Press Release

Aug 10, 2018

Employee Spotlight: Marge Perry, Janney’s 2018 Values Award Winner




In July, Marge Perry, Senior Registered PCA in Janney’s Ft. Lauderdale, Florida branch, was presented with the 2018 Janney Values Recognition Award. This is the sixth year that Janney awarded this honor to a team member who has made a positive impact on the firm.

Marge is a dedicated PCA, branch technology leader, on-boarding expert, and branch syndicate coordinator, who has proven herself as a deserving recipient. As a testament to her hard work and dedication to Janney and her branch, Marge has been nominated by her team for the Values Award every year since the program’s inception in 2013.

Marge started her career with Janney in 2005 as a Marketing Assistant and has steadily advanced to her current position as a Senior Registered PCA. Marge said, “I find my role very rewarding. I enjoy helping our clients manage their finances in a way that is helpful to them and their lives. To me, the most important part of my job is the relationships that I’ve built over the past 13 years. The clients trust me. As roles have changed or people have been out of the office, clients have relied on me.”

Marge joined Janney as part of a team of two Financial Advisors from Morgan Stanley. She has been appreciative of Janney’s culture and the support that she has received from day one. “Janney is great because it’s small enough of a firm that I know a lot of people and have an opportunity to talk to a variety of people on a daily basis. It’s also a big enough firm that we have the resources to manage high net worth clients and exceed their expectations,” said Marge.

In her 13-year tenure, Marge has witnessed her branch go through many changes and she is excited that it is growing. In the past year, the Ft. Lauderdale branch has recruited three new Financial Advisors, who have brought nearly $200 million in assets under management to the firm.

Marge was taken aback and shocked when her name was announced as the 2018 Values Award recipient at the Leaders Meeting held on July 26. Her branch manager asked her to travel to Janney’s corporate headquarters in Philadelphia for a Project Dynamite meeting, so she was happily surprised by the exciting turn of events!

She said, “It’s a great honor to receive the Values Award. It shows that Janney and my peers value me and the work that I do – and that’s really nice. I feel lucky to work for the Ft. Lauderdale branch. Our team works well together and it’s a true culture of support thanks to the leadership of our Branch Manager and Branch Operations Manager. Clients know that we are a team and all in it together, and I think that’s reassuring to them.”

Ft. Lauderdale Branch Manager, Michael O’Mara, praised Marge’s efforts and work to go the extra mile for the team and for clients. He said, “Marge elevates the branch and Janney with her actions. She is the harbinger of calm in any storm. Every day she makes people around her better and is the foundation on which this branch is built.”

Outside of Janney, Marge keeps busy by managing a women’s soccer team for the past six years. Her team, FC Surge, plays through The Women's Premier Soccer League (WPSL), an independent national league whose main focus is on the development of highly competitive premier women's soccer. Although Marge isn’t a soccer player, her three children have all played. Today, her daughter April (28), plays as part of Marge’s team. Last year, the team placed second in the regional championships for the south Florida region.

Congratulations, Marge for being named the 2018 Values Recognition Award! Thank you for all that you do for Janney and for keeping people at the center.

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