Janney Montgomery Scott – a leading full-service wealth management and investment banking firm – announced the addition of Markley Beckley Wealth Advisors and HD Wealth Partners.
Markley Beckley Wealth Advisors (a six-person team) is based in Janney’s new Cambridge, Ohio office. HD Wealth Partners (a five-person team) is located in Cincinnati, Ohio, and St. Petersburg, Florida. Together, these teams manage over $700 million in client assets, further enhancing Janney’s presence in Ohio and Florida.
1.) Markley Beckley Wealth Advisors — This six-person team includes Financial Advisor Brent Markley, Senior Vice President/Investments, Financial Advisor Grant Beckley, Senior Registered Private Client Associate Mikelle Copella, and Private Client Associates Brenda Caldwell, Kristina Tipton, and June Klingensmith. The team was previously associated with LPL and will reside in Janney’s new office in Cambridge, Ohio.
2.) HD Wealth Partners — Based in Cincinnati, Ohio, and St. Petersburg, Florida, the five-person team is led by Financial Advisors Matt Hager, Executive Vice President/Wealth Management, David Dennerll, Senior Vice President/Wealth Management, and Matthew Hager, Vice President/Wealth Management. They are joined by Zach Hiler, Registered Private Client Associate, and Cynthia Wilson, Private Client Associate. The team was previously associated with Raymond James.
KEY QUOTE:
“These latest additions demonstrate Janney’s continued appeal to Financial Advisors seeking a firm that offers the independence and autonomy to run their practice while leveraging our award-winning resources and advisor-centric culture to best support their clients. We are well-positioned for further growth and intently focused on supporting advisors and their clients.”
– Jim Dornan, Regional Director
