Charlotte, North Carolina, December 11, 2025
Janney Montgomery Scott LLC has announced the expansion of its operations in Charlotte, North Carolina, with the addition of financial advisors Albert Grenert and Michael Smith. Together, they bring over 50 years of experience and nearly $500 million in client assets. The firm plans to open a branch in Rock Hill, South Carolina, in mid-2026, reaffirming its commitment to providing tailored financial solutions and fostering local economic growth.
Financial Advisors Bring Experience to Charlotte and Rock Hill
Janney Montgomery Scott Expands with Veteran Team
Charlotte, North Carolina – In a strategic move for growth in the southeastern United States, Janney Montgomery Scott LLC has welcomed two notable financial advisors to its Charlotte office. Albert Grenert and Michael Smith, who collectively bring over 50 years of experience and nearly $500 million in client assets under management, are set to enhance Janney’s capability to serve local clients. Joining them is Tonya McMahon, who will take on the role of Branch Operations Assistant, further solidifying the team’s presence.
Both Grenert and Smith exemplify the resilience and expertise inherent in the financial services industry. Their arrival not only strengthens Janney’s commitment to providing tailored financial solutions but also reflects the local entrepreneurial spirit that drives economic growth in Rock Hill and the surrounding areas.
Professional Backgrounds of New Advisors
Albert Grenert comes to Janney with a robust 33 years of experience in financial services focused on retirement and estate planning. As a United States Army veteran, he brings a disciplined approach to financial advising. Grenert’s educational foundation includes studies in business at both New Hampshire Technical Institute and Southern New Hampshire University.
Michael Smith, with nearly 20 years in the industry, specializes in comprehensive financial planning and holds the CERTIFIED FINANCIAL PLANNER® designation. He graduated from Virginia Tech, demonstrating a commitment to the highest standards in financial ethics and practices.
Expanding Horizons: Strategic Plans for Rock Hill
Janney’s trajectory includes plans for a new branch that will open in Rock Hill, South Carolina, in mid-2026. This expansion reflects the firm’s ongoing efforts to tap into key markets in the Southeast, where they have successfully recruited over 81 financial advisors since 2012. The forthcoming Rock Hill location will serve as a local hub, allowing residents to access professional financial services and tailored advice right in their hometown, further fostering the local economy.
Continuity in Growth Amid Regional Development
The expansion of Janney Montgomery Scott in the Southeast is notable, as the firm continues to experience significant growth and success in attracting seasoned advisors. By reinforcing its team with professionals who have established reputations, Janney is poised to maintain its trajectory of excellence and personalized service—a critical component in fostering lasting client relationships.
About Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is recognized as a leading full-service wealth management and investment banking firm. The company focuses on delivering customized financial advice to individuals, families, businesses, and institutions, built on a foundation of strong, trustworthy relationships.
Conclusion: Looking to the Future of Economic Integrity
With the addition of Grenert and Smith, Janney Montgomery Scott is set to increase its influence in financial services in the Charlotte and Rock Hill areas. Their experience and local focus underscore a positive trend for entrepreneurial growth in South Carolina’s economy. Residents are encouraged to support this burgeoning local service and engage with established professionals to help secure their financial future.
Frequently Asked Questions (FAQ)
Who are the new financial advisors joining Janney in Charlotte?
Albert Grenert and Michael Smith, with over 50 years of combined experience and nearly $500 million in client assets under management, are joining Janney’s Charlotte office.
What are their professional backgrounds?
Albert Grenert has 33 years in the financial services industry, specializing in retirement and estate planning. Michael Smith has nearly 20 years of experience, focusing on comprehensive financial planning.
When will the new Rock Hill, South Carolina branch open?
The new branch in Rock Hill, South Carolina, is set to open in mid-2026.
How many advisors has Janney added in the Southeast since 2012?
Over 81 advisors have joined Janney in the Southeast since 2012.
What is Janney Montgomery Scott LLC?
Janney is a leading full-service wealth management and investment banking firm dedicated to providing tailored financial advice to individuals, families, businesses, and institutions.
Key Features of the Announcement
| Feature | Details |
|---|---|
| New Advisors | Albert Grenert and Michael Smith |
| Combined Experience | Over 50 years |
| Assets Under Management | Nearly $500 million |
| Branch Operations Assistant | Tonya McMahon |
| Initial Office Location | Charlotte, North Carolina |
| Future Branch Location | Rock Hill, South Carolina (Opening mid-2026) |
| Janney’s Southeast Expansion | Over 81 advisors joined since 2012 |
| Janney’s Services | Full-service wealth management and investment banking |
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Author: STAFF HERE ROCK HILL
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