Awards for Marmon Team

2023

Five Star Wealth Manager (2023)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23.

2022

Five Star Wealth Manager (2022)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 11/01/22 for the period of 2/28/22 - 11/01/22.

2021

Five Star Wealth Manager (2021)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 FIVE STAR Wealth Managers. Awarded 11/01/21 for the period of 2/15/21 - 11/01/21.

  1. Awarded 6/16/26 for the period June 2026–June 2027.
  2. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  3. Awarded 2/4/26 for the time period 9/30/24 to 9/30/25.
  4. Awarded 9/1/25 for the period 11/14/24 - 6/10/25.
  5. Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/2024 and 12/31/2023.
  6. Awarded on 11/1/24 for the period 2/13/24 - 8/30/24.
  7. Awarded for the period from June 2024-June 2025. Data used is from 12/31/2023 and 12/31/2022.
  8. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23.
  9. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 11/01/22 for the period of 2/28/22 - 11/01/22.
  10. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 FIVE STAR Wealth Managers. Awarded 11/01/21 for the period of 2/15/21 - 11/01/21.