Jerry Scheinker Among “Best of Best” Financial Advisors Attending Barron’s?Winner’s Circle Top Advisors?Summit
Exclusive Conference Hosts Wealth Management Leaders and Industry Decision Makers
Philadelphia, PA -- OCTOBER 27, 2008 - Jerry Scheinker, Executive Vice President/Wealth Management in the Baltimore office of Janney Montgomery Scott LLC, attended the fifth-annual Barron's Winner's Circle Top Advisors Summit, hosted by Barron's magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at JW Marriott Grande Lakes, September 23-25 in Orlando, Fla.
In addition to Scheinker were 91 of the Top 100 Financial Advisors in the U.S., as ranked and published in Barron's. These industry leaders conducted workshops and panels that explored current issues in wealth management - from efficient asset allocation and risk management, to evolving practice to better serve clients in volatile financial times.
"It was an honor to be a part of this event and to meet other professionals who share the same integrity and passion for this industry," said Scheinker. "Discussing best practices one-on-one with the top financial advisors across the country was a unique experience. It will be beneficial to bring these insights back to my firm and my clients."
Also in attendance were nearly 500 financial advisors who were selected by their firms to participate in the event. Firms sending attendees include: Deutsche Bank, LPL Financial, Janney Montgomery Scott, Merrill Lynch, Morgan Stanley Smith Barney, Robert W. Baird & Co., UBS Financial Services and Wells Fargo Advisors.
"The Summit has become a benchmark event for the financial-advisor community. This was an excellent opportunity to generate ideas to help advisors cope with the challenges in the market and the economy today," said Edwin Finn, president, Barron's magazine. "The top financial advisors came together with other industry leaders to share information and be proactive about finding solutions for their clients and for the industry overall."
With over 45 years experience in the financial services industry, Scheinker serves as Executive Vice President/Wealth Management, specializing in individual stocks, U.S. treasury bonds and tax-free alternative investments. Scheinker is a graduate of Mount Vernon School of Law and the Institute of Investment Banking at the Wharton School of Business at the University of Pennsylvania. Throughout his career he has been awarded with honors from various financial services firms and was named one of Barron's "Winner's Circle" Financial Advisors in 2006, 2007, 2008.
About Barron's
Barron's (www.barrons.com) is America's premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron's provides readers with a comprehensive review of the market's recent activity, coupled with in-depth, sophisticated reports on what's likely to happen in the market in the days and weeks to come. As a result, Barron's is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The "Barron's Top 100 Financial Advisors" is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in "best practices" of wealth management. Portfolio performance is not a factor.
About Janney Montgomery Scott LLC
Established in 1832, Janney Montgomery Scott LLC provides comprehensive financial advice and superior service to individual, corporate and institutional investors. A full-service, financial services firm, Janney is committed to providing our clients advice through a wealth management approach by focusing on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help meet their financial goals. Janney is equally committed to providing our corporate and institutional clients objective advice for the successful execution of their unique business plans. Janney provides advice and service to clients through a network of professionals in branch offices located along the entire east coast. Janney is an independently operated subsidiary of The Penn Mutual Life Insurance Company, the seventh largest mutual insurance company in the nation based on capital, and is a member of the New York Stock Exchange, Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.
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