Home page hero banner
Janney's Southeast Region
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.
Andrew M. Kistler, III
Senior Vice President / Southeastern Regional Manager
Central NC Complex Manager
Richard J. Ballou
Atlanta & Greer Complex Office Manager
Roanoke Branch Office Manager
John R Chase
Satellite Branch Office Manager
Senior Vice President / Fredericksburg, Richmond and Richmond West Complex Manager
Hendersonville Satellite Branch Manager
Timothy S Jones
Senior Vice President, Complex Manager
Aiken & Columbia Branch Office Manager
Goldsboro Satellite Branch Manager
Senior Vice President / Complex Manager
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.
Janney has more than 190 years of experience providing comprehensive financial advice and high quality service to individuals, families, corporations, and institutions.
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.
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.”
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: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Stay up-to-date and in-the know about every aspect of your financial picture.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 02, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.