Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor, has been named to the Forbes 2025 Best-In-State Wealth Advisors list. “Congratulations to Scott Phelan, CFP® for earning their spot on this prestigious award, which serves as a testament to the meaningful impact he brings to his clients’ financial success,” said Kevin Reed, President of Janney’s Private Client Group. “We take pride in supporting Scott Phelan, CFP® and celebrating the standard for excellence he sets for our firm and industry.”
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 evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, 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.
