Press Release

Nov 6, 2017

Janney Adds Seven Advisors Managing Over $400 Million




PHILADELPHIA, PA – November 6, 2017 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, Pa., today announced the hiring of seven advisors. The advisors join Janney with combined client assets under advisement of over $400 million and production of over $3.3 million.

“We are proud to welcome these highly accomplished advisors to our branch offices in Melville, NY, Williamsport, PA, Greenville, DE and Fort Lauderdale, FL,” said Jerome F. Lombard, Jr., President, Janney Private Client Group. “These additions are a testament to Janney’s successful year of growth in locations spanning the entire east coast. We are grateful that Janney’s entrepreneurial business practice, boutique culture, and reputation of putting clients first has resonated with so many top-notch advisors.”

The new advisors include:
  • Matthew J. Cramer, First Vice President/Wealth Management, Williamsport, PA – formerly of Merrill Lynch 
  • Edward J. Duffy, Jr., First Vice President/Wealth Management, Greenville, DE – formerly of Morgan Stanley 
  • Colleen MacKenzie-Doino, Senior Vice President/Wealth Management, Melville, NY – formerly of Morgan Stanley 
  • Tory Ricker, Vice President/Investments, Fort Lauderdale, FL – formerly of Morgan Stanley 
  • Daniel D. Tidwell, Senior Vice President/Wealth Management, Greenville, DE – formerly of Morgan Stanley 
  • Jeffrey D. Tidwell, Financial Advisor, Greenville, DE – formerly of Morgan Stanley 
  • Nicholas E. Shevland, Financial Advisor, Greenville, DE – formerly of Morgan Stanley 

About Janney Montgomery Scott

Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity, and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com.

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