Awards
Forbes Best-In-State Women Wealth Advisor Award
“We are pleased to celebrate the success of Amy Begnaud, CFP®, CDFA®, recognized for her dedication to client success and leadership in the industry,” said Kevin Reed, President of Janney’s Private Client Group. “Amy’s achievements demonstrate the impact of building trust, offering personalized advice, and leading by example. We are proud to support her and have her as part of our team.”Forbes America’s Top Wealth Advisors, America’s Top Women Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC. Data provided by SHOOK® Research, LLC. Data as of 9/30/24. For more information about any awards referenced, including relevant criteria, please visit https://www.janney.com/awards-disclosures.
Forbes Best-In-State Wealth Advisor Award
“Congratulations to Gary Begnaud, CRPC®, CDFA®, on this prestigious list, which serves as a testament to the meaningful impact he brings to their clients’ financial success,” said Kevin Reed, President of Janney’s Private Client Group. “We take pride in supporting Gary Begnaud and celebrating the standard for excellence he sets for our firm and industry.”Forbes America’s Top Wealth Advisors, America’s Top Women Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC. Data provided by SHOOK® Research, LLC. Data as of 9/30/24. For more information about any awards referenced, including relevant criteria, please visit https://www.janney.com/awards-disclosures.
Forbes 2025 Best-in-State Wealth Management Teams
The Begnaud Wealth Management Group of Janney Montgomery Scott was named to Forbes 2025 Best-in-State Wealth Management Teams
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Service Dogs for America's Heroes
Gary & Amy Begnaud supported the Hero Dogs foundation at this year's Janney Wealth Management Conference in Baltimore.
2023 Pro Bono - Amy Begnaud
CFP® professionals across the country provide free, no-strings-attached, financial advice to underserved people in need. Pro bono financial planning helps people take control of their financial lives and has a positive impact on individuals, families and communities — and elevates and enriches the financial planning profession.
2022 Pro Bono - Amy Begnaud
CFP® professionals across the country provide free, no-strings-attached, financial advice to underserved people in need. Pro bono financial planning helps people take control of their financial lives and has a positive impact on individuals, families and communities — and elevates and enriches the financial planning profession.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.