RALEIGH, N.C.--(BUSINESS WIRE)--Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced that 20-year industry veteran John Kline has joined Janney’s Raleigh, N.C. office as Executive Vice President/Wealth Management. Kline, who oversees $180 million in client assets, will be joined by Account Executive Joshua Brien, and Registered Private Client Assistant Nicole Apen, to form the Kline Wealth Management Group of Janney Montgomery Scott.
“John’s long and accomplished career is proof of his commitment to exceeding the expectations of his clients”
“John’s long and accomplished career is proof of his commitment to exceeding the expectations of his clients,” said Jerry Lombard, president of the firm’s Private Client Group. “With the wealth of knowledge and experience he brings to our Raleigh office, unquestionably, he is a tremendous addition to the Janney team and to our Southeast region—a region which we believe continues to present a significant opportunity for growth.”
Kline joins Janney most recently from UBS, where he spent the past eight years. Prior to UBS, he was with Smith Barney, which is where he began his career in 1993. In 2009, Kline was recognized as a Barron’s Top 1,000 Financial Advisor nationally. He also was named a Top Wealth Manager by the National Association of Board Certified Advisory Practices (NABCAP) in 2012. A graduate of Ithaca College, Kline minored in finance and earned a B.S. in business management.
Lombard continued, “John’s hiring is yet another example that quality advisors continue to look to Janney as a top destination in the industry, and a great alternative to many larger firms. In 2012, Janney added 33 top-tier advisors, and we anticipate welcoming many new advisors of a similar caliber as we look forward to 2013.”
The Raleigh office, led by Branch Manager Carroll Allen, is located at 4140 Parklake Ave, Glenlake One, Ste. 300, Raleigh, N.C. 27612 and can be reached at (919) 789-3091.
About Janney Montgomery Scott LLC
Established in 1832, Janney Montgomery Scott LLC provides comprehensive financial advice and superior service to individual, corporate and institutional investors. A full-service, financial services firm, Janney is committed to providing our clients advice through a wealth management approach by focusing on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help meet their financial goals. Janney is equally committed to providing our corporate and institutional clients objective advice for the successful execution of their unique business plans. Janney provides advice and service to clients through a network of professionals in branch offices located along the entire east coast. Janney is an independently operated subsidiary of The Penn Mutual Life Insurance Company, one of the largest mutual insurance companies in the nation, and is a member of the New York Stock Exchange, Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.