Experience

Kim Rogers is the Director of Lending Solutions at Janney Montgomery Scott LLC. In this role, she serves as the primary resource for the strategic development, marketing, and growth of Janney’s lending and credit solutions platform, providing lending advice, guidance, and assistance to Financial Advisors across the Janney footprint. She joined the firm in February 2022.

Professional Experience

Prior to joining Janney, Kim was a Senior Vice President, Strategic Manager for Wells Fargo’s Wealth Investment Management Division where she led strategic initiatives for Wells Fargo Investment Institute, The Private Bank, and Wells Fargo Advisors.

Kim entered the financial services industry in 1997 as a Financial Advisor for Morgan Stanley in Charlotte, North Carolina. In 2003, she joined Citi Smith Barney as a Regional Home Loan Specialist where she was instrumental in launching the lending platform for advisors of the Mid-Atlantic Region and was promoted to Vice President Regional Lending Director for the Mid Atlantic. In 2009 she joined Wells Fargo as a Wealth Relationship Manager for The Private Bank and in 2011 was promoted to Senior Vice President, National Director of the High-Net-Worth Partnership for Wells Fargo Advisors. She was also a member of the Senior Leadership Board and in 2014 was named to the Concord Elite, Presidents Club as Wealth Management Partner of the Year.

Personal Background

Kim is a graduate of Concord University with a Bachelor of Science in Home Economics/ Marketing Management. She enjoys golf, gardening, and time with her family

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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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