$328M Wells Fargo advisor jumps to Janney

Janney Montgomery Scott has expanded its footprint in northeast Florida with a veteran financial advisor from Wells Fargo Advisors.

On Tuesday, Janney announced it has welcomed of The Goldman Group, a team that includes financial advisor Rodger Goldman and account executive Steffy Kaiser, in Ponte Vedra.

The Goldman Group reported managing north of $328.5 million in assets at their former firm, with annual revenue exceeding $2 million.

“[T]he addition of a team with the caliber of The Goldman Group is a testament to Janney’s being a destination for advisors seeking an independent-minded firm with the resources of a large firm,” Tom Galvin, Janney’s complex manager in the Northern Florida market, said in a statement.

Goldman brings over three decades of experience in the investment sector, focusing on financial, retirement, and investment planning tailored to his clients’ long-term goals and risk tolerance. With a time-tested ability to navigate market fluctuations and geopolitical events, he takes a goals-based approach to structuring balanced portfolios for his clients.

Kaiser will support clients by maintaining high service and communication standards, handling trading, document processing, asset movement, account maintenance, and preparing financial plans.

“Rodger and Steffy bring significant wealth management experience and history of client service excellence to our team, and we’re excited to welcome them to Janney,” said branch office manager Thomas Conaghan. “We look forward to helping them grow their practice and provide the best possible service to their clients.”

Since January, Janney has brought on nine financial advisors and added more than $2 billion in assets.

The bulk of its recruitment drive so far in 2024 happened starting in April. That effort, which saw the firm reel in five advisors and almost $1.8 billion in assets over roughly two months, includes a former Baird team that managed a reported $535 million in North Carolina.