Janney Montgomery Scott, a Pennsylvania-based wealth management firm, has set up its first Michigan branch office in Battle Creek.
The new office will be headed by the Buikema, Oursler, Morse Financial Team, which comprises Matthew Buikema, Michael Oursler, and Travis Morse.
The team has a combined experience of 110 years in the industry and was previously affiliated with Raymond James.
“We decided to make the move to Janney because it proved to be the firm that aligned best with our needs and the needs of our clients. We take pride in serving the people and organisations across Battle Creek. I’m proud to be joining a firm that’s committed to providing my team with technology and tools that will enhance the way we serve our clients,” Buikema noted.
Janney president of private client group Jerry Lombard said: “We are very proud to open our first office in Michigan, especially with such a well-respected and experienced group like The Buikema, Oursler, Morse Financial Team. This is an important day for Janney, as our expansion into Michigan reflects Janney’s continued commitment to further growth in this region and growing appeal to talented advisor teams.”