As a Certified Financial Planner (CFP) professional, Sheila and her team, the Shaffer Wealth Advisors of Janney Montgomery Scott provide personalized comprehensive wealth management, asset management, and portfolio and investment solutions for affluent clients. Sheila has completed the Retirement Income Planning Certificate Program from the University of Pennsylvania Wharton School (2012), the Fundamentals of Sustainable and Responsible Investment course from the Center for Sustainable Investment Education of The Forum for Sustainable and Responsible (ESG) Investment (US SIF) (2014), and Delivering Solutions for Small Business Owners studies from the Aresty Institute of Executive Education Wharton Advance Planning Certificate Program at the Wharton School, University of Pennsylvania receiving a certificate of completion in 2014. In addition to her CFP, Sheila maintains Series 7, 8, 63, 65, and life insurance licenses. Sheila earned a Bachelor's Degree in Economics from Wake Forest University. Sheilas dedication to personalized financial advice across multi-generations is highlighted by her invitation to speak at the Securities Industry and Financial Markets Association (SIFMA) Conference in April 2014 regarding the financial needs of the Millennial Generation. You can contact Sheila at 202.955.4326 or For more information about Janney, please see Janneys Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.