Our Team
We will coordinate the services of a team of professionals, delivering the experience and knowledge necessary to help guide you through various investment decisions, regardless of changes to your situation. We can help you choose the appropriate equities or fixed income vehicles in which to invest, or can oversee a comprehensive financial plan for your family’s long-term financial goals.
... Read more.
Read less.
William H. (Bill) Sewell
Senior Vice President / Complex Director
Mel Broughton III
Financial Advisor
Peter Adcroft
First Vice President, Financial Advisor
Sargent Wealth Management
of Janney Montgomery Scott LLC
Fried Mouro Group
of Janney Montgomery Scott LLC
Jimmy R. Hare
Senior Vice President / Wealth Management, Financial Advisor
Harlon Neal, CRPC®
Vice President / Wealth Management, Financial Advisor
Jackson/Bourgeois Wealth Management Group
of Janney Montgomery Scott LLC
Jesse G. Parks
Senior Vice President / Satellite Branch Manager
John P. Irby, IV
Financial Advisor
Kline Wealth Management
of Janney Montgomery Scott LLC
A. Howard Wheeler, AWMA®
First Vice President, Financial Advisor
Livengood Strategic Wealth Advisors
of Janney Montgomery Scott LLC
Oak Creek Wealth Advisors
of Janney Montgomery Scott LLC
The Kraft Hiagler Group
of Janney Montgomery Scott LLC
Horne Rhyner Group
of Janney Montgomery Scott LLC
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
Janney employees give back by volunteering their time or otherwise contributing on a regular basis to various organizations in regions across the country. A sample of representative organizations Janney is proud to support are listed here.
Team Janney Supports Autism Society of North Carolina
Team Janney had a wonderful day walking to support Autism Society of NC - it was a beautiful day, with beautiful people and our beautiful dog friend, Ana. This was Ana's second year to walk for Team Janney.
Food Bank CENC
The Food Bank of Central & Eastern North Carolina is a nonprofit organization that has provided food for those facing hunger in 34 counties in central and eastern NC for 40 years.
Note in the Pocket
Note in the Pocket provides clothing to impoverished and homeless schoolchildren in Wake County with dignity and love.
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.
Video Library
Janney's Culture
Hear from Bill Sewell on Janney's advisor-focused culture.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Phone:
Email:
Phone:
Email:
Phone:
Email:
Phone:
Email:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.