Overall, Janney recruited a total of 43 advisors and nearly $4 billion in assets to its Private Client Group, it said Tuesday. In addition to moving from the wirehouses, they joined from Raymond James, Ameriprise, Edward Jones and BB&T.
The Private Client Group also added 48 Private Client associates in 2020.
Since 2015, Janney has added more than 280 advisors in all, it said. The firm had more than $108.4 billion in assets under advisement as of Dec. 31.
"Despite challenges from the pandemic and a remote business environment, we continue to attract talented Financial Advisors to Janney," Jerry Lombard, president of the Private Client Group, said in a statement. "Our financial stability and accessible, client-focused platform enables our Financial Advisors to help clients achieve their financial goals."
Full-Year Recruits
The advisors that moved to Janney in 2020 include the following teams and individuals:
- Begnaud Wealth Management Group (Merrill Lynch, $430 million of assets); Gary Begnaud and Amy Begnaud;
- Crossroads Wealth Planning Group (Raymond James, $450 million); Greg Young, Jeff Sellers, Jack Gary III, Brian Gary and Beth Young
- Hofer Family Wealth Advisors (UBS); Garrett D. Hofer;
- May Fisher Wealth Management (Wells Fargo, $52 million); Daniel Fisher;
- McGovern Financial Management (Raymond James, $121 million); Gary McGovern;
- Seger Wealth Management (Raymond James; $69 million); Thomas Seger;
- The Dupre Keating Group (Morgan Stanley, $335 million); Dawn Dupre, Megan Keating, Sarah Smith and Mary Anne Perrone;
- The Horne Rhyner Group (Morgan Stanley, $101million); Barry Horne and Jillian Rhyner;
- The Stacks Raisman Group (BB&T, $275 million); Michael Stacks and Amy Raisman;
- The Tango Group (Merrill Lynch, $123 million); Anthony Tango and Carmine Tango;
- The W Group (Wells Fargo, $124 million); Thomas Wilson and Josh White;
- The Wolff Bryson Wealth Advisory Group (Wells Fargo, $138 million); Jason Wolff and Justin Bryson;
- Young Wealth Management Group (Ameriprise, $258 million); Roark "Rocky" Young, Dustin Young and Ronnie Heller)
- Todd Bernstein (BB&T, $64 million)
- Stephen Burleson (Merrill Lynch)
- Luke Dowd (Morgan Stanley, $24 million)
- Eric Eitel (Edward Jones, $23 million)
- Jimmy R. Hare (Wells Fargo, $124 million)
- Tahj Holden (Morgan Stanley)
- Abraham Horowitz (Morgan Stanley, $106 million)
- Pat Ingrassia (Wells Fargo, $77 million)
- Julianne M. Joly (Morgan Stanley)
- Stephen Krakower (Wells Fargo, $19 million)
- Sheryl Oswald (Morgan Stanley, $23 million)
- F. Houghton Phillips II (Merrill Lynch, $330 million)
- Stephen Powers (Wells Fargo, $113 million)
- Selden Staples (Wells Fargo, $97 million) and
- Paul Townsend (Wells Fargo).
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