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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.
Our History
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.
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: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 31, 2024
2023 was another successful year at Janney! Watch this video to learn about some of our firm results and initiatives and how we’ve worked to meet the needs of our clients, people, and communities.
January 09, 2024
Janney Closes Acquisition of Middle Market Investment Bank TM Capital
We’re pleased to announce the closing of our acquisition of TM Capital, a premier middle market investment bank specializing in M&A advisory. The acquisition continues the growth of our Capital Markets Group and makes Janney one of the largest investment banks in Atlanta.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information