Recognition exemplifies commitment to offer the highest standard of success in financial relationships.

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management and investment banking firm, is pleased to announce five Financial Advisors have been named Best-in-State Next-Gen Wealth Advisors by Forbes. 

The Financial Advisors recognized include:

"Congratulations to these five advisors for their prestigious recognition, celebrating their commitment to exceeding client expectations through personalized wealth management advice. Their dedication not only sets a high standard but also propels our industry forward with the next generation of advisors and clients," said Kevin Reed, President of the firm's Private Client Group. "I'm proud of their achievements and am honored to support them."

The Forbes Best-in-State Next-Gen Wealth Advisors rankings was developed by SHOOK Research. SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices. Also reviewed: client retention, industry experience, credentials, compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor 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. Data provided by SHOOK® Research, LLC. Data as of 3/31/24

View the full list of Forbes’ Best-in-State Next-Gen Wealth Advisors. 

Media Contact

Bradd DelMuto

Director, Corporate Communications

Contact Bradd DelMuto

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