FORBES BEST-IN-STATE WEALTH ADVISOR AWARD
Edwin Waingart, CIMA®, CFP®, Executive Vice President / Investments, Financial Advisor of Waingart Wealth Advisors has been named to the Forbes 2023 Best-In-State Wealth Advisors list.
“Congratulations to Edwin on this recognition by Forbes,” said Kevin Reed, President of the firm’s Private Client Group. “Edwin sets the standard for his commitment to exceed their client expectations and delivering comprehensive advice to meet financial goals. We’re proud to have Edwin at Janney.”
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 measure best practices, client retention, 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.
Edwin Waingart, CIMA®, CFP®, Executive Vice President / Investments
Financial Advisor Edwin leads Waingart Wealth Advisors and is equipped to handle the many facets of a client’s financial life, helping clients pursue their financial objectives while striving to anticipate and minimize market concerns. Clients can be confident knowing he has extensive training in financial planning, estate planning, insurance investments, taxes, employee benefits, retirement planning and is held to high ethical and professional standards, having earned the Certified Investment Management Analyst® (CIMA®) and Certified Financial Planner™ (CFP®) professional advanced designations. Edwin was named to Forbes’ 2022 and 2023 list of “Best-in-State Wealth Advisors.” With this recognition, he joins a select group of advisors who are dedicated to exceeding clients’ expectations and encompassing the highest standard of best practices and success in financial relationships.
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 First office in Greenville, SC 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 also attained the Series 7, 66 and Insurance License.
He enjoys spending time with his family and encouraging his daughters who are pursuing their careers and graduate degrees. Cristina currently works at UBS and Lauren will attend the University of Denver. Edwin continually keeps up with the latest information on the markets, economy, and investment strategies. When he’s not tailgating and attending Clemson football games, he loves spending time on a lake or beach and reading books such as “A History of Interest Rates” by Sidney Homer. He lives in Greer with his wife, Jacqueline.
