Janney Adds 12 Financial Advisors in First Half of 2024

Adds over $2.2 billion in assets under advisement to Private Client Group.

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management and investment banking firm, is pleased to announce 12 Financial Advisors joined the firm in the first half of 2024.

The Financial Advisors collectively manage over $2.2 billion in assets and joined Janney from Fidelity, Steward Partners Global Advisory, Osaic, Merrill Lynch, Raymond James, Wells Fargo, Citizens Wealth Management, Baird, and Truist.

In addition, the firm opened a new branch office in Bethesda, Maryland, and announced the addition of Tom Galvin as Senior Vice President and Complex Director to lead Janney's growth in the Northern Florida market. 


The Financial Advisor additions in 2024 include: 
 

The Goldman Group – Ponte Vedra, Florida

  • Rodger Goldman, Executive Vice President/Wealth Management 
  • Steffy Kaiser, Assistant Vice President, Account Executive
  • Formerly: Wells Fargo


The Johnson Group – Albany, New York

  • Mark Johnson, Senior Vice President/Investments
  • Dino Johnson, Vice President/Investments
  • Formerly: Steward Partners Global Advisory


Loud Wealth Management – Atlanta, Georgia

  • Joshua Loud, Financial Advisor
  • Formerly: Raymond James


The McCollum Group – Charlotte, North Carolina

  • Travis McCollum, Executive Vice President/Wealth Management
  • Formerly: Baird


Shore to Shore Private Wealth – Lewes, Delaware

  • Michael Koppenhaver, Executive Vice President/Wealth Management
  • Susan Demask, Vice President, Account Executive
  • Formerly: Merrill Lynch


Susan Bickel, Financial Advisor – Columbus, Ohio

  • Formerly: Merrill Lynch


Martha Busser, Senior Vice President/Wealth Management – Bethesda, Maryland

  • Formerly: Wells Fargo


Michael Dargusch, Vice President/Investments – Alexandria, Virginia

  • Formerly: Truist


Kathryn Genovese, Financial Advisor – Westbrook, Connecticut

  • Formerly: Citizens Wealth Management


Jordan Higgins, Assistant Vice President – Hunt Valley, Maryland

  • Formerly: Fidelity


Matthew Robinson, Vice President/Wealth Management – Harrisonburg, Virginia

  • Formerly: Osaic
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.