Adds over $1.3 billion in assets under advisement to Private Client Group

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce eight Financial Advisors joined the firm in the third quarter of 2022. In total, the Financial Advisors help manage over $1.3 billion in assets. 

In the third quarter of 2022, advisors joined Janney from Edward Jones, McDonald Partners, Raymond James, Truist, and Wells Fargo Advisors. These additions continue the firm’s recent recruiting efforts with a total of 28 Financial Advisors with $3.6 billion in assets joining in 2022.   

“We’re pleased to continue to add talented, experienced Financial Advisors who are attracted to Janney’s financial stability, platform, and boutique culture that allows Financial Advisors to manage their business how they choose and puts clients at the center of everything,” said Jerry Lombard, President of the firm’s Private Client Group.

The Financial Advisor additions in the third quarter of 2022 include: 

Parkview Capital Advisors – Columbus, Ohio

  • James Bowman, Financial Advisor, Senior Vice President/Wealth Management. 
  • Bradley Kastan, Financial Advisor, Senior Vice President/Wealth Management. 
  • Formerly: Raymond James

The Owen Wealth Advisory Group – Pinehurst and Winston-Salem, North Carolina

  • Michael Owen, Financial Advisor, Executive Vice President/Wealth Management.
  • Formerly: Truist

Corey Cahill, Financial Advisor

  • Formerly: Edward Jones

Kevin Driscoll, Financial Advisor, Senior Vice President/Wealth Management.

  • Formerly: Wells Fargo Advisors 

Michelle Conley Hegarty, Financial Advisor, Senior Vice President/Wealth Management. 

  • Formerly: McDonald Partners

Fred Odell, Financial Advisor, Senior Vice President/Wealth Management

  • Formerly: Wells Fargo Advisors

Katherine Schiefelbein, Financial Advisor, Associate Vice President/Wealth Management.

  • Formerly: Truist

Media Contact

Bradd DelMuto

Director, Corporate Communications

Contact Bradd DelMuto

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