Five Star Professional
Five Star Wealth Manager (2023)
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 the 2023 FIVE STAR Wealth Managers. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22.
Award recipients
Regional Vice President, Financial Advisor | Partner Programs
Director, Retirement Plan Consulting
AIF®, QKA®
Senior Vice President, Financial Advisor
Senior Vice President, Financial Advisor
J.D., PPC®
Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFA®
Senior Vice President, Financial Advisor
CFP®, CEPA®, AIF®
Regional Vice President, Financial Advisor | Partner Programs
CFP®
Senior Vice President, Financial Advisor
CFP®, CLU®, ChFEBC®, CLTC®, CMFA
Senior Vice President, Financial Advisor
CFP®
Team recipients
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Fulton Office Team
Fulton, MD