Awards
Ken Feiertag has been named to the 2022 Forbes list of Best-In-State Wealth Advisors for the second consecutive year. Ken shares this honor with the full team and congratulates them on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence you place in us each and every day.“Congratulations to Ken for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Ken represents the best of our industry,” said Jerry Lombard, President, Private Client Group.Ken, Executive Vice President/Investments, Financial Advisor and founding member of the Feiertag Financial Group of Janney Montgomery Scott LLC, is a member of Janney’s CEO Roundtable Club Level Financial Advisors and also on the Janney Financial Advisor Council, which honor the Firm’s most successful Financial Advisors. He attended the Delivering Solutions for Small Business Owners certification program through Janney University in conjunction with the Wharton School of Business. Ken received his bachelor of science in Business Administration with a minor in Economics from S.U.N.Y College at Fredonia, Fredonia, NY.Ken is a founding member of the Inner President Circle for the Treasure Coast Hospice, member of the Martin County Chamber of Commerce in Stuart, FL and supports the Council on Aging, the Briana Lawson Foundation, Casey’s Hope Foundation, Meals on Wheels, the Women’s Club of Stuart, Martin County Schools athletic programs, the Hanley Foundation, Heavenly Smiles Foundation, Friends In Pink, and Volunteers in Medicine.Developed by SHOOK Research, the Forbes Best-In-State Wealth Advisors rankings are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
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Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
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Florida Community Property Trust Act
As of July 1, 2021, the newly enacted Community Property Trust Act allows residents and nonresidents alike to establish a Florida community property trust. The tax law provides that residents of community property states receive a full basis step-up on their community property upon the death of the first member of a married couple to die.
Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor
Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor
Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor
Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Kenneth Feiertag, Executive Vice President/Investments, Financial Advisor has been named to the Forbes 2020 Best-In-State Wealth Advisors list.
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