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.
William H. (Bill) Sewell
Complex Manager
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.
Our History
Janney has more than 190 years of experience providing comprehensive financial advice and high quality service to individuals, families, corporations, and institutions.
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.
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.
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.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.