Janney Montgomery Scott says it recruited five advisors with some $445 million of clients assets from Wells Fargo in Connecticut and New York.
According to Janney, these advisors have more than 120 years of combined financial services industry experience.
Joining the firm’s Fairfield, Connecticut, branch office are Glenn Ratcliffe, who will serve as first vice president-investments and assistant complex manager of the firm’s Connecticut branch offices; Samuel Sammarco, senior vice president-wealth management; and William “Bill” Moore, vice president-wealth management.
In Syracuse, New York, the new Janney staff include William “Bill” Nice, vice president-wealth management, and Lorrie Frawley, senior register private client associate.
“These highly experienced advisors have dedicated their careers to providing clients with the highest quality advice and service,” said Jerry Lombard, president of Janney’s Private Client Group, in a statement.
Ratcliffe, a certified financial planner, joins the Fairfield branch office with more than 30 years of industry experience and has more than $150 million in client assets under advisement.
Sammarco, Moore and Nice come to Janney’s Syracuse branch office with nearly $300 million of client assets under advisement. They have been involved in their local YMCA, LiteracyCNY, Camillus Rotary, Great Camillus Chamber of Commerce, the American Red Cross and other groups.
Sammarco is a 50-year industry veteran, while Moore, also a CFP, and Nice each have 20 years in the business.
“Their client-centric approach aligns perfectly with Janney’s values,” Lombard said. “I am proud to welcome them to the firm and am delighted that they recognize the value of Janney’s boutique culture, unprecedented home office support and longstanding reputation for integrity and stability.”
— Check out Janney’s Retirement Evaluator Answers Clients’ Most Common Question on ThinkAdvisor.