Forbes Best in State award
Dawn A. Dupre, ADPA™, Executive Vice President/Wealth Management, Financial Advisor, has been named to the Forbes 2025 Best-in-State Wealth Advisors list. “We are pleased to celebrate the success of Dawn recognized for her dedication to client success and leadership in the industry,” said Kevin Reed, President of Janney’s Private Client Group. “Dawn's achievements demonstrate the impact of building trust, offering personalized advice, and leading by example. We are proud to support her and have her as part of our team.”
Forbes America’s Top Wealth Advisors and Best-in-State Wealth 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, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: 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. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. www.Forbes.com (April, 2025). Data as of 6/30/24. For more information about any awards referenced, including relevant criteria, please visit https://www.janney.com/awards-disclosures.
