Congratulations to Clare Schwemlein! Working Mother magazine has named her to its list of Top Wealth Advisor Moms for the second consecutive year.
PHILADELPHIA – Working Mother magazine has named Financial Advisor Clare Schwemlein to its list of Top Wealth Advisor Moms for the second consecutive year. The list recognizes the top 400 mothers working in wealth management today.
Ms. Schwemlein is a First Vice President/Wealth Management at Janney Montgomery Scott and helps lead The Schwemlein Group in Chillicothe, Ohio. She has more than 20 years of experience in the financial services industry and has achieved the advanced designations of Accredited Wealth Management Advisor, Certified Employee Benefit Specialist, and Certified Financial Planner™.
“Congratulations to Clare for representing Janney and all our working mothers on this prestigious list,” said Jerry Lombard, President of the firm’s Private Client Group. “Her leadership and support of our women professionals are inspiration for everyone at the firm. Clare is proof that you can be successful in all areas of your life. We’re proud to support her.”
Ms. Schwemlein 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, she also specializes in benefits and management consulting.
She is active in her community, volunteering and sponsoring events to benefit Rotary, the American Heart Association, Blacklick Elementary School, Gahanna Middle School East, and Cub Scouts. A graduate of Marquette University, she holds a Bachelor of Arts degree. Outside of work, she enjoys spending time with her four children and is an active runner and triathlete.
Working Mother’s Top Wealth Advisors Mom list is compiled by SHOOK Research, which considered wealth advisors who are mothers with at least one child living at home and under the age of 21. Nominees were evaluated based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, industry experience, review of compliance records, and firm nominations; and quantitative criteria, such as assets under management and revenue generated for their firms.
The complete list of the 2019 Top Wealth Advisor Moms” can be found here.
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
Corporate NewsRead more