses.