Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Doug Stirling, Executive Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2022 Best-In-State Wealth Advisors list.
“Congratulations to Doug for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Doug represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
Over the past 20+ years, Doug has built a wealth management team serving high net worth individuals and families in the Pittsburgh region as well as nationally. Since joining Janney in 1998, Doug has been recognized with the FA of the year award. As Executive Vice President, Doug is responsible for leading a team of 7 professionals who combine research and financial planning to deliver customized portfolios tailored to each client’s goals and timeframes.
In addition to being licensed with the Financial Industry Regulatory Authority (FINRA), the New York Stock Exchange (NYSE), the Pennsylvania Securities Commission, and insurance licensed with the Pennsylvania State Insurance Commission, Doug is part of an elite group of Financial Advisors that has earned the designation of Chartered Advisor in Philanthropy®(CAP) which is a specialized education in Philanthropic planning. The CAP® designation enables Doug to advise clients and prospective donors about long-term planning for their financial assets.
Doug is a graduate of North Carolina State University in Raleigh with a B.S. degree in Finance. He is also a graduate of the Accredited Wealth Management Advisor (AWMA) program as well as the Securities Industry Institute at the Wharton Business School at the University of Pennsylvania. He was recently selected to participate in the Investment Decision and Behavioral Finance program at Harvard University, a cutting-edge program based upon a revolutionary approach to investment decision making. Doug currently serves on the board of directors of both the Pittsburgh Zoo and PPG Aquarium, as well as the board of the Pittsburgh Symphony.
The Forbes Best-in-State Wealth Advisors rankings spotlights more than 5,000 advisors from Alaska to Florida with team assets amounting to more than $6 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.