January 4, 2024
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, added 27 experienced Financial Advisors in 2023.
In total, the Financial Advisors manage over $3.5 billion in assets. The advisors joined Janney from Ameriprise, Commonwealth Financial Network, Corbyn Investment Management, Edward Jones, Goldman Sachs, Key Investment Services, Merrill Lynch, PNC Investments, Raymond James, The Stanley-Laman Group, and Wells Fargo Advisors.
Additionally, Janney continued to expand its footprint with the opening of three new branch offices in 2023, including in St. Petersburg, Florida; Pittsfield, Massachusetts; and Grosse Pointe, Michigan.
“We’re thrilled to continue our recruiting momentum. Janney offers a compelling environment for experienced Financial Advisors who seek our boutique culture, financial stability, comprehensive wealth management platform, and respect for the FA-client relationship,” said Kevin Reed, President of the Janney’s Private Client Group. “Over the last year, we have also made significant investments in our practice management and business development services to support the growth and success of our Financial Advisors. These efforts demonstrate our ongoing commitment to provide our advisors with the resources, technology, and support they need to effectively manage and grow their practice and best serve their clients.”
The Financial Advisor additions in 2023 include:
Berkshire Wealth Advisors – Pittsfield, Massachusetts
- Stephen Sykes, Executive Vice President/Wealth Management
- Tamara Lee, Financial Advisor.
- Formerly: Raymond James
Best Financial Strategies Group – Goldsboro, North Carolina
- John Best, Executive Vice President/Wealth Management.
- Formerly: Wells Fargo Advisors
Decker, Harth & Swavely – St. Petersburg, Florida
- Jonathan Decker, Senior Vice President/Wealth Management.
- David Harth, First Vice President/Wealth Management.
- Jonathan Swavely, Vice President/Wealth Management.
- Formerly: Merrill Lynch
Laskaris Jamett Advisors – Grosse Pointe, Michigan
- Renato Jamett, Executive Vice President/Wealth Management.
- Tom Laskaris, Senior Vice President/Wealth Management.
- Dominic Jamett, Financial Advisor.
- Formerly: Raymond James.
Market Street Advisors – Montvale, New Jersey
- John Fetherston, Senior Vice President/Wealth Management.
- Louis LoGrasso, Senior Vice President/Wealth Management.
- Jay Day Jr., Senior Vice President/Wealth Management.
- Irwin (Casey) Wolf, Senior Vice President/Wealth Management.
- Formerly: Merrill Lynch
John Battista, Vice President/Investments - Radnor, Pennsylvania.
- Formerly: Wells Fargo Advisors
Helen Bueno, Vice President/Investments, Account Executive – Miami.
- Formerly: Ameriprise
Mike Brown, Vice President/Wealth Management – Columbus, Ohio.
- Formerly: PNC Investments.
Haden Dudley III, Vice President/Wealth Management - Roanoke, Virginia.
- Formerly: Wells Fargo Advisors
Jacqueline Dufresne, Financial Advisor - Albany, New York.
- Formerly: Commonwealth Financial Network
Todd Garliss, Vice President/Wealth Management – Hunt Valley, Maryland.
- Formerly: Corbyn Investment Management
Tyler Hamilton, Vice President/Wealth Management - Yardley, Pennsylvania.
- Formerly: The Stanley-Laman Group.
William Lawlor, Vice President/Wealth Management – Westbrook, Connecticut.
- Formerly: Wells Fargo Advisors.
J. Neil Parsons, Vice President/Wealth Management – Marietta, Ohio.
- Formerly: Wells Fargo Advisors.
Wesley Pritchett, Financial Advisor – Atlanta.
- Formerly: Wells Fargo Advisors.
Larry Seiden, First Vice President/Wealth Management – Hunt Valley, Maryland.
- Formerly: Goldman Sachs.
Patrick Sullivan, Financial Advisor – Glastonbury, Connecticut.
- Formerly: Edward Jones.
Brian Tammaro, Financial Advisor - Independence, Ohio.
- Formerly: Key Investment Services.
Candice Waxler, Financial Advisor – DuBois, Pennsylvania.
- Formerly: Edward Jones.
