Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, PA, is pleased to announce that Daniel ‘Mac’ Lynch, Vice President/Wealth Management, has been named to Forbes’ 2018 list of America’s Top 1,000 Next-Generation Wealth Advisors. This prestigious recognition honors young, talented advisors who represent the future of the wealth management industry.
“Janney is a destination for elite Financial Advisors, and that includes many young, successful advisors who will be leading Janney and our clients’ into the future,” said Jerry Lombard, President of the firm’s Private Client Group. “I am pleased to congratulate Mac on this well-deserved recognition and commend him for putting is clients’ needs at the center of all he does. We look forward to supporting him in his continued success for many years to come.”
The Forbes state-by-state ranking of America’s Top Next Generation Wealth Advisors, now in its second year, is developed by SHOOK Research and recognizes advisors born in 1980 or later with a minimum of four years relevant experience. More than 23,000 nominations were received for the 2018 ranking and only 1,000 advisors were selected. Advisors on the list have built and lead their own teams, have joined teams and are viewed as future leadership, or a combination of both. Rankings are based on factors including industry experience, credentials, compliance records, assets under management, and revenue generated for their firms.
Mr. Lynch is the leader of The Lynch Team of Janney Montgomery Scott in the firm’s Pittsburgh, Pennsylvania branch office. He is a Certified Financial Planner™ (CFP®) and holds the Certification in Long-Term Care (CLTC®) designation. Engaged in his community, Mr. Lynch currently serves on the Neighborhood Academy Board of Directors, the Highland Park Community Council (HPCC), The Executive Committee of the Carnegie Museum of Art Advisory Council (Skibo Society) and in 2015, was selected for and graduated a yearlong program through Leadership Pittsburgh as a member of the XXII class of Leadership Development Initiative. Prior to becoming a Financial Advisor, he was a high school teacher and coach and graduated with honors from Colby College.
