Janney Montgomery Scott, the privately owned, independent subsidiary of Penn Mutual, has announced significant enhancements to its network with the addition of two seasoned financial advisors.
The expansion includes the establishment of a new office in Bethesda, Maryland, and the inclusion of The McCollum Group in Charlotte, North Carolina.
In North Carolina, The McCollum Group, which formerly managed $535 million in assets at Baird, has transitioned to Janney. The group is led by W. Travis McCollum, who brings nearly three decades of experience in wealth management.
"We’re excited to continue the growth of our Charlotte office with the addition of The McCollum Group. Travis is a well-respected advisor and a valuable addition to the Janney team," said Tim Jones, director of Janney’s North Carolina complex.
“Over the last several years we have added 12 advisors in the Charlotte Complex who desire the autonomy to serve their clients with resources that Janney provides,” Jones said.
With a history in the industry that includes time at Wachovia Securities with Wells Fargo Advisors, Travis McCollum is noted for his client-centered approach to financial advising and has been recognized by Forbes as a Best-in-State Wealth Advisor.
Meanwhile, Janney’s strategic expansion in the Washington, D.C. metro region saw the opening of a new office in Bethesda, Maryland.
The office will be home to Martha Busser, a former managing director at Wells Fargo Advisors, who oversees $138 million in assets. Busser, a veteran with over 25 years of experience in financial advising, takes a comprehensive approach to wealth management.
“We’re thrilled to open a new office in Bethesda as we expand our presence and team in the region," said Bob Steinke, regional director. “Martha is an excellent addition to our team, and we’re proud to welcome her to Janney.”
Mark Stull, Janney’s D.C. complex manager, lauded Busser’s “stellar reputation for providing comprehensive wealth management advice.
“Martha’s addition further demonstrates that Janney continues to be an attractive destination for advisors seeking the support of a large firm with the independence only a boutique firm can provide,” Stull said.
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