SARGENT WEALTH MANAGEMENT - Key Persons
Job Titles:
- Associate
- Financial Advisor
Andrew serves as Financial Advisor Associate and is responsible for investment research and cross-functional service both internally and with our clients.
Prior to joining Janney, Andrew studied at the University of Delaware where he managed part of the University's Endowment fund as a member of the Blue Hen Investment Club. Andrew comes from a family with a passion for investment research and brings a similar passion and spirit to his work.
Job Titles:
- Associate Vice President / Wealth Management, Senior Account Executive
Christine has been working with Peter since 1999 and holds her Series 7 and Series 66 licenses and the Chartered Retirement Planning Counselor SM designation. In addition to these achievements, Christine passed the final CFP® exam which further shows her dedication to providing the team's clients with the highest level of expertise and support.
Christine handles all operational and administrative issues for the team while providing first-class service. She is undoubtedly viewed by Peter as an integral part of their business. He feels strongly that Christine's exceptional attitude, intelligence, work ethic and client focus account for a large portion of their team's success.
Christine and her husband, Scott, currently live in Levittown, PA with their two cats, Waffles and Whiskers.
Job Titles:
- Private Client Associate
- the Watson Wealth Management Group As Private Client Associate
- United Way Co - Chair
Donna joined The Watson Wealth Management Group as Private Client Associate in 2019 and has been working with Peter Sargent since the teams' merger in 2020. She began her career in the financial services industry at Geewax Terker & co in 1992. Prior to joining Janney, Donna spent 14 years at Glenmede, where she was an Equity Trader for the investment management and trust divisions.
Donna has served as a United Way co-chair, achieving the "Above and Beyond" award, co-hosted a "Buyside Breakfast Roundtable" for trading industry professionals, and was a panel participant at Trader Forum in 2018. She has also served as a longtime member of ITAP (Investment Trading Association of Philadelphia) and a recent member of WIN (Women in Investing Network of Philadelphia).
Donna and her husband, Marc, live in Winslow Township and cherish their time with daughter Sabrina and "son-in-love" James. They are blessed with a wonderful family and many friends, love to travel and serve in their church. Donna also serves as a Women's Proverbs group leader.
Ghazal joined The Watson Wealth Management Group in 2015 and has been working with Peter Sargent since the teams' merger in 2020. She earned her Bachelor of Science in Mathematics with a minor in Business from Rowan University. As the team's Account Executive, her focus is providing wealth management services. This includes financial planning, portfolio recommendations and research, education planning and retirement income planning, along with tax and estate planning. She works in conjunction with client's tax and legal advisors.
She obtained her designation as a CERTIFIED FINANCIAL PLANNER™ professional in 2018 after having met extensive education and professional standards. Ghazal holds her FINRA Series 7 and Series 66 Licenses. Prior to Janney, she served as a Customer Service Supervisor at TD Bank.
Ghazal and her husband Kenneth live in Cinnaminson, New Jersey with their son, Everett. She enjoys spending quality time with her family and friends. Ghazal and Ken enjoy traveling and visiting national parks together.
Jeremy has over 21 years of experience in the financial services industry. Originally with Morgan Stanley, he joined Janney in 2009. As a member of the team, Jeremy advises clients on solutions to meet long-term investment and retirement income needs, balancing their unique goals with additional market and planning matters and expectations. His experience allows him to provide consistent, high-quality advice as he guides our individual, family and institutional clients towards their financial objectives.
A native of New Jersey, Jeremy attended East Carolina University and graduated with a BSBA in Finance with a concentration in Business Administration. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the designations of Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC).
Jeremy and his wife, Amy, live in Holly Springs, NC with their labradoodle, Millie. He enjoys playing tennis, golf, and traveling with friends and family.
Job Titles:
- Executive Vice President / Wealth Management, Financial Advisor
Peter has 30 years of industry experience and holds both the CFA designation and CFP® certificate, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He uses this exceptional background to help serve the needs of a small group of wealthy families and small to medium sized foundations and institutions. His client base is an eclectic mix of people that include hedge fund principals, current or former presidents or CEO's of public companies, a number of founders of privately held corporations and several non-profit institutions.
