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February 21, 2018 at 03:38 PM
Janney Montgomery Scott said it has hired Andrew F. Aubrey, first vice president of wealth management, to join its West Hartford, Connecticut, branch. Aubrey previously worked for Merrill Lynch, Bank of America Investment Services, TD Waterhouse and other firms
“We’re thrilled that Andrew has found that Janney will provide him with the best opportunity to help his clients with their long-term wealth management goals,” said George Keith, complex manager, in a statement.
Aubrey, a 20-year industry veteran and CFP, works with about $220 million in client assets.
H.D. Vest Announcement
Meanwhile, wealth-management firm Wymer Brownlee says it has hired Shawn Bean as a tax advisor, Deanna Conway as a tax coordinator and Trey Whitley as financial strategist to work in its Oklahoma City office.
“These enhancements to our bench of client service professionals reflect Wymer Brownlee’s commitment to tax-savvy financial planning for high net worth clients, as well as our ongoing leadership in this space,” said Kyle Brownlee, Wymer Brownlee CEO and senior wealth advisor, in a statement.
Wymer Brownlee, affiliated with H.D. Vest, has nearly $600 million in total client assets.
