Three Janney Financial Advisors recognized as Top Women Advisors.
PHILADELPHIA —Janney Montgomery Scott LLC, a leading
full-service wealth management, capital markets, and asset management firm, is pleased to announce Forbes has named Financial Advisors Binnie Footer, Clare Schwemlein and Sheila Shaffer to its 2020 list of Top Women Wealth Advisors.
"We are proud to have Binnie, Clare and Sheila not only represent our firm but also our industry,” said Jerry Lombard, President of the firm’s Private Client Group. “This recognition is just another testament to their unmatched client focus, and dedication to providing holistic advice to help exceed client expectations.”
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, spotlights 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. View this year’s list.
About Janney’s Top Women Wealth Advisors:
Sheila S. Shaffer — Washington, D.C.
Sheila S. Shaffer is a Certified Financial Planner™, Financial Advisor and Executive Vice President, and directs Shaffer Wealth Advisors. With over 30 years of experience, she and her team provide personalized comprehensive wealth management and customized portfolio solutions for affluent clients including financial planning, asset allocation, retirement planning and income solutions, charitable/legacy planning, education funding, and inter-generational wealth transfer. Sheila was named Janney’s 2017 Financial Advisor of the year and currently serves as a member of Janney’s Advisory Council. She previously served on Janney’s Board of Managers and Janney’s Financial Advisor Council and is a founder of Janney’s Women’s Interactive Network.
Clare Schwemlein — Chillicothe, Ohio
Clare Schwemlein is a Financial Advisor and First Vice President and leads The Schwemlein Wealth Management Group. With over 20 years of experience in the financial services industry and as a Certified Financial Planner™, she 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. She is a member of Janney’s Advisory Council.
Binnie Footer — Blue Bell, Pennsylvania
Binnie S. Footer is a Financial Advisor and Executive Vice President and is the founding member of The Footer Financial Group, a multi-dimensional wealth management team in Blue Bell, Pennsylvania. With over 30 years of industry experience, Binnie has crafted a unique and sophisticated financial consulting practice. She specializes in asset allocation strategies and risk management techniques for high-net-worth individuals, families and corporations.
She has served on Janney’s Board of Managers and continues to serve on Janney’s Advisory Council. She is a founder of Janney’s Women’s Interactive Network and serves as a regional representative on Janney’s Financial Advisor Council.
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.