Our team - comprised of Sheila Shaffer, Shannon McGreevy, Dan Spainhour, Eric Walker, and Allyson Albert - is committed to providing the most comprehensive financial planning and advisory services possible to each individual for whom we work. Our team’s multi-generational approach and experience enables us to work with a diverse group of clients including affluent individual investors, executives, business owners, families, and their heirs. Our notable record of client retention and referrals is our most persuasive and meaningful measurement of success.
Directing Shaffer Wealth Advisors of Janney Montgomery Scott, my team and I are responsible for advising our clients through the financial chapters of their lives. We make recommendations centered on consultative wealth management, financial planning, and customized portfolio solutions. Our clients include affluent individuals, executives, small business owners, families, and their heirs.
Licenses:
- Certified Financial Planner™ (CFP®)
- Series 7, 8, 63, & 65
- Life Insurance Agent
Awards and Accolades:
- AdvisorHub "25 Women Advisors to Watch", 2022
- Forbes “Best-in-State Women Wealth Advisors”, 2022
- Forbes "Best-in-State Wealth Advisors", 2022, 2021, 2020, 2019, 2018
- Forbes "America’s Top Women Advisors", 2021, 2020, 2019, 2018, 2017
- Janney "Financial Advisor of the Year", 2017
- Financial Times "Top 400 Financial Advisors", 2017, 2015, 2014
- Financial Times "Top 100 Women Advisors", 2014
- Barron's "Top Women Advisors", 2006
Community Involvement:
- The National Museum of Women in the Arts - NMWA; Board of Trustees (2008-Present); President of the Board of Trustees (2014-2016); Treasurer of the Board of Trustees (2010-2014), (2020-Present)
- International Women’s Forum of Washington, DC (2015-Present)
- Wake Forest University; National Wake Forest Clubs - Past President; Wake Forest Club, Washington, DC - Past President; Alumni Council - Past Member
