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®

Executive Vice President/ Wealth Management, Financial Advisor

Christine Lindsay, CFP®, CRPC®

Associate Vice President/Wealth Management, Senior Account Executive

Ryan J. Hamilton, CFP®

Financial Advisor

Tyler Hamilton, CFP®, CLU®

Vice President / Wealth Management, Financial Advisor

Jeremy DeFalco, CFP®, AWMA®, CRPC®

Financial Advisor

Batchelor Noah, CFP®

Financial Advisor

Ghazal Eghbali Afshar, CFP®

Financial Advisor

Donna Tiller

Private Client Associate

Salvatore R. Bottone, AWMA®

Wealth Planning Associate

Etien Thomas

Private Client Associate

Awards

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

Sargent Wealth Management names Forbes 2025 Best-In-State Wealth Management Team

Sargent Wealth Management has been named to the Forbes 2025 Best-in-State Wealth Management Teams list.

Peter Sargent Named Forbes Best-In-State Wealth Advisor

Peter has been named a Forbes Best-In-State Wealth Advisor each year since 2018.

Peter Sargent Named Barron's Top 1,200 Financial Advisor

Peter has been named a Barron's Top 1,200 Financial Advisor in 2009, 2010, 2012, and each year since 2017.

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.