We're proud that Financial Advisors continue to choose Janney as the home for their practice. Highlighted below are recent news and additions to our team.
Our Recent Additions:
2023 Recruits
DECKER, HARTH, & SWAVELY
Jonathan Decker, Senior Vice President/Wealth Management, Branch Manager
St. Petersburg, FL | Previously associated with Merrill Lynch
Helen Bueno, Vice President/Wealth Management, Account Executive
Miami, FL | Previously associated with Ameriprise
2022 Recruits
SOUND WEALTH MANAGEMENT GROUP
Gary Vescio, Executive Vice President/Wealth Management, Financial Advisor
Brandon Levine, Vice President/Wealth Management, Financial Advisor
Palm Beach Gardens, FL | Previously associated with Raymond James
Kevin Munoz, Vice President/Wealth Management, Financial Advisor
Miami, FL | Previously associated with Raymond James
2021 Recruits
OHLMAN WEALTH ADVISORY GROUP
Michael Ohlman, Senior Vice President/Wealth Management, Financial Advisor
Regina Ohlman, First Vice President/Wealth Management, Financial Advisor
Sarasota, FL | Previously associated with Raymond James
GRAVES TIDWELL WEALTH ADVISORY GROUP
Jeffrey Tidwell, Executive Vice President/Wealth Management, Financial Advisor
Michael Graves, Senior Vice President/Wealth Management, Financial Advisor
Ponte Vedra Beach, FL | Previously associated with Wells Fargo Advisors
Philip Blumel, Executive Vice President/Wealth Management, Financial Advisor
Palm Beach Gardens, FL | Previously associated with Raymond James
Bill Simpson, Vice President/Investments, Financial Advisor
Stuart, FL | Previously associated with Morgan Stanley
2020 Recruits
THE STACKS RAISMAN GROUP
Michael Stacks, Executive Vice President/Wealth Management, Financial Advisor
Amy Raisman, Vice President/Wealth Management, Financial Advisor
Fort Lauderdale, FL | Previously associated with BB&T Scott and Stringfellow
YOUNG WEALTH MANAGEMENT GROUP
Rocky Young, First Vice President/Wealth Management, Financial Advisor
Dustin Young, Vice President/Wealth Management, Financial Advisor
Ronnie Heller, Vice President/Wealth Management, Financial Advisor
Miami, FL | Previously associated with Ameriprise
CROSSROADS WEALTH PLANNING GROUP
Greg Young, Executive Vice President/Wealth Management, Financial Advisor
Jeff Sellers, Executive Vice President/Wealth Management, Financial Advisor
Jack Gary, Senior Vice President/Wealth Management, Financial Advisor
Brian Gary, Financial Advisor
Beth Young, Financial Advisor
Palm Beach Gardens, FL | Previously associated with Raymond James
Todd Bernstein, First Vice President/Wealth Management, Financial Advisor
Ponte Vedra Beach, FL | Previously associated with BB&T Scott and Stringfellow
Abraham Horowitz, First Vice President/Wealth Management, Financial Advisor
Miami, FL | Previously associated with Morgan Stanley
Why Janney
Hear from our Advisors:
"Being in the business since 1991, I have been through many changes in the industry for advisors. We deal with changes in regulations, the financial markets and how to best serve our clients. When you combine a firm that truly sits on your side of the table with helping provide the best client & advisor experience, that’s what this is all about. Janney has provided a platform to combine great people to support you, the advisor to be your best. They also realize without the client there is no you. Bottom line life’s too short to work with a firm you don’t enjoy each and every day! Your clients will thank you later…" - Todd Bernstein | Ponte Vedra, FL
Janney Florida News
New Office in St. Petersburg, FL
We’re excited to open our 10th office location in St. Petersburg. Jonathan Decker, who joined Janney in 2023 from Merrill Lynch, serves as Branch Manager.
About Janney Florida
10 Branch Locations in Florida
With 10 locations throughout the state of Florida, Janney's boutique size allows us to remain agile and meet the demands of turbulent market cycles and shifting investment and regulatory landscapes.
Make a Difference as a Janney Financial Advisor
Maximizing the satisfaction you get from your career as a Financial Advisor is one of your top priorities - and it's one of Janney's as well.
Visit www.movetojanney.com to learn more.
