We are pleased to celebrate the success of Donna recognized for her dedication to client success and leadership in the industry,” said Kevin Reed, President of Janney’s Private Client Group. “Donna's achievements demonstrate the impact of building trust, offering personalized advice, and leading by example. We are proud to support her and have her as part of our team.”
America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and 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 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. SHOOK is a registered trademark of SHOOK Research, LLC. Data provided by SHOOK® Research, LLC. Data as of 9/30/24. For more information about any awards referenced, including relevant criteria, please visit https://www.janney.com/awards-disclosures.
