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9 Atlanta Financial Advisors Named 2022 Five Star Wealth Managers

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Wealth Enhancement Group has announced that nine financial advisors from their Atlanta offices received the 2022 Five Star Wealth Manager award.*

Five Star Professional conducts thorough research to help consumers with the decision of 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 Atlanta Magazine to honor these professionals and recognize their achievements.

Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “Congratulations to the 2022 Five Star Wealth Manager award recipients from our offices in the Atlanta area. I would like to commend them on their commitment to excellence as well as recognize the teams that work alongside these advisors each day.”

2022 Atlanta Five Star Wealth Manager award recipients are:

·        Craig Belisle, 10-year winner (2013-2022)

·        John Ellard, five-year winner (2017-2019, 2021-2022)

·        David Geller, eight-year winner (2014-2019, 2021-2022)

·        Tiffany Geyer Rosetti, three-year winner (2019, 2021-2022)

·        Steve Petcovic, three-year winner (2015-2016, 2022)

·        Evan Quinn, two-year winner (2021-2022)

·        Mike Ross, 11-year winner (2012-2022)

·        John Steele, one-year winner (2022)

·        Bryan Walls, three-year winner (2019, 2021-2022)

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 3,285 award candidates in the Atlanta area were considered for the Five Star Wealth Manager award, only 8% of the award candidates were named 2022 Five Star Wealth Managers.

This award was issued on September 1, 2022 by Five Star Professional for the time period of December 13, 2021 through June 10, 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:

Maggie Habashy, Director of Communications and Brand, Wealth Enhancement Group

(763) 401-5396

mhabashy@wealthenhancement.com

*Awarded 9/01/22 for the period of 12/13/21 - 6/10/22. Awarded 9/01/21 for the period of 11/30/20 - 6/25/21. Awarded 9/01/20 for the period of 12/23/19 - 7/10/20. Awarded 9/01/19 for the period of 12/10/18 - 7/23/19. Awarded 9/01/18 for the period of 12/29/17 - 7/24/18. Awarded 9/01/17 for the period of 12/30/16 - 7/14/17. Awarded 8/01/16 for the period of 2/04/15 - 7/22/16. Awarded 9/01/15 for the period of 2/04/15 - 7/22/15. Awarded 9/01/14 for the period of 2/04/14 - 7/22/14. Awarded 9/01/13 for the period of 2/04/13 - 7/22/13. Awarded 9/01/12 for the period of 2/04/12 - 7/22/12.

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