Janney Montgomery Scott, a leading full-service wealth management and investment banking firm, announced 27 experienced Financial Advisors joined the firm in 2024. And the Financial Advisors collectively manage over $4.3 billion in assets and joined Janney from Baird, Citizens, Fidelity, Kestra, LPL, Merrill Lynch, Osaic, Raymond James, Steward Partners Global Advisory, Truist, UBS, and Wells Fargo.
The firm also expanded its presence with a new branch office in Chicago, led by Ned Kennedy, who joined as Complex Director. Janney also named Tom Galvin as Midwest Regional Director to lead the firm’s expansion in key markets.
The Financial Advisor additions in 2024 include:
Butler Private Wealth Group – Bedminster, New Jersey
— Paul Butler, Executive Vice President/Investments –
Formerly: UBS
The Goldman Group – Ponte Vedra, Florida
— Rodger Goldman, Executive Vice President/Wealth Management
— Steffy Kaiser, Assistant Vice President, Account Executive
Formerly: Wells Fargo
HD Wealth Partners – Cincinnati, Ohio
— J. Matthew Hager, Executive Vice President/Wealth Management
— David Dennerll, Senior Vice President/Wealth Management
— Matthew Hager, Vice President/Wealth Management
Formerly: Raymond James
The Johnson Group – Albany, New York
— Mark Johnson, Senior Vice President/Investments
— Dino Johnson, Vice President/Investments
Formerly: Steward Partners Global Advisory
Loud Wealth Management – Atlanta, Georgia
— Joshua Loud, Financial Advisor
Formerly: Raymond James
Markley Beckley Wealth Advisors – Cambridge, Ohio
— Brent Markley, Senior Vice President/Wealth Management
— Grant Beckley, Financial Advisor
Formerly: LPL
The McCollum Group – Charlotte, North Carolina
— Travis McCollum, Executive Vice President/Wealth Management
Formerly: Baird
Personal Wealth Solutions – Mansfield, Ohio
— Jeremy Swank, Executive Vice President/Wealth Management
— Greg Kibler, Financial Advisor
— Debbie Williams, Financial Advisor
Formerly: Kestra
Shore to Shore Private Wealth – Lewes, Delaware
— Michael Koppenhaver, Executive Vice President/Wealth Management
— Susan Demask, Vice President, Account Executive
Formerly: Merrill Lynch
Uyeki and Elliott Wealth Advisors – New Haven and Mystic, Connecticut
— John Uyeki, Senior Vice President/Wealth Management
— James Elliott, Vice President/Wealth Management
Formerly: Osaic
Ron Arthur, Vice President/Wealth Management – Charleston, West Virginia
Formerly: Truist
Susan Bickel, Financial Advisor – Columbus, Ohio
Formerly: Merrill Lynch
Martha Busser, Senior Vice President/Wealth Management – Bethesda, Maryland
Formerly: Wells Fargo
Michael Dargusch, Vice President/Investments – Alexandria, Virginia
Formerly: Truist
Kathryn Genovese, Financial Advisor – Westbrook, Connecticut
Formerly: Citizens Wealth Management
Jordan Higgins, Assistant Vice President – Hunt Valley, Maryland
Formerly: Fidelity
Randy Liggitt, Vice President/Investments – Columbia, South Carolina
Formerly: Truist
Joseph Pardi, First Vice President/Wealth Management – Boca Raton, Florida
Formerly: Wells Fargo
Matthew Robinson, Vice President/Wealth Management – Harrisonburg, Virginia
Formerly: Osaic
Robert Stiles, Senior Vice President/Wealth Management – Charlotte, North Carolina
Formerly: Baird
KEY QUOTE:
“We’re thrilled to continue our recruiting momentum with the addition of these talented and experienced Financial Advisors. As an independently operated, privately held, and employee-owned firm, we remain focused on offering award-winning resources and a culture that prioritizes advisors and their clients. These new additions reflect the strength of our commitment to providing advisors with the tools and support they need to run their business their way, making Janney a top destination for advisors.”
– Kevin Reed, President of Janney’s Private Client Group
