Janney Opens Houston Office with Experienced Advisors

PHILADELPHIA, Oct. 16, 2026 /CourierPR/ -- Janney Montgomery Scott LLC has expanded its presence in Texas with the opening of a new office in Houston and the addition of four Financial Advisors collectively managing nearly $3.5 billion in client assets. The new office brings together an experienced group of wealth management professionals, including the Edwards Fitzpatrick Group, led by Financial Advisors Sean Fitzpatrick, Managing Director/Investments, and James “Jim” Edwards, Managing Director/Investments. The group also includes Financial Advisor Lance Murphy, Senior Vice President/Wealth Management, and Financial Advisor Christin Simon, Vice President/Investments. Joining Sean and Jim as part of the Edwards Fitzpatrick Group are Financial Advisor Allison Spinelli, Senior Registered Private Client Associate. The advisors were previously affiliated with Raymond James.

The new office in Houston builds on Janney’s growing presence in Texas. The firm entered the state in 2025 with the opening of its Dallas office and the addition of West Haven Private Wealth. Janney has continued investing in Texas as a priority market for advisor recruiting and long-term growth, with opportunities to expand in Houston and other markets across the state.

The new office in Houston brings together an experienced group of wealth management professionals, including the Edwards Fitzpatrick Group, led by Financial Advisors Sean Fitzpatrick, Managing Director/Investments, and James “Jim” Edwards, Managing Director/Investments. The group also includes Financial Advisor Lance Murphy, Senior Vice President/Wealth Management, and Financial Advisor Christin Simon, Vice President/Investments. Joining Sean and Jim as part of the Edwards Fitzpatrick Group are Financial Advisor Allison Spinelli, Senior Registered Private Client Associate. The advisors were previously affiliated with Raymond James.

Sean Fitzpatrick, Managing Director/Investments, has more than two decades of financial services experience and focuses on strategic financial planning and comprehensive wealth management designed around clients’ long-term financial goals. A Houston native, he began his career with Raymond James in 2002 and earned his degree from DePaul University’s College of Commerce. He holds the Wealth Management SpecialistTM designation and has been recognized by Forbes as a Best-in-State Wealth Advisor and by Barron’s among its Top 1,200 Financial Advisors. During his tenure at Raymond James, he qualified for the firm’s Chairman’s Council, was recognized as a Global Top 50 advisor, and served on the Raymond James & Associates Executive Council.

James “Jim” Edwards, Managing Director/Investments, has more than 30 years of financial services experience and focuses on helping clients build and preserve wealth through strategic asset management and proactive investment planning. His experience spans traditional and alternative investments and the development of customized strategies for clients with complex financial needs. During his tenure at Raymond James, he qualified for the firm’s Chairman’s Council for 22 consecutive years, was recognized as a Global Top 50 advisor, and served a two-year term on the Raymond James & Associates Executive Council. He has been recognized by Forbes as a Best-in-State Wealth Advisor and by Barron’s among its Top 1,200 Financial Advisors. He is a graduate of Texas Tech University and has been active in supporting the university through philanthropic initiatives, including an emergency support fund for students facing financial hardship.

Christin Simon, Vice President/Investments, has been with the Edwards Fitzpatrick Group since 2013 and works closely with clients across financial planning, investment research, portfolio analysis, and ongoing client service. She holds Series 7 and Series 66 registrations and has earned the Wealth Management SpecialistTM and Accredited Asset Management Specialist℠ designations.

Lance Murphy, Senior Vice President/Wealth Management, advises high-net-worth families, business owners, and executives, combining financial planning with customized investment strategies. His experience includes senior roles with Invesco, FS Investments, Hines Securities, and Van Kampen Investments. He earned a BBA in finance from Texas Tech University and holds the Certified Investment Management Analyst® designation.

Janney Montgomery Scott LLC is a leading wealth management firm with a nearly 200-year history of helping individuals, families, businesses, and institutions pursue their financial goals. The firm’s mission is to empower lives through financial advice, providing personalized guidance and comprehensive wealth management capabilities to help clients make informed decisions and achieve what matters most. Today, over 900 Financial Advisors serve clients across a growing national footprint, with nearly $200 billion in client assets under advisement.