Janney is pleased to announce that seven of the firm’s Financial Advisors have been recognized by Forbes magazine in its 2019 Best-in-State Wealth Advisors ranking.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that seven of the firm’s Financial Advisors have been recognized by Forbes magazine in its 2019 Best-in-State Wealth Advisors ranking.
This prestigious recognition was given to Janney’s Mark R. Eskin, Executive Vice President, Philadelphia; Peter H. Sargent, Executive Vice President, Newtown, Pennsylvania and Raleigh, North Carolina; Joshua A. Scheinker, Executive Vice President,
Baltimore; Clare Schwemlein, First Vice President / Wealth Management, Chillicothe, Ohio; Sheila S. Shaffer, Executive Vice President, Washington, D.C.; Allan H. Strange, Executive Vice President, Richmond, Virginia; and Douglas P. Velnoskey, Senior
Vice President / Wealth Management, Satellite Branch Manager, Westminster, Maryland.
“This prestigious group of Janney advisors represents the highest standard of success in financial relationships,” said Jerry Lombard, president of the firm’s Private Client Group. “This recognition is well-deserved and a testament to their ability to develop and sustain a strong financial advisory practice – built on relationships, trust, and above all else, meeting the needs of their clients.”
The Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, was compiled after two years of due diligence, including 5,200 interviews. Those advisors that are considered have a minimum of seven years’ experience, and are evaluated based on factors such as revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their approach to working with clients. SHOOK received over 20,000 nominations, which was narrowed down to over 5,000 nominees. Ultimately, only 2,000 top-performing advisors across the country were chosen and assigned a ranking within their respective states.
About the Janney Best-in-State Wealth Advisors
Mark R. Eskin – Ranked #11 in Pennsylvania
Mark Eskin serves as Executive Vice President/Wealth Management and is a senior partner of Stedmark Partners at Janney Montgomery Scott. An Accredited Wealth Management Advisorsm, Eskin was named a Barron’s “Top Advisor” in 2010, and from 2012 through 2018. He was also named among the “Top 400 Financial Advisors” by Financial
Times in 2013, and, along with his team, was recognized by the Philadelphia Business Journal as a “Top Financial Advisor in Greater Philadelphia” in 2010.
Eskin is an active member of the Board of Trustees of the Abington Health Foundation and the Madlyn & Leonard Abramson Center for Jewish Life in Horsham, Pennsylvania, and serves on the Board of Directors of the Federation Endowments Corporation of the Jewish Federation of Greater Philadelphia. He also Chairs the Business Council of Abington Memorial Hospital, and is a past-President of the 800-member Philadelphia Estate Planning Council. He received his B.A. in Political Science from the University of Pennsylvania, and is a magna cum laude graduate of the Temple University School of Law.
Peter H. Sargent – Ranked #8 in Pennsylvania
Peter Sargent is an Executive Vice President/Wealth Management and the founder of Sargent Wealth Management of Janney Montgomery Scott, with offices in Newtown, Pennsylvania and Raleigh, North Carolina. Sargent has over 25 years of industry experience and holds both the CFA designation and CFP® certificate, a designation awarded by the Certified Financial
Planner Board of Standards, Inc. He was previously recognized as a Forbes Best-In-State Wealth Advisor in 2018. He was also selected as a Barron’s “Top Advisor” in 2009, 2010, 2012, 2017, and 2018, named among the “Top 400
Financial Advisors” by Financial Times in 2017 and 2018, and was honored as Janney’s Financial Advisor of the year in 2019.
He is a member of the New York Society of Security Analysts, a member of the University of Delaware Financial Planning and Wealth Management Advisory Board and was a former Board Member of the Alumni Association at the University of Delaware’s Business School.
Joshua A. Scheinker – Ranked #60 in Maryland
Joshua Scheinker serves as Executive Vice President/Wealth Management and a member of Scheinker Wealth Advisors. Scheinker serves as President of the Alumni
Board of St. Paul's School for Boys and has led their 800-attendee Brooklandwood Bash the past two years. He is also the Alumni representative on the St. Paul’s School Board of Trustees. Scheinker is a former Board Member of the Crohn's &
Colitis Foundation of America – Maryland Chapter and has chaired their Spotlight Gala. He was also the Revenue Chair of the 2015 Green Valley North Turkey Trot. Scheinker formerly served on the Investment Committee of Jemicy School and Miles
That Matter | Ulman Cancer Center. He is a graduate of Emory University’s Roberto C. Goizueta Business School.
