Bringing you live news and features since 2006 

Janney adds five Connecticut advisers from Merrill Lynch


Janney Montgomery Scott, a wealth management, financial services and investment banking firm, has added Seaport Wealth Management, a team of financial advisers with 100 years of combined career experience.

Seaport Wealth Management will operate out of the newly opened Mystic, CT office and Janney’s current West Hartford, CT office.
Seaport Wealth Management, formerly affiliated with Merrill Lynch, has more than USD800 million in assets under management from nearly 900 households.
Team members include Ken Griffen and Paul F Vaida, senior vice presidents/wealth management, Royden A Grimm and Barry J Saluk, both first vice presidents/wealth management, and Jared W Bloxsom, vice president/wealth management. Additionally, four paraplanners and administrative professionals will be accompanying the advisory team to Janney.
“We are extremely proud of our firm’s history on Wall Street and the type of firm we’ve built for the future. Our size, stability, agility to adapt, and responsiveness to client needs combined with unprecedented home office support for our advisors’ businesses, we've become a destination for advisory teams who want to succeed in a boutique, regional environment,” says Jerry Lombard, president, private client group at Janney. “We're excited to welcome the Seaport team and look forward to working together with them to help them deliver superior financial advice to their clients and continue their commitment in their community."
The team at Seaport caters to investors that span geography and generations.
“For the past few years, my colleagues and I have been searching for ways to turn our business into something that we would proudly call ‘world class.’ As we searched, it became evident that we needed to make a significant change. From there, we considered our options as a potential destination. The firm that aligned best with our needs – and the needs of our clients – was Janney,” says Paul Vaida, senior vice president and wealth manager. “We’ve joined a firm that seeks to offer clients the same things we do: best in breed planning, guidance, investments, and service as they continue on their journey toward retirement.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by