Janney nabs three wirehouse teams managing almost $1.4B

Janney nabs three wirehouse teams managing almost $1.4B
Four reps from Merrill Lynch join Janney, along with six advisers in two groups from Wells Fargo.
JUL 20, 2021

Ten advisers in teams managing nearly $1.4 billion have joined Janney Montgomery Scott from two wirehouses.

A team of four advisers — George MacKenzie, Paul LoFurno, Robert Cappelli and David Grahn, who managed more than $560 million at Wells Fargo — joined Janney in Philadelphia. They join with Jeanne Willits, their client associates.

The Butera Jordan Bender Hendricks Group, a four-person team managing $575 million at Merrill Lynch, joined Janney in Kingston, Pennsylvania. The team consists of Peter Butera, Steven Jordan, Brad Bender and Mandie Hendricks, as well as associates Marcyanna Horvath and Tracy Smithnosky.

In Ponte Vedra, Florida, the Graves Tidwell Wealth Advisory Group, which managed more than $250 million at Wells Fargo, joined Janney. The group consists of advisers Michael Graves and Jeffrey Tidwell, and their senior associates, Linda Wall and Dawn Bloom.

Latest News

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

Trump vows to 'be nice' to China, slash tariffs
Trump vows to 'be nice' to China, slash tariffs

A trade deal would mean significant cut in tariffs but 'it wont be zero'.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.