Forbes Best-in-State award
Lawrence Hunt (Financial Advisor), E.J. Vilsack (Financial Advisor), and Christine Richey (Private Client Assistant) have been named to the Forbes 2025 Best-in-State Wealth Management Teams list. “Congratulations to Hunt/Vilsack Wealth Management Group on receiving this prestigious recognition. This honor reflects their dedication to delivering outstanding wealth management advice and exceptional client service. It also underscores how Janney’s combination of resources, personalized support, and a collaborative culture empowers advisors to elevate their practices and achieve success. We’re proud to support them,” 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 TEAM
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and making investment recommendations to help meet those goals. Our depth of knowledge and experience, combined with our firm’s capabilities and resources, enables us to provide high-quality service while offering advice and executing financial solutions for every stage of life.
With more than 70 years of experience between us, plus experienced support staff, we welcome the opportunity to help you reach your financial and life goals.
Awards and Recognitions
Reference to any award, accolade, or third-party rating received by Janney Montgomery Scott LLC (“Janney”, “the Firm”) or an employee of Janney herein do not constitute a guarantee of future investment success, nor does an award, accolade, or third-party rating imply any specific level of skill or performance in relation to services provided through the Firm. The selection process for this award is based on certain criteria determined by the awarding entity, which may differ from those of other awards, and may not necessarily reflect a Financial Advisor’s overall performance or individual qualifications. This recognition should not be considered as an endorsement or guarantee of any Financial Advisor. As with any financial planning or investment advice, past performance is not indicative of future results, and investors should carefully consider their personal financial goals and risk tolerance before making decisions. For more information about any awards referenced, including relevant criteria, please visit Janney.com/award-disclosures or contact your Financial Advisor
