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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
Central NC Complex Manager

Richard J. Ballou
Atlanta & Greer Complex Office Manager

Edward Bartlett
Roanoke Branch Office Manager

John R Chase
Satellite Branch Office Manager

Gordon Eide
Senior Vice President / Fredericksburg, Richmond and Richmond West Complex Manager

David Grice
Hendersonville Satellite Branch Manager

Timothy S Jones
Senior Vice President, Complex Manager

Larry Orr
Aiken & Columbia Branch Office Manager

Jesse Parks
Goldsboro Satellite Branch Manager

William Sewell
Senior Vice President / Complex Manager

Chris Walker
Senior Vice President / Wealth Management
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.

Up Next: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.

Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*

Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
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
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 07, 2025

Podcast: Keeping a Unique Culture During a Phase of Growth
What makes Janney a top destination for advisors? Kevin Reed, President of Janney’s Private Client Group, joins Tony Sirianni on the AdvisorHub Podcast to discuss what sets Janney apart.
https://www.advisorhub.com/resources/keeping-a-unique-culture-during-a-phase-of-growth/
March 07, 2025

Another great team joins Janney. I’m excited to welcome Duggan Faires Investment Partners, a three-person team formerly with Truist, to our growing Atlanta office. Learn more about the team and their decision to join Janney. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/03/06/duggan-faires-investment-partners-joins-janney-in-atlanta
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).

Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.

Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Office Information