Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor, has been named to the Forbes 2023 Best-In-State Wealth Advisors list. “Congratulations to Scott on this recognition by Forbes,” said Kevin Reed, President of the firm’s Private Client Group." Scott sets the standard for his commitment to exceed their client expectations and delivering comprehensive advice to meet financial goals. We’re proud to have Scott 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.