Janney is pleased to announce that Sheila S. Shaffer has been recognized by Forbes magazine in its 2019 ranking of America’s Top Women Advisors.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Sheila S. Shaffer, CFP®, Executive Vice President/Wealth Management, Shaffer Wealth Advisory Group, has been recognized by Forbes magazine in its 2019 ranking of America’s Top Women Advisors.
Ms. Shaffer was also one of a select number of advisors profiled by Forbes. In the feature article,
she discusses the guiding philosophy of her firm, how she works closely with clients to solve financial issues, and how her background influenced her career and core values.
“I am extremely proud of Sheila for representing Janney on this respected list for the third consecutive year,” said Jerry Lombard, president of the Firm’s Private Client Group. “The women on this list are leading the industry in developing their practices and providing superior financial advice. The honor is proof of Sheila’s hard work and complete dedication to her clients.”
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, spotlights 250 of the nation’s standout financial strategists with at least seven years of experience. Nominated by their firms, each advisor is researched, interviewed, and assigned a nationwide ranking. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.
About Sheila S. Shaffer
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 $580 million in client assets
for individuals, small businesses, and multi-generational families. Shaffer was named to Forbes’ list of “America’s Top Women Advisors” in 2017, and recognized as a Forbes “Best-In-State Wealth Advisor” in 2018
and 2019. She has also been named among the “Top 400 Financial Advisors” by Financial Times in 2014, 2015, and 2017, and as one of their “Top 100 Women Advisors” in 2014. Shaffer was 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.
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.