PHILADELPHIA--(BUSINESS WIRE)-- Janney Montgomery Scott LLC (“Janney”), a leading regional full‐service financial services firm, today announced the appointment of Andrew M. Kistler, III as Senior Vice President and Regional Manager of Janney’s Southeast region. The firm also announced the addition of The Palmetto Advisory Group, working from Janney’s Columbia and Hilton Head branches in South Carolina.
“During the past several years, despite the challenging operating environment in the financial services industry, Janney has demonstrated the ability to be agile and take advantage of the right opportunities to advance our strategic plan,” said Jerry Lombard, president of the firm’s Private Client Group. “The addition of Andrew and expansion in our Southeast region, along with the addition of The Palmetto Advisory Group, demonstrates how we are concentrating our efforts within existing markets that we believe present an opportunity for growth.”
Kistler, a well‐respected leader in the Southeast region, joins Janney from Stifel Nicolaus, where he served since 2009 as Senior Vice President/Southeast Regional Director. Prior to Stifel, he spent time as Eastern Divisional Director at H&R Block Financial Advisors, and nearly 20 years with The Robinson‐Humphrey Company/Smith Barney. Kistler earned his degree in business administration from The University of North Carolina.
"Having been in the business for almost 30 years as an advisor, branch manager and regional director, I’ve learned a thing or two about what matters most when it comes to being successful. Most importantly, is an unwavering focus on serving the needs of the client and advisor—and Janney shares this value,” explained Kistler. “With stability and independence that allows the firm to keep a long‐term perspective and clear focus on expansion, it became clear that the decision to begin the next chapter of my career here was the right decision.”
In his new role, Kistler will be tasked with leading the continued expansion of the firm’s presence in the Southeast. In March, Janney opened an office in Aiken, South Carolina, with plans for continued growth within its Southeast regional footprint, which includes offices in Atlanta, Charlotte, Spartanburg and Raleigh, in addition to its locations in Columbia and Hilton Head.
The newest addition to the Columbia and Hilton Head offices is The Palmetto Advisory Group. With approximately $220 million in client assets, the team will be led by E.H. “Chip” Stanley Jr., Senior Vice President/Wealth Management, and Geddings H. Crawford Jr., Senior Vice President/Wealth Management. The additional members of the team include: Linda S. Fraser, Vice President/Wealth Management; Geoffery K. Forsyth, Financial Advisor; Carolee W. McKeown, Senior Registered Private Client Assistant; and Henry Batts, Private Client Assistant.
Janney’s Columbia office is located at 1441 Main Street, Suite 700, Columbia, SC 29201, and can be reached at 877.239.5138. The Hilton Head office is located at 2 Park Lane, Suite 203, Columbia, SC 29928, and can be reached at 866.909.4601.
About Janney Montgomery Scott LLC:
Established in 1832, Janney Montgomery Scott LLC provides comprehensive financial advice and superior service to individual, corporate and institutional investors. A full‐service, financial services firm, Janney is committed to providing our clients advice through a wealth management approach by focusing on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help meet their financial goals. Janney is equally committed to providing our corporate and institutional clients objective advice for the successful execution of their unique business plans. Janney provides advice and service to clients through a network of professionals in branch offices located along the entire east coast. Janney is an independently operated subsidiary of The Penn Mutual Life Insurance Company, one of the largest mutual insurance companies in the nation, and is a member of the New York Stock Exchange, Financial Industry Regulatory Authority and Securities Investor Protection Corporation.
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Melissa Thomas
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Source: Janney Montgomery Scott LLC