Eastern NC Complex | Raleigh, NC | Financial Advisors

No matter where you are in life—or where the people who matter the most to you are in their lives—we provide a broad range of financial planning services that can address your current and future needs and goals. Saving for college. Saving for a home. Starting a business. Preparing for retirement. Planning for the transfer of wealth. Whether it is today or tomorrow, for you or your loved ones, whatever is important to you is important to us.

Janney has adapted to meet the challenges presented by change while adhering to the core principles of our founders— and our client commitment: service, trust and integrity. We rank as a top-tier, full-range firm, providing financial services, investment banking and municipal and public finance expertise. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth.

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

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.