Janney Montgomery Scott has recruited an all-women advisory team managing $335 million of assets near Philadelphia. The group, which used to be part of Morgan Stanley, also will have a presence in the Delaware office.
The Dupre Keating Group is led by advisors Dawn Dupre and Megan Keating and includes advisors Mary Anne Perrone and Sarah Smith, a certified financial planner, as well as client associate Kathleen Fisher.
“As we continue to foster a culture focused on our clients and values, this experienced and progressive team will further enhance those efforts,” said Jerry Lombard, president of the Janney’s Private Client Group, in a statement.
Last year, Janney added 44 veteran financial advisors with some $3.4 billion in assets to its Private Client Group. Many came to the firm from three wirehouses: Wells Fargo (16), Merrill Lynch (11) and Morgan Stanley (5).
The firm’s PCG had $97.5 billion in client assets under advisement as of late 2019.
New Team’s Experience
Dupre has about 24 years in the advisory business and spent the past six at Morgan Stanley, according to FINRA BrokerCheck. Keating cut her teeth at Merrill Lynch, starting in 2001, and was with Morgan Stanley for a decade. Perrone has 33 years of industry experience, while Smith has five.
Prior to her work as an advisor, Dupre served as an executive vice president of Citizens Financial Group and as president of CCO Investment Services, its full-service brokerage and investment advisor unit.
Both Dupre and Keating completed the College for Financial Planning’s Accredited Domestic Partnership Advisor program. Keeting also holds the Chartered Retirement Planning Counselor designation.
“High-touch personal relationships with clients are at the center of our business,” Dupre said in a statement. “Janney’s client-driven, people-first, and inclusive philosophy aligns seamlessly with our team.”
— Check out Janney Added 32 Advisors From Wells Fargo, Merrill and Morgan Stanley in 2019 on ThinkAdvisor.