Edwin Waingart, CIMA®, CFP®, Executive Vice President / Investments, Financial Advisor, has been named to the Forbes 2024 Best-in-State Wealth Advisors list. “Being named as a Best-in-State Wealth Advisor is a testament to the positive impact Edwin has on the lives of his clients. We are proud to support and empower Edwin and celebrate his commitment to delivering a hyperpersonalized, best-in-class wealth management experience,” said Kevin Reed, President of the firm’s Private Client Group.
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. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of
SHOOK Research, LLC. Data as of 6/30/23.
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 has been on the Forbes “Best-in-State Wealth Advisors” list since 2020. 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. Cristina currently works at UBS and Lauren is pursuing a Master’s Degree at 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.
