Forbes 2019 Best-In-State Top Wealth Advisor

Clare Schwemlein Named to Forbes 2019 Best-in-State Top Wealth Advisor List
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Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, PA, is pleased to announce that Clare Schwemlein, First Vice President/Wealth Management of The Schwemlein Group, has been recognized by Forbes magazine in its 2019 Best-In-State Wealth Advisors ranking.

“The advisors on these annual lists represent the best in the nation,” said Jerry Lombard, President of the Firm’s Private Client Group. “This recognition is well-deserved and a testament to Clare’s ability to develop and sustain a strong financial advisory practice – built on relationships, trust, and above all else, meeting the needs of her clients.

The Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, was compiled after two years of due diligence, including 5,200 interviews. Those advisors that are considered have a minimum of seven years’ experience, and are evaluated based on factors such as revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their approach to working with clients. SHOOK received over 20,000 nominations, which was narrowed down to over 5,000 nominees. Ultimately, only 2,000 top-performing advisors across the country were chosen and assigned a ranking within their respective states.

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