Janney Montgomery Scott has expanded into Texas with the opening of a new office in Dallas and the addition of the West Haven Private Wealth team. This move marks a significant step in the firm’s broader growth priorities across the region. Along with the new office, the firm announced that industry veteran Mark Giles has joined as Market Development Director to support continued expansion efforts in the state.
The entry into Dallas aligns with Janney’s longer-term strategy to build its presence in key markets across the Southeast and Gulf regions. The Texas market, including cities such as Austin, Fort Worth, and Houston, has become a priority area for the firm as it continues investing in both advisor capabilities and regional leadership.
West Haven Private Wealth joins Janney from RBC and brings more than $200 million in client assets. The team is led by Senior Vice Presidents and Financial Advisors Lauren Johnson Housh and James Winkler, and is supported by Senior Wealth Planning Associate Randi Walker. The group selected Janney based on shared values, alignment around client service, and the added resources available to support advisor-client relationships.
Giles brings more than three decades of financial services experience, beginning in Dallas as a Financial Advisor and later holding leadership roles across several investment management firms, including Oppenheimer, Davis Advisors, Neuberger Berman, and BNY Mellon. His hiring is intended to enhance Janney’s market presence and outreach as the firm continues to evaluate opportunities across Texas.
In conjunction with the expansion, Janney has renamed its Florida Region to the Gulf Region to reflect a broader reach across the Southeast and Texas. The region remains under the leadership of Frank Amigo, who has played a central role in regional growth and will continue supporting both existing and new market initiatives.
With the opening of the Dallas office, Janney now operates 137 offices in 25 states.
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“Expanding into Texas has been a strategic priority for Janney, and we’re proud to open our Dallas office with West Haven Private Wealth. Texas is an important growth market for the firm, and we look forward to continuing our investment across the state, with a focus on Austin, Fort Worth, and Houston.”
Kevin Reed, President of Janney’s Private Client Group
“From our first conversations, it was clear that Janney shares our values and commitment to putting clients first. Joining Janney allows us to strengthen the experience we deliver by combining the personal service and trusted guidance our clients rely on with the resources of a respected, growing firm.”
Lauren Johnson Housh, Senior Vice President/Wealth Management
“The establishment of our Gulf Region represents another important step in Janney’s long-term growth strategy. I’m proud of the strong foundation our teams have built across Florida and excited to lead our continued expansion into new markets where we can deliver Janney’s culture, resources, and client-first experience to more advisors and clients.”
Frank Amigo, Regional Director
