Awards

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.

Edwin Waingart, CIMA®, CFP®, Executive Vice President / Investments, Financial Advisor of Waingart Wealth Advisors has/have been named to the Forbes 2023 Best-In-State Wealth Advisors list. “Congratulations to Edwin Waingart 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.”

Edwin Waingart, Executive Vice President / Investments, Financial Advisor, was named to the Forbes 2022 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.

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.