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.