Our team was honored to be recognized as the Wealth Planner of the Year at Janney’s annual Wealth Management Conference. Each year, Janney presents the award to the advisor or team that best embodies the spirit of financial planning. The award is based off a review of the team’s financial planning process to deliver quality advice to clients while leveraging the firm’s planning platforms.
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
