Awards for Adria Meehan Siewert

2019

Five Star Wealth Manager (2019)

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 2019 FIVE STAR Wealth Managers. Awarded 11/01/19 for the period of 2/18/19 - 11/01/19.

  1. Awarded 6/17/26 for the ranking year 2026.
  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 on 6/9/2025: Recognized among InvestmentNews’ Best Independent Advisors.
  5. Awarded July 2024 for the ranking year.
  6. 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 2019 FIVE STAR Wealth Managers. Awarded 11/01/19 for the period of 2/18/19 - 11/01/19.