Forbes Best in State Award
Binnie S. Footer, AWMA® (Executive Vice President / Wealth Management, Financial Advisor), Elliott P. Footer, CPA/PFS (First Vice President / Wealth Management, Financial Advisor), Evan J. Footer, CFP®, CLTC® (Vice President/Wealth Management, Financial Advisor), Raymond T. Wiley (Financial Advisor), and Mary Ellen McCullagh (Registered Private Client Associate, Business Productivity Specialist) have been named to the Forbes 2024 Best-In-State Wealth Management Teams list.
“Congratulations to The Footer Financial Group on this well-deserved accolade,” said Kevin Reed, President of the Firm’s 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.
ABOUT THE FOOTER FINANCIAL GROUP
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 well-being 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.
MEET THE TEAM
Binnie joined Janney in 1989. With over 30 years of industry experience, she has crafted a unique and sophisticated financial consulting practice. A former member of Janney’s Board of Managers, she currently serves on Janney’s FA Advisory Council. She is an Accredited Wealth Management Advisor (AWMA®) and holds MBA and BS (summa cum laude) degrees from Thomas Jefferson University.
Elliott became a member of the Footer Financial Group in 2009. Prior to joining the team, he served as Managing Partner of the Tax and Private Wealth divisions of the Philadelphia office of an international CPA firm. He is a Certified Public Accountant and Personal Financial Specialist (CPA/PFS) and holds MBA and BS (cum laude) degrees from Drexel University.
Evan joined the team in 2021 after spending over 10 years as a management consultant for Accenture Strategy, IBM Global Consulting and as a Corporate VP of Strategy and Consulting for NY Life. He earned his CERTIFIED FINANCIAL PLANNER™ designation and is certified in Long Term Care (CLTC®), holds an MBA from Cornell University’s Johnson School of Management and a BA (summa cum laude) from Colby College where he was inducted as a member of the Phi Beta Kappa Society.
Ray joined Janney in 2016 and became a member the Footer Financial Group in 2019 focused on Financial Planning and related strategies. Prior to joining the firm he practiced law for over 7 years. A member of both the NJ and PA State Bar associations, he holds a Juris Doctor (JD) from Widener University School of Law and a BS from
La Salle University.
Mary Ellen has been a member of the team since 2016. She has over 20 years of financial services industry experience and heads up the operational and organizational aspects of the practice. She is an active member of Janney’s Women’s Interactive Network and holds a BS from St. Joseph’s University.
