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April 25, 2019 at 09:16 AM
Janney Montgomery Scott says it has added two advisor teams with a total of about $373 million in assets.
Somers Wealth Management, which works with $192 million, moved from Stifel Financial in Bethlehem, Pennsylvania.
“Lisa and Brenda bring over 40 years of wealth management experience to the firm and are firmly dedicated to helping clients meet their financial goals. We’re excited to welcome them to the Janney team and look forward to providing the necessary support to assist their clients,” according to Randall Biggs, Bethlehem branch manager.
Lisa has about 30 years in the business, while Brenda has been in for roughly a decade.
Schultz Wealth Management moved to Janney in Atlanta. The team is led by Jeff Schultz and works with about $181 million; it previously was affiliated with Raymond James.
“Jeff and his team continue the growth of Janney’s overall presence in Atlanta and the Southeast. They bring considerable industry experience and a commitment to providing a high level of personalized service to clients,” said Rick Ballou, Janney’s branch office manager in Atlanta, in a statement
Schultz, CFP, has over 20 years of experience. He works with Kevin McKane, CFP, who has been in the business for 11 years.
RBC Wealth Management, recently welcomed advisor Harold “Chip” Green to its office in Sugar Land, Texas, near Houston. Green joins with 31 years of industry experience, $120 million in retail and institutional assets and $1.1 million in yearly fees and commissions. Earlier, he was with Raymond James.
“After much thought, I made the decision to join RBC Wealth Management because of the firm’s client-first, advisory friendly culture,” according to Green. “In addition, RBC has a strong leadership team and places an emphasis on taking a comprehensive approach to wealth management, which is important to my clients.”
“We are excited to welcome Chip to our Sugar Land branch,” said branch director Jeff Heberling, in a statement. “He is well-respected in the area and brings a wealth of experience and industry knowledge to the firm.”
In February, Sugar Land added Rama Gali, CFP, from UBS.
New RJ Affiliate
In mid-April, a team of financial advisors recently left UBS Financial Services to launch a new full-service independent wealth management firm in Dallas named Wealth Partners Alliance.
Led by founding partners John Saalfield and Rick Lima, along with team member Lindsay Heyman, the all‐advisor led start‐up was formed specifically with advisors in mind to leverage technology, resources, and strategic partnerships to deliver superior client experience and financial outcomes.
