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Janney's Southeast Region
Our Team
With our focus on the future, we are expanding in the Southeast Region and would appreciate the opportunity to share how Janney can help build your practice. Please call or email us for a confidential discussion.
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Andrew M. Kistler, III
Senior Vice President / Southeastern Regional Manager
Robert Rose
Central NC Complex Manager
Richard J. Ballou
Atlanta & Greer Complex Office Manager
Edward Bartlett
Roanoke Branch Office Manager
John R Chase
Satellite Branch Office Manager
Gordon Eide
Senior Vice President / Fredericksburg, Richmond and Richmond West Complex Manager
David Grice
Hendersonville Satellite Branch Manager
Timothy S Jones
Senior Vice President, Complex Manager
Larry Orr
Aiken & Columbia Branch Office Manager
Jesse Parks
Goldsboro Satellite Branch Manager
William Sewell
Senior Vice President / Complex Manager
Chris Walker
Senior Vice President / Wealth Management
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Private Client Group Support
All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.
Supporting Your Business
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
ASK 5k and Fun Walk
Richmond, Virginia Complex participated in the ASK Childhood Cancer Foundation 5k and Fun Walk.
Bundle of Joy Bags
Recently our Greer, South Carolina branch gathered to assemble 14 Bundle of Joy Bags for Piedmont Women's Center in Greenville.
Crazy Sock Day
On March 21st, Janney’s SE Region wore brightly colored mismatched socks for Crazy Sock Day, when people all around the world come together to celebrate “World Down Syndrome Day.”
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Video Library
Janney's Southeast Region
Hear from Andrew Kistler on why Janney's Southeast Region is a great place to build your advisory practice.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 18, 2025
Spotlight On: Andy Kistler, Southeast Regional Director & Senior Vice President, Janney Montgomery Scott LLC
In an interview with Invest:, Andy Kistler, southeast regional director & senior vice president at Janney Montgomery Scott LLC, highlighted the firm’s growth, while emphasizing the importance of personal relationships and technology integration in the financial services industry. Read more: https://capitalanalyticsassociates.com/spotlight-on-andy-kistler-southeast-regional-director-senior-vice-president-janney-montgomery-scott-llc/
December 23, 2024
The momentum continues to build at Janney Montgomery Scott. Come join us in 2025. Happy New Year!
November 19, 2024
We’re pleased to welcome Financial Advisor Bob Stiles to our Charlotte, North Carolina office. Formerly with Baird, Bob’s addition continues our growth in the region and overall recruiting momentum as advisors continue to seek a firm like Janney, with award-winning resources, advisor-centric culture, and independence to run their practice their way. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2024/11/19/financial-advisor-bob-stiles-joins-janney-in-charlotte
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Office Information