The prestigious honor recognizes their singular focus on helping clients make good financial decisions consistent with their goals.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce Stedmark Partners has been named to the 2022 list of America’s Top Wealth Management Teams by Forbes.
Stedmark Partners is led by Financial Advisors Mark Eskin, Executive Vice President/Wealth Management; Edward Blumenthal, Executive Vice President/Wealth Management; and Christopher Borden, Executive Vice President/Wealth Management.
They are joined by Julie Maxwell, Account Executive, Vice President/Wealth Management, and Client Service Associates Donna Hamilton, Elizabeth Hines, Devin Lancit, Patricia Lombardo, Marianne McGovern, and Michael McMcarron.
“Stedmark Partners sets the standard for excellence in the financial advisory profession. We congratulate everyone on the team on this prestigious accomplishment, along with our sincere thanks for their continued commitment to their clients and to our firm,” said Jerry Lombard, President of the firm’s Private Client Group.
The team manages more than $2 billion in assets for successful individuals, business enterprises, medical and legal practices, and non-profit organizations, with a singular focus on helping those clients make good financial decisions consistent with their goals.
Stedmark Partners advises on a wide range of financial matters, including complex financial planning, portfolio management, retirement income planning, education funding, intergenerational wealth transfer and charitable planning, customized to each client’s unique situation.
To learn more about Stedmark Partners please visit www.StedmarkPartners.com
Forbes America’s Top Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.