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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.
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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.

Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?

Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.

Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
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.

Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.

Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.

Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Office Information