Working Mother Magazine 2018 Top Wealth Advisor Mom

Clare Schwemlein Named by Working Mother Magazine as a 2018 Top Wealth Advisor Mom
Award Photo

Janney Montgomery Scott LLC (“Janney”) is pleased to announce that Clare Schwemlein, First Vice President/Wealth Management of The Schwemlein Group in Chillicothe, OH, has been named to Working Mother magazine’s 2018 list of Top Wealth Advisor Moms. The list, featured in the publication’s October/November issue, recognizes the top 300 mothers working in wealth management today.

“I am extremely proud of Clare for representing Janney and our working mothers on this prestigious list,” said Jerry Lombard, President of the firm’s Private Client Group. “Clare has built a successful career as a Financial Advisor and consistently goes above and beyond for her clients. She has achieved this success while balancing her business and home life and demonstrating a commitment to her family as a dedicated single-mother to four children.”

Working Mother’s Top Wealth Advisors Mom list is compiled by SHOOK Research, which considered wealth advisors who are mothers with at least one child under the age of 18 and have a minimum of $70 million in assets under management and five years of wealth management experience. Nominees were evaluated based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, and firm nominations; and quantitative criteria, such as assets under management and revenue generated for their firms.

Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.