The experienced team expands Janney’s presence in Florida.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the addition of Sound Wealth Management Group (SWMG) in Palm Beach Gardens, Florida.
The team is led by Financial Advisors Gary Vescio, Executive Vice President/Wealth Management, and Brandon Levine, Vice President/Wealth Management. They are joined by Senior Registered Private Client Associates Adriana Zeron and Molly Haga. The team was previously associated with Raymond James.
“We’re thrilled to welcome Sound Wealth Management Group to our Palm Beach Gardens office,” said Thomas Urban, Complex Manager. “This group of experienced financial professionals provides exceptional individualized service as well as wealth and investment management to their clients, which aligns with Janney’s boutique culture and client-centric philosophy. As we continue to grow our presence in the region, we look forward to providing them with the necessary support to exceed client expectations.”
About Sound Wealth Management Group
Gary Vescio, Executive Vice President/Wealth Management, Financial Advisor. Gary joins Janney with 25 years of industry experience, focusing on financial planning and investment management services for individuals and institutions since 1997. Gary’s approach to investing centers around comprehensive goal planning coupled with sound fundamentals to obtain quality outcomes for his clients. Before joining Janney, he held the position of Managing Director, Senior Vice President of Investments, and was a Chairman’s Council member in the wealth management division of Raymond James. In addition, Gary has held several positions outside of the industry, including developing a music production company, multiple director positions at AT&T, and executive positions at Paging Network, Inc.
Gary has been a frequent keynote speaker at financial advisor forums on investment management. Throughout his career, he has received several awards as a top-performing financial advisor and takes pride in being a valuable resource for industry professionals, peers, and clients. In addition, Gary is active in the community working with Vickers House, Grandma’s Place, The Samantha & Ashley Medical Fund, and Bright Blue Bicycle Foundation, a charitable organization that Gary’s then 9-year-old son founded.
Brandon Levine, Vice President/Wealth Management, Financial Advisor. Brandon joins Janney with extensive knowledge in the equity, fixed income, and derivatives markets. He uses his considerable knowledge to offer to help individuals, private enterprises, and foundations create customized wealth management plans and the portfolios recommendations to pursue them. Before joining Janney, Brandon worked in similar capacities at Raymond James, UBS, and Merrill Lynch. Brandon also has experience working on an equity trading desk. Brandon has focused on portfolio development, execution, and management with Sound Wealth Management Group for over a decade.
Outside of the office, Brandon is actively involved with Take Stock in Children Palm Beach County and is a board member of the Dreyfoos School of the Arts Foundation. Brandon received his bachelor’s degree in business administration with a minor in marketing from Florida Atlantic University.
Adriana Zeron, Senior Registered Private Client Associate. Adriana is the lead administrative and operational team member of Sound Wealth Management Group. She brings over 10 years of industry experience and prides herself on providing superior client service, always going above and beyond what is expected. Before joining Janney, she worked with the team at Raymond James and was previously employed at J.P. Morgan Chase.
Adriana was born in San Pedro Sula, Honduras, and was raised in New York City, where she was selected to attend the prestigious Fiorello H. LaGuardia High School of Art & the Performing Arts, majoring in photography. She furthered her education with a bachelor’s degree in applied mathematics from CUNY Queens College. Adriana is fluent in Spanish.
Molly Haga, Senior Registered Private Client Associate. Molly works to bring Sound Wealth Management Group’s brand to life. She accomplishes this by developing meaningful strategies behind the marketing and client support efforts that are in line with SWMG’s unique approach to doing business. Some of her daily focus includes providing appropriate material, managing social media and digital presence, leading client outreach, and developing and executing SWMG events.
Molly has previously worked with PGA of America as an administrative coordinator of their charitable foundation before working in the finance industry with Baird Private Wealth Management as their Client Specialist and Assistant to the Market Director. Molly earned her bachelor’s degree in public administration from Florida Atlantic University.