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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.

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.

Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.

Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.

Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
Office Information