Sheila Shaffer has been named to Forbes list of Top Women Wealth Advisors in 2021. “We are proud to have Sheila not only represent our firm but also our industry,” said Jerry Lombard, President of the firm’s Private Client Group. “This recognition is just another testament to her unmatched client focus, and dedication to providing holistic advice to help exceed client expectations.”
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, spotlights the nation’s standout financial strategists with at least seven years of experience. Nominated by their firms, each advisor is researched, interviewed, and assigned a nationwide ranking. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.