Ten Five Star Wealth Managers You Need to Know
The Wall Street Journal - December 2015
Meet these South Atlantic Award Winners.
You work hard and want your money to work hard for you with solid investments and financial strategies that fit your family and your situation. These days, finding the right wealth manager is an integral part of one's financial freedom and well-being. But where should you turn to find the advisor who can start working for you?
Five Start Professional employed a rigorous research process to identify the Five Star Wealth Manager award winners in he South Atlantic area. Award-winning professionals were carefully selected from among thousands of wealth managers for their knowledge, service and experience.
Winners featured here represent some of the area's most dedicated wealth managers, each committed to pursuing professionals excellence and providing exceptional service to their clients.
Five Star Professional identified award candidates based on industry data and nominations received from industry firms and individuals in the South Atlantic (self-nominations are not accepted). Only candidates who satisfied 10 objective eligibility and evaluation criteria (providing quality services to clients such as credentials, experience, and assets under management among other factors) have been named Five Star Wealth Managers. The select list of 546 Atlanta Five Star Wealth Managers was announced in the October 2015 issue of Atlanta Magazine. Charlotte's 277 award-winning wealth managers were listed in the September 2015 issue of Charlotte magazine.
For the full list of Atlanta and Charlotte Five Star Wealth Managers and an overview of the research methodology visit fivestarprofessional.com.