Peter has been featured on several national broadcasts as a spokesperson discussing a variety of financial topics. In addition, Peter was featured in On Wall Street magazine's "Top 40 Advisors Under 40", was selected to the annual Barron's "Top Advisers" in 2009, 2010, 2012, and 2017 - present, named in the Financial Times "Top 400 Financial Advisors" list in 2017 and 2018, and has made the "Best-in-State Wealth Advisor" list by Forbes from 2018 - present.
He serves as Chairman Emeritus of Janney's Financial Advisor Council, is a member of the New York Society of Security Analysts, a member of the University of Delaware Financial Planning and Wealth Management Advisory Board. He is a former Board Member of the Alumni Association at the University of Delaware's Business School.
Peter and his wife, Amy, reside in Upper Makefield, PA with their four children. Peter also enjoys playing golf and spending quality time with his family.
Job Titles:
- Registered Private Client Associate
Regan joined the Sargent Wealth Management team in 2023 as a Registered Private Client Associate. She brings extensive knowledge and experience from being in the industry since 1992, working at some of the top wealth management firms. Her passion is her relationship with the clients and providing exceptional customer service.
She graduated with a bachelor's degree in Finance from Rutgers University. Regan and her husband, Ed, have two children, Lauren and Colin. Lauren attends Fordham at Lincoln Center and Colin is currently a junior at North Penn High School. In her free time Regan's priorities are spending time with her family, volunteering at her son's sporting events, and fishing in Sea Isle City. She resides in Upper Gwynedd, PA.
Congratulations to Ryan Hamilton for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Ryan represents the best of our industry.
Ryan graduated with honors from Vanderbilt University with degrees in both Economics and Corporate Strategy, while also serving as a four-year starter at free safety, and captain of the football team. After pursuing a career in professional football, Ryan began working in the wealth management industry, which then led him to begin his career as a financial advisor at Merrill Lynch. He joined Janney in August of 2014.
Ryan was featured in Forbes Magazine for America's "Top Next Generation Wealth Advisors" as a rising star in the industry in 2017 & 2018. In 2019 & 2022 he was featured in Forbes Magazine as the "Next-Generation Best-in-State" wealth advisor in Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Retirement Income Specialist.
Ryan and his wife, Laura, live in Holland, PA with their two daughters, Ella & Mia. He also enjoys playing golf and other competitive sports, as well as giving back to his community.
Salvatore serves as Private Client Associate in the team's Raleigh, North Carolina office.
Job Titles:
- Registered Private Client Associate
Sean joined the Sargent Wealth Management Group in 2018 as an intern in the Yardley and Raleigh offices. He currently serves the team as a Registered Private Client Associate with a focus on financial planning. Sean has his Series 7 and Series 66 licenses as well as the Pennsylvania Life and Health Insurance Licenses. He is also in the process of obtaining his CERTIFIED FINANCIAL PLANNER™ professional designation.
Sean attended the University of Richmond, graduating with a bachelor's degree in Business Administration with a Finance concentration.
Currently, Sean lives in Princeton and enjoys spending time with his family and friends - ideally at the Jersey Shore.
Job Titles:
- Vice President / Wealth Management, Financial Advisor
Tyler graduated from the University of Pennsylvania with a Bachelor of Science in Communications and Commerce in 2014. While attending Penn, he was a member of the football team where he played both quarterback and safety.
Tyler spent the first nine years of his career advising high net worth families and business owners at a boutique wealth management firm. He joined Janney in 2023 and continues to specialize in catering to the unique needs of his clients which consists of business owners and high-income professionals. Tyler is a Certified Financial Planner™ and holds the Chartered Life Underwriter (CLU) designation from the American College of Financial Services.
Tyler and his wife, Jessica, live in Jamison, PA with their son, James. Tyler and his family are actively involved in their community through a number of organizations.