Press Release

Dec 27, 2018

The National Association of Plan Advisors (NAPA) Names Four Janney Teams to its Top DC Advisor Team List




PHILADELPHIA, PA – December 31, 2018 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, capital markets, and asset management firm headquartered in Philadelphia, PA, had four teams named to NAPA’s Top Defined Contribution (DC) Advisor Teams.

This prestigious list included:
  • CSG Capital Partners, Washington DC
  • Forrester Wealth Advisors, Washington DC
  • Tower Circle Partners, Franklin, TN
  • S.C. Asset Advisors, Columbia, SC
“It’s exciting that four of our Janney advisor teams have been recognized by NAPA,” said Martin Schamis, CFP®, Head of Wealth Planning. “Helping our clients achieve a successful retirement through financial planning is one of Janney’s primary goals, so I’m proud to see these teams going above and beyond with such a dedicated client focus.”

The NAPA list is a compilation of leading individual advisor firms and teams that are ranked by DC assets under advisement, and includes more than 1,200 financial advisors. This year’s list covers financial advisors with nearly $2 trillion in AUA and 187,000 retirement plans that are being supported.

“It is very gratifying to have our commitment to servicing qualified plans recognized once again by NAPA,” said W.G. Simms Oliphant, Jr., CRPC®, Senior Vice President / Wealth Management, S.C. Asset Advisors. “NAPA is the recognized industry organization, so it’s an honor.”

This is the second year that NAPA has published the list of top defined contribution advisor firms. NAPA is an affiliate organization of the American Retirement Association, and was created by and for retirement plan advisors.

Murray Carter, AWMA®, CFP®, AIF®, Executive Vice President / Wealth Management, Financial Advisor, CSG Capital Partners said, “It’s a great honor for my team to receive this award. For me, it’s very meaningful that we are being recognized as a team and not only as individuals. My practice wouldn’t be where it is today without the hard work and support of the team. Being recognized is really an honor!”

The list of Top DC Advisor Teams will be included in the winter edition of NAPA’s Net the Magazine and honorees will be acknowledged at NAPA’s 401(k) Summit in April in Las Vegas. Visit the website to see the full list of recipients.

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