Janney lands $445 million team from Wells Fargo Advisors

Janney lands $445 million team from Wells Fargo Advisors
The five professionals will join Janney in its offices in Connecticut and New York.
SEP 04, 2018

Janney Montgomery Scott has landed five industry professionals previously affiliated with Wells Fargo Advisors. Together, they managed more than $445 million in client assets. Glenn Ratcliffe has joined the Fairfield office in Connecticut as first vice president of investments and assistant complex manager, according to the press release. He has more than 30 years of experience and has more than $150 million in client assets under advisement. In the Syracuse branch in New York, Samuel Sammarco has joined as senior vice president of wealth management, and William Moore and William Nice have joined as vice presidents of wealth management. Together, they have nearly $300 million in client assets under advisement. Lorrie Frawley has also joined the Syracuse office as senior register private client associate.

Latest News

Trump account confusion is widespread among parents — and advisors have an opening
Trump account confusion is widespread among parents — and advisors have an opening

Only 7% of U.S. parents are "very confident" they understand how the Trump accounts work, says Omni Calculator

Receiver sues to recover alleged Traders Domain Ponzi profits
Receiver sues to recover alleged Traders Domain Ponzi profits

One transfer alone came to $5.6m, and the receiver says none of it was real profit.

SEC accuses S2A Modular founders of alleged $65 million investor fraud
SEC accuses S2A Modular founders of alleged $65 million investor fraud

Investors chose which factory to fund - the SEC says the money went elsewhere.

Ameriprise gets narrow relief from FINRA panel in latest recruiting dispute with LPL
Ameriprise gets narrow relief from FINRA panel in latest recruiting dispute with LPL

Ameriprise and LPL Financial for the past few years have engaged in a financial advice trade war.

Am I stuck? Rethinking career mobility at every stage
Am I stuck? Rethinking career mobility at every stage

Why advisors at every stage may have more leverage, flexibility, and strategic options than they realize.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income