Janney Montgomery Scott, a leading full-service wealth management, capital markets, and asset management firm headquartered in Philadelphia, PA, is pleased to announce that CSG Capital Partners has been named to NAPA’s Top Defined Contribution (DC) Advisor Teams.
“It’s exciting that Murray and his team have been recognized by NAPA,” said Debra Roey, Director of Retirement Plan Services. “Helping our clients achieve a successful retirement through financial planning is one of Janney’s primary goals, so I’m proud to see this team going above and beyond with such a dedicated client focus.”
The NAPA list is a compilation of leading individual advisor firms and teams that are ranked by DC assets under advisement, and includes more than 1,200 financial advisors. This year’s list covers financial advisors with nearly $2 trillion in AUA and 187,000 retirement plans that are being supported.
This is the second year that NAPA has published the list of top defined contribution advisor firms. NAPA is an affiliate organization of the American Retirement Association, and was created by and for retirement plan advisors.
“It’s a great honor for my team to receive this award," said Murray Carter. "For me, it’s very meaningful that we are being recognized as a team and not only as individuals. My practice wouldn’t be where it is today without the hard work and support of the team. Being recognized is really an honor!”
The list of Top DC Advisor Teams will be included in the winter edition of NAPA’s Net the Magazine and honorees will be acknowledged at NAPA’s 401(k) Summit in April in Las Vegas. Visit the website to see the full list of recipients.
