Forbes Best-in-State award
David Jennings, Senior Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2024 Best-in-State Wealth Advisors list. “Being named as a Best-in-State Wealth Advisor is a testament to the positive impact David has on the lives of his clients. We are proud to support and empower David and celebrate his commitment to delivering a hyper-personalized, best-in-class wealth management experience,” said Kevin Reed, President of the firm’s Private Client Group.
“Thanks to Forbes Magazine for including me on the 2024 list of Best-in-State Wealth Advisors. I am very appreciative of the recognition and especially appreciative of such a wonderful group of clients and my team here at Janney” – David Jennings, Senior Vice President of Wealth Management, Financial Advisor.
David joined Janney in 2017, attracted to the boutique nature of the firm and accessibility to the senior leadership and support teams in the home office. He had spent the previous 21 years with Merrill Lynch as a senior financial advisor, earning accolades as a top wealth manager in Richmond and holding various leadership roles in the division.
At Janney, David has been named to Janney's Presidents Club and Masters Club and is a regular attendee at the Janney Elite Financial Conference in Philadelphia. He has also been nationally recognized by AdvisorHub as one of the "200 Fastest Growing Advisors to Watch in 2023."
Outside of the office, David has been active in numerous charitable and civic organizations including the Ronald McDonald House, Bon Secours Hospital, Richmond Little League, St. Michaels Episcopal School and Washington & Lee University.
David and his college sweetheart, Caroline, have been married for over 25 years and reside in Richmond with their two boys. They enjoy traveling, playing golf, and skiing.
Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings
to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: 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 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. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Data as of 6/30/23.
