EDWIN WAINGART NAMED TO FORBES 2021 BEST-IN-STATE WEALTH ADVISORS LIST
FORBES BEST-IN-STATE AWARD
Edwin Waingart, Executive Vice President/Investments, Financial Advisor has been named to the Forbes 2021 Best-In-State Wealth Advisors list. “Congratulations to Edwin for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Edwin represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
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.
EDWIN WAINGART, CIMA®, CFP®
Edwin leads Waingart Wealth Advisors, and is equipped to handle all facets of a client’s financial life. He and his team are focused on advising senior executives and corporate professionals on how to retire and worry less about it; helping them pursue their financial objectives while striving to minimize market concerns. Clients can be confident in knowing he is a fiduciary and has extensive training in financial planning, estate planning, insurance investments, taxes, employee benefits, and retirement planning. He is held to high ethical and professional standards, having earned the Certified Investment Management Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional designations. He began his financial services career in 2002 with UBS and most recently served as Senior Vice President with Raymond James, before opening Janney’s Greenville, SC office in 2019.
His previous experience includes management positions at companies such as Fluor Corporation, PL Industries and Digital Equipment Corp. He holds a Bachelor of Science in management from the State University of New York at Buffalo. He enjoys spending time with his family and encouraging his girls who are pursuing their careers and undergraduate degrees. Edwin keeps up with the latest information on the markets, economy, and investment strategies and in his spare time actually likes reading books such as “A History of Interest Rates” by Sidney Homer. He lives in Greer with his wife, Jacqueline.
WAINGART WEALTH ADVISORS OF JANNEY MONTGOMERY SCOTT LLC
403 Roper Creek Drive, Greenville SC 29615 864.438.3817 • 833.998.0228 • ewaingart@janney.com • www.waingartwealthadvisors.com
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