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Janney adds three advisers in June managing over USD250m

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Janney Montgomery Scott has added three financial advisers to the firm’s team, who between them manage combined client assets under management in excess of USD250 million with average production of USD816,000.

In addition, two account executives and one private client assistant have joined the firm.
 
Ann Marie Brancato, first vice president/wealth management, joined the firm on 20 June 2016 in Janney’s Red Bank, NJ office. She was previously affiliated with RBC Wealth Management.
 
Christopher P Goles, first vice president/wealth management, and the Courtyard Financial Partners team, joined the firm on 23 June 2016, in Janney’s Baltimore, MD office. They were previously affiliated with Wells Fargo Advisors.
 
Kenneth F Sarpu, senior vice president/investments, and the Sarpu Cardinal Wealth Management Group team, joined the firm on 16 June 2016, in Janney’s Glastonbury, CT office. They were previously affiliated with Wells Fargo Advisors.
 
“Ann Marie, Chris, and Ken and their teams are highly regarded in their communities and valued additions to the Janney team,” says Jerry Lombard, president of the firm’s private client group. “We’re pleased that these advisors see Janney as the best firm for their clients, to grow their businesses and we’re confident that the support they will receive from our home office will help their clients achieve their financial goals.”
 
Janney has welcomed a total of 23 financial advisers to the firm in 2016. Sarpu is also the sixth USD1M producer to join Janney in 2016.

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