Janney today announced that Sheila Shaffer, of the firm’s Washington DC office, has been named to Forbes’ 2017 ranking of “America’s Top Women Advisors,” published February 28, 2017.
Philadelphia – Janney Montgomery Scott LLC (“Janney”) today announced that Sheila Shaffer, of the firm’s Washington DC office, has been named to Forbes’ 2017 ranking of “America’s Top Women Advisors,” published February 28, 2017.
“Sheila is a highly-regarded advisor who embodies our mission in being the highest standard of success in financial relationships,” said Jerry Lombard, president of the firm’s Private Client Group. “This national recognition is a testament to her unwavering dedication and hard work in establishing successful and prospering practices by surpassing the expectations of her clients.”
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.
Sheila is the leader of Shaffer Wealth Advisory Group, a multi-generational team at Janney Montgomery Scott LLC. As a Certified Financial Planner CFP®, Sheila and her team provide personalized comprehensive wealth management and customized portfolio solutions for affluent clients. The team is responsible for managing $500 million in client assets for individuals, small businesses, and multi-generational families.
Learn more about Sheila and the Shaffer Wealth Advisory Group on her website.
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 (FINRA) and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com .