Janney Montgomery Scott LLC, a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA today announced that Gerald Scheinker, Executive Vice President/Wealth Management and senior partner of Scheinker Investment Partners has been named to the 2016 “America’s Top Wealth Advisors” published by Forbes. This esteemed recognition was awarded to only 200 of America’s most successful financial advisors. With this recognition, Scheinker joins an elite group of advisors whose dedication to exceeding clients’ expectations sets the standard for excellence.
Scheinker, whose career spans 50 years with expertise primiarly in equity research and fixed income allocations, has been awarded with honors from various industry affiliates. He was named a Barron’s “Top Advisor” in 2006, 2007, 2008, 2009, 2011, 2012, 2013, 2014, 2015 and 2016 and a “Top 400 Financial Advisor” by Financial Times in 2013. A member of Janney’s premier CEO Roundtable, Scheinker is a graduate of Mount Vernon School of Law and the Institute of Investment Banking at the Wharton School at the University of Pennsylvania.
“We are pleased to congratulate Jerry for being included in this listing,” said Jerry Lombard, president of the firm’s Private Client Group. “Forbes is an excellent indicator of talent and for one of our advisors to be named, not only speaks to quality of advisors at our firm but, the excellent service our clients, who place their trust in use to manage their assets, can expect to receive.”
SHOOK scoured the financial services industry—banks, brokerages, custodians, insurance companies, clearing houses and others for nominations. SHOOK accepted advisors who met pre-determined minimum thresholds and acceptable compliance records. SHOOK received over 11,000 nominations and invited 4,000 of these nominees to complete an online survey. Unlike other advisor rankings, SHOOK is not a “robo-ranker”—numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research created rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both quantitative and qualitative factors, including telephone and in-person meetings, was imperative. For the full list and more, visit: www.forbes.com/top-wealth-advisors/.
