The complex will include existing offices in Greensboro, Pinehurst, and Winston-Salem.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has established the Central North Carolina Complex to support the firm’s growth in the Southeast Region. The complex will consist of Janney’s existing offices in Greensboro, Pinehurst, and Winston-Salem, North Carolina.
Robert Rose, Executive Vice President/Wealth Management, will serve as the Complex Manager, where he will help manage the complex, grow the support team, and recruit experienced Financial Advisors. Robert joined Janney in December 2022 from Truist and leads RLR Wealth Management in Greensboro.
“We’re excited to continue our expansion and growth in the region with this new complex. This structure will allow us to better serve our central North Carolina clients while providing more support to our advisors and their branch colleagues,” said Andy Kistler, Southeast Regional Manager. “Over the past 12 years, Janney has added more than 80 Financial Advisors and 15 new offices to our Southeast Region. We expect our growth to continue as Financial Advisors seek the client and advisor-focused culture that Janney offers.”
“I’m honored to lead our newest complex. With the Greensboro, Pinehurst, and Winston-Salem offices all opening over the last year, we have an excellent opportunity to expand our presence in the region and grow the complex. We look forward to continuing to support our financial advisors and their teams as they work to provide superior wealth management services to their clients,” added Rob Rose.
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