FUNDRAISING NEWS | May 29, 2024
Janney Montgomery Scott has announced the addition of The Goldman Group, based in Ponte Vedra, Florida, to its team. The group, joining from Wells Fargo Advisors, consists of Financial Advisor Rodger Goldman, and Account Executive Steffy Kaiser, Assistant Vice President.
Rodger Goldman, with over 30 years in the investment business, is dedicated to helping individuals meet their financial needs by developing financial, retirement, and investment plans tailored to clients' long-term goals and risk tolerance. He began his career with Lehman Brothers in New York in 1988 and moved his practice to Ponte Vedra Beach, Florida in 2009, serving clients in over 20 states. Rodger holds Series 7, 63, and 65 securities licenses.
Steffy Kaiser ensures excellent service and client communication within the practice, handling trading, document processing, asset movement, account maintenance, and financial plan preparation. She has been in the industry since 2009, starting her career with Morgan Stanley Smith Barney. She moved with her team to Wells Fargo Advisors in Clearwater, Florida, in 2010 and later relocated to Jacksonville. Steffy holds Series 7 and 66 registrations.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
