Market Overview

Janney Deepens Presence in North Carolina with Addition of Veteran Advisor Team


Janney Montgomery Scott LLC (“Janney”), a leading regional full-service financial services firm, announced that it has hired David E. Grice, Executive Vice President/Wealth Management and Branch Manager, and expanded its presence in western North Carolina with the opening of a new branch office in Hendersonville and a satellite office in Asheville. Grice, who oversees more than $140 million in client assets, has formed the Grice Financial Group and is joined by his team members: Linda Weeks, account executive; Kim Surrett, branch operations assistant; Jaylee Blakeney, registered private client assistant; and Codruta Hategan-Drajan, private client assistant.

“David is a highly regarded advisor and a valued addition to the Janney team,” said Jerry Lombard, president of the firm's Private Client Group. “He has built a strong practice by focusing on and meeting the needs of his clients, and like the many top-tier advisors who find themselves migrating to Janney, he was attracted to our strong, stable reputation and client-centric philosophy, as well as our ability to provide the same resources as a larger shop, but with more accessible support.”

Grice, a 25-year industry veteran and a well-respected leader in the Southeast region, joins Janney from Merrill Lynch, where he served as Senior Vice President/Investments since 2008. He graduated from the University of South Carolina, earning his bachelor's degree in business, and is a former world cycling champion.

Lombard continued, “With the opening of five new offices in our Southeast region in the past year and senior hires such as David, we've remained focused on expanding within areas of our footprint that we believe makes most sense for our firm and for our clients. Looking forward, we will continue to identify additional opportunities for growth in this region, with top advisors of the same caliber.”

Janney's Hendersonville office is located at 514 Park Hill Court, Unit 200, Hendersonville, NC 28739. The Asheville office is located at 190 Broadway Street, Suite 204, Asheville, NC 28801. Both offices can be reached at (828) 694-6970 or toll free at (888) 230-1212.

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, we are committed to providing individuals, and families, advice through a wealth management approach. We focus on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help meet their unique financial goals. Janney is equally committed to providing our corporate and institutional clients objective advice for the successful execution of their unique business plans. We provide advice and service to clients through a network of professionals in branch offices located primarily along the entire east coast. Janney is an independently operated subsidiary of The Penn Mutual Life Insurance Company. We are a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, and the Securities Investor Protection Corporation.

Janney Montgomery Scott LLC
Melissa Thomas
Corporate Communications

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