The honor is a testament to their commitment to provide superior service experience.

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm headquartered in Philadelphia, is pleased to announce three of its teams have been named to the National Association of Plan Advisors (NAPA)’s Top Defined Contribution (DC) Advisor Teams list.

The recipients included:

“Congratulations to CSG Capital Partners, Forrester Wealth Advisors and Tower Circle Partners on this recognition, which places them among the nation’s leading retirement plan advisors. The honor is a testament to their commitment to provide plan sponsors with a superior service experience and to provide plan participants with comprehensive retirement planning guidance to achieve financial security,” said Debra Roey, Head of Retirement Plan Services, Janney Montgomery Scott.

The NAPA list is a compilation of leading individual advisor firms and teams ranked by the assets under advisement related to their DC. The full list of NAPA’s 2022 Top DC Advisor Teams with AUA over $100 million can be found here.

Contact us for more information

Bradd DelMuto

Director, Corporate Communications

Contact Bradd DelMuto

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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