What You Need to Know
- The advisors work with a total of $2 billion of assets under advisement and joined from Merrill, Morgan Stanley, UBS and Wells Fargo.
- In 2020, Janney recruited 43 advisors with more than $4 billion in assets.
- The firm recently opened new offices near Atlanta and in Richmond, Virginia.
Wealth manager Janney Montgomery Scott recruited 12 wirehouse financial advisors with over $2 billion of client assets in the first quarter of 2021.
The additions from Merrill Lynch, Morgan Stanley, Wells Fargo and UBS come on the heels of Janney’s recruitment of 43 advisors with more than $4 billion in assets in 2020.
“We are pleased to add talented and experienced financial advisors to our firm and look forward to continuing our successful recruiting pace throughout this year,” said Jerry Lombard, president of the firm’s Private Client Group, in a statement.