Who We Are

Our Team

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation. ... Read more. Read less.

Peter H. Sargent, CFA, CFP®

Managing Director, Financial Advisor

Christine Lindsay, CFP®, CRPC®

Associate Vice President/Wealth Management, Senior Account Executive

Ryan J. Hamilton, CFP®

Senior Vice President/ Wealth Management, Financial Advisor

Tyler Hamilton, CFP®, CLU®

Vice President / Wealth Management, Financial Advisor

Jeremy DeFalco, CFP®, AWMA®, CRPC®

Financial Advisor

Batchelor Noah, CFP®

First Vice President / Wealth Management, Financial Advisor

Ghazal Eghbali Afshar, CFP®

Financial Advisor

Donna Tiller

Private Client Associate

Salvatore R. Bottone, CFP®, AWMA®

Senior Wealth Planning Associate

Andrew Sargent, CFA®

Financial Advisor

Etien Thomas

Private Client Associate

Awards

The team members of Sargent Private Wealth is proud to receive honors and recognition from a number of highly regarded industry publications.

Peter Sargent Name Barron's Top 1,500 Financial Advisor

Peter Sargent has been recognized by Barron's as a top advisor for the ninth consecutive year.

Sargent Private Wealth Named Forbes Best-in-State Wealth Management Team

Sargent Private Wealth is honored to share that we have been recognized as a 2026 Best-in-State Wealth Management Team

Peter Sargent Named a Forbes Best-in-State Wealth Advisor

Peter has been names a Forbes Best-in-State Wealth Advisor each year since 2018.

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.

About Janney

With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.