Janney Montgomery Scott has added five financial advisors with a total of close to $375 million in client assets. They come on board from Morgan Stanley, Wells Fargo and Raymond James.
Jimmy Hare joined Janney’s Goldsboro, North Carolina, branch office from Wells Fargo, where he worked with $124.5 million in assets.
Abraham Horowitz made the move to Janney in Miami from Morgan Stanley, where he managed $106 million
Seger Wealth Management led by Thomas Seger is now with Janney in Newtown, Pennsylvania. He was formerly associated with Raymond James and has overseen $69 million.
Daniel Fisher joined the firm and set up May Fisher Wealth Management with existing Janney advisor Jeramy May. The new team is located in Columbus; earlier Fisher was with Wells Fargo, where he worked with $52 million.
Sheryl Oswald moved to Janney in Lancaster, Pennsylvania, from Morgan Stanley and oversees $23 million.
Recruiting at Raymond James
For its part, Raymond James’ independent channel welcomed a team in Dallas from Northwestern Mutual with four advisors and $640 million. The advisors making the move are Chris Messick,CFP; David Peacock; Alex Taylor, CFP; and Matt Sibley, CFP.
The group does business as Messick Peacock & Associates. The advisors are joined by Chief Operating Officer Lynda Roman, Marketing Manager Whitney Goellner, Senior Client Services Manager Caleb Lamb, Client Services Manager Marlon Medrano and Executive Assistant Marsha Hale.
“After conducting our extensive due diligence process, we realized that Raymond James was the perfect fit for us,” said Messick, in a statement.