Wealth Enhancement Group has announced that 12 financial advisors from their Fulton, Maryland office received the 2023 Five Star Wealth Manager award.*
Five Star Professional conducts thorough research to help consumers with selecting a service professional in their area. The Five Star Wealth Manager award program is the most widely published and largest award program for the financial services industry in the U.S. They have partnered with Baltimore Magazine to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “Congratulations to the 2023 Five Star Wealth Manager award recipients located in our Fulton office. This recognition highlights each advisor’s commitment to demonstrating care for their clients. I would also like to applaud the team working alongside these advisors each day.”
2023 Maryland Five Star Wealth Manager award recipients are:
· Melinda Boyd, three-year winner (2021-2023)
· Bill Cannon, four-year winner (2020-2023)
· Robert Carson, 11-year winner (2013-2023)
· Chris Dionot, nine-year winner (2015-2023)
· Joe Evans, two-year winner (2022-2023)
· Jon Giordani, five-year winner (2019-2023)
· Robert Hewitt, five-year winner (2019-2023)
· Jared Knowles, four-year winner (2020-2023)
· Brian Kuhn, nine-year winner (2015-2023)
· Neal Seagle, 10-year winner (2014-2023)
· Peter Smith, six-year winner (2018-2023)
· Jonathan Wienecke, seven-year winner (2013-2017, 2019, 2023)
About the Research Process
Candidates for the award are judged on ten eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include industry credentials, experience and assets under management, number of households served, among other factors. While 2,126 award candidates in the Baltimore area were considered for the Five Star Wealth Manager award, only 12% of the award candidates were named 2023 Five Star Wealth Managers.
This award was issued on January 1, 2023 by Five Star Professional for the time period of April 18, 2022 through October 21, 2022. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan. The Five Star award is not indicative of a professional’s future performance and may not be representative of any one client’s experience.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based experience and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.
Contact information:
Joanna Ehresman, SVP, Corporate Communications & Advisor Enablement
jehresman@wealthenhancement.com
*Awarded 1/01/23 for the period of 4/18/22 - 10/21/22. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21. Awarded 1/01/21 for the period of 4/27/20 - 10/30/20. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19. Awarded 1/01/19 for the period of 4/19/18 - 11/07/18. Awarded 1/01/18 for the period of 4/21/17 - 11/06/17. Awarded 12/01/16 for the period of 3/26/16 - 11/11/16. Awarded 12/01/15 for the period of 6/16/15 - 11/09/15. Awarded 1/01/15 for the period of 6/16/14 - 11/09/14. Awarded 1/01/14 for the period of 6/16/13 - 11/09/13. Awarded 1/01/13 for the period of 6/16/12 - 11/09/12.