We're proud of the 27 Financial Advisors who earned this prestigious award.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading
full-service wealth management, capital markets, and asset management firm, is pleased to announce that 27 of its Financial Advisors were named to the Forbes 2021 Best-In-State Wealth Advisors list.
“Congratulations to the record number of Janney Financial Advisors who earned this prestigious recognition. These advisors deliver exceptional client service and exemplify our commitment to offer the highest standard of success in financial relationships,”
said Jerry Lombard, President, Private Client Group.
The Financial Advisors recognized include:
- Robert Bishop – Executive Vice President / Investments, Bishop Wealth Management Group
- Edward Blumenthal – Executive Vice President / Wealth Management, Stedmark Partners
- Mark Eskin – Executive Vice President / Wealth Management, Stedmark Partners
- Robert Farrell – Executive Vice President/Wealth Management, Farrell Wealth Management Group
- Kenneth Feiertag – Executive Vice President / Investments, Feiertag Financial Group
- Binnie Footer – Executive Vice President / Wealth Management, The Footer Financial Group
- Evan Gilchrest – Executive Vice President / Wealth Management, Glastonbury Wealth Management
- Stephen Goldstein – Executive Vice President / Wealth Management, QL Wealth Advisors
- Thomas Graham – Executive Vice President / Wealth Management, Altoma Wealth Advisors
- Richard Keetley – Executive Vice President / Wealth Management, QL Wealth Advisors
- Jeremy Lambert – Executive Vice President / Wealth Management, Chesapeake Wealth Advisors
- Daniel Levin – Executive Vice President / Wealth Management, 1776 Capital Management Group
- Gary Lukachinski – Executive Vice President / Wealth Management, The Simmons Point Group
- Lance McCoy – Executive Vice President / Investments, Branch Manager, McCoy Wealth Management Group
- Charles Noble, III – Executive Vice President / Wealth Management, Noble Wealth Advisors
- Scott Phelan - Executive Vice President / Wealth Management, Phelan and Myers Wealth Management Group
- Michael Porter – Executive Vice President / Wealth Management, Chesapeake Wealth Advisors
- Peter Sampson – Executive Vice President / Wealth Management, The Sampson Wealth Advisory Group
- Peter Sargent – Executive Vice President / Wealth Management, Sargent Wealth Management
- Joshua Scheinker – Executive Vice President / Wealth Management, Scheinker Wealth Advisors
- Clare Schwemlein – Senior Vice President / Wealth Management, The Schwemlein Group
- Sheila Shaffer – Executive Vice President / Wealth Management, Shaffer Wealth Advisors
- Kevin Smith – Executive Vice President / Wealth Management, Smith Wealth Advisory Group
- Douglas Stirling – Executive Vice President / Wealth Management, Stirling Wealth Management
- Allan Strange – Executive Vice President / Wealth Management, The Strange Wealth Advisory Group
- Douglas Velnoskey – Executive Vice President / Wealth Management, Satellite Branch Manager, Velnoskey Wealth Management Group
- Edwin Waingart – Executive Vice President / Investments, Waingart Wealth Advisors
The Forbes Best-In-State Wealth Advisors rankings spotlights more than 5,000 advisors who manage more than $6 trillion in client assets. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through
telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry
experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
View the full list of this year’s Best-In-State Wealth Advisors.
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.
Contact us for more information
