Press Release

Jul 31, 2017

Janney Financial Advisors Recognized as Rising Stars on Forbes Millennial List

Three Janney Montgomery Scott LLC Financial Advisors were recognized by Forbes magazine through their America’s Top 500 Next Generation Wealth Advisors, 2017 Award. They were recognized for their success as Financial Advisors and for putting their clients’ needs at the center of all that they do. This prestigious, national recognition was given to Janney’s Ryan Hamilton, Jeremy Lambert, and Eric Park Walker.

Forbes America’s Top 500 Next Generation Wealth Advisors, 2017 is powered by SHOOK Research, which created a ranking of top-notch millennials who are the next generation of advisors. Millennials were defined as those born in 1980 or after, who have built and now lead their own team, or who joined a team and are acting in an advisor role. This is the first time that Forbes released a ranking of millennial advisors. They received over 19,000 nominations for the award, which was narrowed down to more than 2,300 individuals who were considered. Ultimately, only 500 were chosen.

Janney’s Jerome F. Lombard, Jr., Executive Vice President, President, Private Client Group, said, “At Janney, we recruit the best of the best, so it’s no surprise that three of our young Financial Advisors are being recognized and commended by Forbes and SHOOK for being exceptional. These deserving recipients exemplify Janney’s values of driving results, exceeding expectations, keeping people at the center, and delivering with integrity.”

Read more about these rising stars at Janney below.

Ryan Hamilton, is a Financial Advisor with the Sargent Wealth Management in Yardley, PA. Ryan joined Janney in 2014, and is grateful to work with Peter H. Sargent, CFA, CFP™, Executive Vice President/ Wealth Management. He credits Peter for giving him the opportunity to work at Janney and to help grow the business. He said, “I wear many hats and it has been great. Pete is a leader and is one of the best. He built his business the right way, and I’m grateful that he’s given me a chance to be a part of the team and add value. He also allows me to prospect for myself, so someday I will be able to grow my own business.”

Ryan understands the hard work that it takes to be successful in the financial services industry, and is used to giving his all. Before he became a Financial Advisor, he received a football scholarship to Vanderbilt, where he was captain and starter for the University’s football team. After college, he played for the Philadelphia Eagles in several pre-season games until he became injured and began his career in financial services.

He was honored to be included in the Top 500 Next Generation Wealth Advisors ranking and said, “I’m familiar with SHOOK and their ratings. It’s not just numbers based, but it’s more qualitative, looking at candidates on a personal level and their approach with clients. It’s exciting to be recognized as a future leader. I’m learning from the best now and I’m happy to be considered as a rising star.”

Ryan and Peter joined Janney because of its client-centered culture. He said, “Janney has lived up to being supportive and client focused. They give us the tools and resources to be successful. It’s been a great experience for me to have so much flexibility and support.”

Jeremy Lambert is First Vice President, Wealth Management with the Chesapeake Wealth Advisors located in Greenville, DE. Jeremy, along with his partner Michael Porter, created Chesapeake Wealth Advisors in April, 2016. He said, “Everyone says they ‘put clients first’, but at Janney they actually mean it. It’s nice to be a part of a firm that wants to support its Financial Advisors. Janney’s support means that we can run our business as we see fit and I can focus on helping my clients.”

Jeremy was excited to receive the award, especially because the ranking looked beyond only financial measures and recognized individuals who go above and beyond for the clients they serve. This is his strong suit. Whether he’s collaborating with a client’s attorney and CPA to facilitate comprehensive estate planning, or educating a client about best financial practices of purchasing a new car – Jeremy prides himself on building relationships with his clients to help them take the necessary steps to work toward their financial goals.

“Our team is not only committed to our clients, but we are focused on supporting the community where we live and work,” said Jeremy. “This year, we volunteered at the Ronald McDonald House. We cooked food for 100 guests that were staying at the house, and had a cookout. Everyone was so grateful. It’s great to be a part of a team that gives back and works hard every day to put others first.”

Eric Park Walker, CFP™, is a Financial Advisor for the Shaffer Wealth Advisory Group in Washington D.C. The group is one of Janney’s most successful teams, and Eric is grateful to have the opportunity to be a part of it. He joined the group in April, 2015. Two years later, he continues to focus on business development and growing his own book of business.

On receiving the Forbes award, Eric said, “It’s nice to have good publicity and to be recognized. I hope that it leads to recognition for not only me, but of the team that I work with. I feel fortunate to be with Janney, and to be with a firm that has the foresight to create programs that recruit younger advisors.” Eric was recruited to Janney as part of the Rising Star Program, a transition program that recognizes successful, growth-oriented advisors who want to take their practice to the next level.

“I have resources at Janney that I never had before. There’s a strong culture here and we work together,” he said.

Eric stays active outside of work, and is focused on leading a healthy lifestyle and playing softball. He is also involved in the Special Olympics of D.C., where he helps plan the organization’s end of year gala, the non-profit’s largest annual fundraising event.

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