Congratulations to Clare Schwemlein for a third consecutive win.
PHILADELPHIA –Working Mother magazine has named Financial Advisor Clare Schwemlein to its Top Wealth Advisor Moms list for the third consecutive year. The list recognizes the top 500 mothers working in wealth management today.
With more than 20 years of experience in the financial services industry, Clare is Senior Vice President/Wealth Management at Janney Montgomery Scott and helps lead The Schwemlein Group in Chillicothe, Ohio. She has achieved the advanced designations of Accredited Wealth Management Advisor, Certified Employee Benefit Specialist, and Certified Financial Planner™.
Clare provides financial advice to both individual and institutional clients on a broad range of investment areas such as financial, retirement, insurance and education planning, mutual funds, equities, tax-free and taxable bonds, annuities, trust services, money management and employer-sponsored retirement plans. Clare helps her clients develop individualized investment solutions for each client’s unique situation and goals.
Clare is active in her community, volunteering and sponsoring events to benefit Rotary, American Heart Association, Blacklick Elementary School, and the Boy Scouts. Outside of work, she enjoys spending time with her young son, Michael, and her triplets, Alexandra, Joseph and Charlotte.
Working Mother’s Top Wealth Advisor Moms list is compiled by SHOOK Research, which considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person person interviews, surveys, service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. Quantitative criteria includes assets under management and revenue generated for their firms.
The complete list of the 2020 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.