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Janney's Southeast Region
Our Team
With our focus on the future, we are expanding in the Southeast Region and would appreciate the opportunity to share how Janney can help build your practice. Please call or email us for a confidential discussion.
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Andrew M. Kistler, III
Senior Vice President / Southeastern Regional Manager
Robert Rose
Executive Vice President / Wealth Management, Branch Manager for Greensboro
Richard J. Ballou
Senior Vice President/ Wealth Management, Complex Director
Edward Bartlett
First Vice President/ Wealth Management, Complex Director
Frank Subasic
Senior Vice President, Complex Director
John R Chase
Senior Vice President/ Wealth Management, Branch Manager for Florence
Gordon Eide
Senior Vice President/ Investments, Complex Director
Timothy S Jones
Senior Vice President, Complex Director
Larry Orr
Senior Vice President, Branch Manager for Columbia
Jesse Parks
Senior Vice President, Branch Manager for Goldsboro
William Sewell
Senior Vice President / Complex Manager
Chris Walker
Senior Vice President/ Wealth Management, Branch Manager for Franklin
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
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.
ASK 5k and Fun Walk
Richmond, Virginia Complex participated in the ASK Childhood Cancer Foundation 5k and Fun Walk.
Bundle of Joy Bags
Recently our Greer, South Carolina branch gathered to assemble 14 Bundle of Joy Bags for Piedmont Women's Center in Greenville.
Crazy Sock Day
On March 21st, Janney’s SE Region wore brightly colored mismatched socks for Crazy Sock Day, when people all around the world come together to celebrate “World Down Syndrome Day.”
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: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Video Library
Janney's Southeast Region
Hear from Andrew Kistler on why Janney's Southeast Region is a great place to build your advisory practice.
An Update on our relationship with KKR
Southeast Region Mid-Year Update
Southeast Region Mid-Year Update
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
April 20, 2026
I’m excited to welcome LaCroix Wealth Management to our Roanoke office. Coming from Merrill Lynch, the team is led by Financial Advisor Brandon LaCroix and manages nearly $400 million in client assets.
Their decision reflects what we’re hearing from many advisors — a desire for accessible leadership, fewer internal hurdles, and a platform that supports how they want to serve clients and grow their practice.
If you’re thinking about what your practice could look like with fewer constraints and more support, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/04/17/janney-welcomes-lacroix-wealth-management-in-roanoke--virginia
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Office Information