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:
- CSG Capital Partners – Washington, D.C.
- Forrester Wealth Advisors – Washington, D.C.
- Tower Circle Partners – Franklin, Tennessee
“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.