Janney is pleased to announce that Financial Advisors Bradley Dickens, Mary Anne Forrester, and Steven Glasgow have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisors.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading
full-service wealth management, financial services, and investment banking firm, is pleased to announce that Financial Advisors Bradley Dickens, Mary Anne Forrester, and Steven Glasgow have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisors.
The FT 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times. The list recognizes top Financial Advisors who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans.
The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management, DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
About Janney’s FT Top 401 Retirement Advisors
Bradley Dickens - Franklin, Tennessee
Brad Dickens has more than 28 years of experience in the financial services industry and leads MD Wealth Management Group of Janney Montgomery Scott. As a Certified 401(k) Professional,
he is one of only 12 people in Tennessee with the C(k)P® designation. He also holds the status of being a designated Qualified Plan Financial Consultant. This is the second consecutive year that he has been named to the Financial Times Top 401
Retirement Advisors list.
Mary Anne Forrester – Washington, D.C.
Mary Anne has over 30 years of industry experience and leads Forrester Wealth Advisors at Janney Montgomery Scott. She provides comprehensive investment analysis and is experienced in managing the intricacies of investment risk tolerance, time horizons, and client expectations. With a strong
focus on financial wellness and planning, she works with her clients to ensure that they are on track to meeting their financial goals.
Ms. Forrester was also recognized as a Top 401 Retirement Advisor in 2015. Ms. Forrester was named by the National Association of Plan Advisors as a Top Defined Contribution Advisor in 2017. She holds her Series 7, 63, and 65 licenses and is an Accredited Investment Fiduciary.
Steven Glasgow - Franklin, Tennessee
Steven Glasgow is a 29-year industry veteran and leads Tower Circle Partners at Janney Montgomery Scott. He is Chartered Financial Analyst,
Accredited Investment Fiduciary, and holds the Plan Sponsor Retirement Professional designation from the Plan Sponsor Institute. This is the fifth consecutive year that he has earned the Top 401 Retirement Advisor recognition from the Financial Times.
A nationally recognized leader in the retirement plans space, Mr. Glasgow’s other accolades include being named one of PLANADVISER’s Top 100 Retirement Plan Advisors for 2018 and being recognized as a finalist for PLANSPONSOR’s Retirement
Plan Advisor of the Year Award.
Mr. Glasgow is a member of BlackRock’s DC Leaders Circle, a program focusing on recognized influencers in the defined contribution marketplace, and he frequently serves as a speaker at defined contribution professional conferences.
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.