Who We Are
The formation of The Halter Group can be traced back to Gary Halter's tenure at Advest Inc. – the former Hartford headquartered brokerage firm that had its origins stretching back to 1905. It was here, at Advest, that Gary’s mother and Benjamin & Brian's grandmother, Leatrice Halter, helped her son land a job as a stockbroker. Lea had been working at Advest as a Sales Assistant for many years and could see her son had many of the same qualities as other successful brokers at the firm. He was smart, could think quickly on his feet, and most importantly had a desire to help others. Entering the business as a “stockbroker” in 1981, Gary has now evolved into a seasoned “Financial Advisor” offering retirement services well beyond simple portfolio management.Much like Lea saw potential in her son, Gary soon learned his sons possessed a similar desire to help others. Upon earning a degree in finance from Bentley University, Ben went on to work at the same firm as his father until finally teaming up together here at Janney Montgomery Scott, along with their Senior Registered Client Associate, Sharland Baker. Soon after, Gary's other son, Benjamin's twin brother, and Quinnipiac University business school graduate, Brian Halter, joined the Halter Group as the team propelled to new heights in the wealth management industry.The Halter Group has evolved tremendously over the past 40 years, seen many Bull and Bear markets, but what has remained is the unwavering and steadfast commitment to be right by our clients' side for as long as they need us. It is this deeply ingrained history in financial services that has stimulated Gary, Benjamin, Brian and Sharland to grow as advisors and what keeps them striving to learn more every day. With over 60 years of combined industry experience, Gary, Benjamin, Brian & Sharland strive to provide excellent service as they guide their clients through all stages of life. Welcome to The Halter Group.
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.