Janney Montgomery Scott, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce that Clare Schwemlein has been named Top Women Wealth Advisors by Forbes.
“We’re proud to have Clare recognized as a Top Women Wealth Advisor. The distinction is a testament to the dedication and commitment Clare has for making a positive impact in the lives of her clients and within her community. Her efforts and achievements help pave the way for the next generation. We’re honored to support Clare and have her as part of our team,” said Jerry Lombard, President, Private Client Group.
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.
