Janney Drawing Steady Stream of Wirehouse Recruits

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).

— Related on ThinkAdvisor:

• 40% of Advisors Say Switching Firms Is Easier Than Before Pandemic: Fidelity
• How One Advisor Is Leading During the Coronavirus
• Janney Adds 11 Wirehouse Advisors With $930B in Assets