Forbes Best-in-State Award
Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Lance McCoy, Executive Vice President/Wealth Management, Branch Manager has been named to the Forbes 2020 Best-In-State Wealth Advisors list. “Congratulations to Lance for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Lance represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
The Forbes Best-in-State Wealth Advisors rankings spotlights more than 4,000 advisors from Alaska to Florida with team assets amounting to more than $4 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
About Lance Mccoy
Lance started his career in Janney’s Ligonier office in 1993 and soon after became the youngest Branch Manager ever appointed at Janney. Since then Lance has been recognized multiple times for his dedication to clients, earning the firm’s most prestigious honor “Financial Consultant of the Year” in 2005. He was also selected to participate in Janney’s CEO Roundtable for his success as Branch Manager. Lance currently serves as Executive Vice President/Investments, Branch Manager and head of the McCoy Wealth Management Group of Janney Montgomery Scott LLC.
Lance prides himself on consistently exceeding client expectations. Nearly 27 years into his career, he is still the first to arrive at the office and the last to leave. Lance graduated magna cum laude from Clarion University with a Bachelor’s Degree in Finance. He earned a M.B.A. from Clarion and holds a FINRA Series 7 (General Securities), Series 66 (Uniform State Securities), Series 9/10 (General Securities Supervisor), and Life, Health, and Disability Insurance Licenses in multiple states. Lance enjoys anything involving nature and in his free time can be found on the farm that he shares with wife Heather and lab Mosley.
