FORBES BEST-IN-STATE AWARD
Binnie S. Footer, AWMA® (Executive Vice President / Wealth Management, Financial Advisor), Elliott P. Footer (First Vice President / Wealth Management, Financial Advisor), Evan J. Footer, CFP®, CLTC® (Financial Advisor), Raymond T. Wiley (Financial Advisor), and Mary Ellen McCullagh (Registered Private Client Associate, Business Productivity Specialist) have been named to the Forbes 2023 Best-In-State Wealth Management Teams list. “Congratulations to Binnie, Elliott, Evan, Raymond, and Mary Ellen for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. The Footer Financial Group represents the best of our industry,” said Kevin Reed, Executive Vice President and President of Private Client Group.
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of 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 team, 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.
MEET THE TEAM
The Footer Financial Group is a full-service wealth management team focused on providing services and solutions tailored to fit your unique needs, preferences, and goals. We are proud to be part of Janney Montgomery Scott LLC, a New York Stock Exchange firm headquartered in Philadelphia, Pennsylvania.
Our goal is to become your close partner in securing your financial health and wellbeing now and into the future. Our many clients tell us we are very good at what we do. They have given us not only their hard-earned assets to manage, but also, just as importantly, their trust. It is a responsibility we take very seriously. Trust is about follow-through on commitments and performance. It is earned. We will work diligently to earn your trust. When you join us as a client, you can expect:
• Access to timely investor and industry education
• Sound advice delivered with the utmost respect and integrity
• A comprehensive approach to investing, providing you with financial planning, portfolio and wealth management services, and access to new investment solutions
• The solutions and services available through large firms, but with uniquely personalized service and accessibility to the knowledge and resources of our diverse investment professionals in areas such as retirement planning, college planning, corporate stock options, estate planning, and trust services, to name but a few
• A promise to understand you as an individual and as an investor—your needs, objectives, wants and dreams; and a plan, as we move forward together, to bring about the future you expect and deserve