Clare Schwemlein – Ranked #115 in Ohio
Clare Schwemlein is the First Vice President/Wealth
Management of The Schwemlein Group of Janney Montgomery Scott. With over 20 years of experience in the financial services industry and as a Certified Financial Planner™,
Clare provides investment advice to individual, corporate and institutional clients for retirement planning, trusts, education savings, charity and estate planning, stock options, private money management, insurance and other areas of investing.
With a background in Human Resources, Clare's greatest strengths are in Benefits and Management Consulting. Her specialties include Employee benefits management and consulting (401(k), pension, profit sharing and Employee Stock Purchase plans, IRAs, health, dental, vision, life and disability insurance, HCRA/DCRA, etc.), human resources and management consulting, and mergers & acquisitions.
A graduate of Marquette University, Clare holds a Bachelor of Arts degree. Clare is a mother of four and was named to Working Mother’s 2018 list of “Top Wealth Advisor Moms.”
Sheila S. Shaffer – Ranked #18 in District of Columbia
Sheila Shaffer is the leader of Shaffer Wealth Advisory Group, a multi-generational team, at Janney Montgomery Scott in Washington, D.C. As a Certified Financial Planner CFP®, Shaffer and her team provide personalized
comprehensive wealth management and customized portfolio solutions for affluent clients. The team is responsible for managing over $575 million in client assets for individuals, small businesses, and multi-generational families. This is the second
consecutive year that Shaffer has been recognized by Forbes as a Best-In-State Wealth Advisor. Additionally, in 2017 and 2018, Shaffer was named to Forbes’ list of “America’s Top Women Advisors”. She has also been named among
the “Top 400 Financial Advisors” by Financial Times in 2014, 2015, and 2017, and in 2014, as one of their “Top 100 Women Advisors.” Shaffer was also recognized as Janney’s Financial Advisor of the Year in 2016.
Shaffer has served, and continues to serve, on a variety of boards including the National Museum of Women in the Arts (NMWA), Janney’s Financial Advisory Council, and the Janney Board of Managers. She is a member of the DC Chapter of the International Women’s Forum. A dedicated member of the Washington, D.C. and Shepherdstown, West Virginia, she supports the Race for the Cure, DC Special Olympics, and the Contemporary American Theater Festival in Shepherdstown.
Allan H. Strange – Ranked #5 in Southern Virginia
Allan Strange, Executive Vice President/Wealth Management, leads the Strange Group at Janney Montgomery Scott, and has been advising clients on their investments for
nearly 40 years. The Strange Group was founded with a simple mission: to help clients achieve their financial goals through trusted advice and unparalleled service. Strange and his team focus on holistic financial planning for individuals and families
as well as advising company retirement plans. He is consistently ranked by Barron’s as a “Top Advisor,” an honor he received in 2009, and from 2011 through 2018. He was recognized by the Financial Times as a “Top 401 Retirement
Plan Advisor” since the program’s inception in 2015 and named among the “Top 400 Financial Advisors” in 2015 through 2017.
Strange was named as Janney’s Financial Advisor of the year in 2015, has been a member of Janney’s premier CEO Roundtable since joining the firm in 2009, and has earned the advanced designation of Accredited Investment Fiduciary® from Fiduciary 360. He is the founder and first president of the Metropolitan Richmond Sports Backers and past board member of Richmond Forum and the Virginia State Golf Association. An avid golfer, he played professionally for three years after graduating from East Tennessee State University.
Douglas P. Velnoskey – Ranked #90 in Maryland
Doug Velnoskey serves as Senior Vice President/Wealth Management for The Velnoskey Wealth Management Group, Satellite Branch Manager for the Westminster, Maryland office
of Janney Montgomery Scott LLC, and is a Certified Financial Planner™ practitioner. Since the formation of The Velnoskey Wealth Management Group, he has set the team standard of “doing the right thing” in every situation, for every
client. Doug attended Loyola College and the University of Baltimore, where he graduated summa cum laude with a bachelor’s degree in interdisciplinary studies including management, communications and political science. Doug serves on the Board
of Trustees for the Historical Society of Carroll County and the Planning Committee for the Carroll Lutheran Village golf tournament.
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.