Senior Vice President, Financial Advisor
ChFC
Five Star Professional
Five Star Wealth Manager (2023)
Awarded 9/1/23 for the period 11/14/22 through 5/31/23.
Award recipients
Senior Vice President, Financial Advisor
CFP®, CLU®, CEPA®, CPWA®
Senior Vice President, Financial Advisor
BFA™, AEP®, CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
ChFC®, ChSNC®, CFP®
Senior Vice President, Financial Advisor
Senior Vice President, Financial Advisor
CFP®, CRPC®, EA
Senior Vice President, Financial Advisor
RICP®, AIF®
Senior Vice President, Financial Advisor
CFP®, BFA
Senior Vice President, Financial Advisor and Director of Investments
CFA®, CFP®
Team recipients
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Koenig Team
Burnsville, MN
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MACRO Team
Parsippany, NJ
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Main Line Team
West Conshohocken, PA
-
Mullin Team
Malvern, PA
-
Petcovic Team
Alpharetta, GA
-
Sandy Springs Team
Atlanta, GA
Press releases
8 Atlanta Financial Advisors Named 2023 Five-Star Wealth Managers
Jeff Dekko
Sep 1, 2023
10 New Jersey Financial Advisors Named 2023 Five Star Wealth Managers
Mark Cortazzo
Jan 5, 2023