Press Release

Sep 5, 2019

Janney Opens New Branch Office in South Carolina with the Additions of Waingart Wealth Advisors and Luke Capital Management


PHILADELPHIA – September 5, 2019 – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, today announced the opening of a new branch office in Greenville, South Carolina that coincides with the additions of Waingart Wealth Advisors and Luke Capital Management, two teams formerly affiliated with Raymond James.

Waingart Wealth Advisors is a four-person team led by Edwin Waingart, Executive Vice President/Investments. He is joined by George Koutsioukis, Julie Gawel, and Christina Latham.

Luke Capital Management is led by 28-year veteran David Luke who joins Janney as Senior Vice President/Wealth Management. He is accompanied by Cabrini Harnage and Charlotte Stillwell.

“Edwin and David lead two experienced and highly regarded teams with a comprehensive approach to helping clients with their wealth management needs. Their teams have worked in the same office for the last 14 years, which will help foster an environment for future growth,” said Andy Kistler, Southeast Regional Manager. “The opening of a new branch office supports their clients and continues our expansion in the Carolinas as financial advisors look to join Janney’s boutique and client-focused culture.”

The Greenville office is Janney’s fifth in the state, and the fourth office the firm has opened in the Carolinas since 2017.

About Waingart Wealth Advisors:

Edwin Waingart, Executive Vice President/Investments.
Mr. Waingart handles all facets of a client’s financial life, helping clients pursue their financial objectives while striving to minimize market concerns. He has earned the Certified Investment Management Analyst® and a Certified Financial Planner™ advanced designations. His previous experience includes management positions at companies such as Fluor Corporation, PL Industries, and Digital Equipment Corp. He holds a Bachelor of Science in management from the State University of New York at Buffalo.

George Koutsioukis, Account Executive.
Mr. Koutsioukis works with clients to meet their retirement goals, and provides technical, fundamental, and quantitative investment analysis. He earned a Bachelor of Science in accounting from the University of South Carolina.

Julie Gawel, Senior Registered Private Client Associate.
Ms. Gawel manages all client events and coordinates estate planning meetings with attorneys and tax accountants as well as creating the financial plans. She is also responsible for the team website, social media, and for calling clients on relevant topics. Ms. Gawel joined the team in 2006 after working as a marketing specialist at Fluor Corporation for ten years.

Christina Latham, Registered Private Client Associate.
Ms. Latham is the team administrator with a focus on the daily needs of clients including issuing checks, establishing new account paperwork and all other required documentation. Prior to joining the team, she was the office manager of a startup company. Ms. Latham has her Series 7 and attended Sacramento State University.

About Luke Capital Management:
David Luke, Senior Vice President/Wealth Management.
Mr. Luke provides investment management expertise along with financial and estate planning for individuals and families. With his accounting and financial planning background, Mr. Luke has constantly kept risk management as the major principle of the advice and services he delivers to his clients. He graduated with honors from Wofford College with a Bachelor of Arts degree in Accounting, and began his career in the financial industry as a CPA with KPMG where he specialized in retirement and estate planning.

Cabrini Harnage, Private Client Associate.
Ms. Harnage works to create and deliver a great client experience while ensuring operational excellence. Her focus is to manage the daily needs of clients including issuing checks, establishing new account paperwork, and coordinating all other documentation. Ms. Harnage started her career in financial services in 1998 at Morgan Stanley.

Charlotte Stillwell, Registered Private Client Associate.
Ms. Stillwell’s responsibilities include product and market research; model portfolio construction, analysis, and maintenance; and client outreach and engagement. She is a graduate of the University of South Carolina, where she earned a Bachelor of Arts degree in English. She also earned a Masters in Secondary Guidance and Counseling from Clemson University.

The office is located at 51 Pointe Circle, Greenville, SC 29615. 

About Janney Montgomery Scott LLC 
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, New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.

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