Five Star Professional Five Star Wealth Managers
Kimberly A. Cox and Brian L. Mackin were recognized as Five Star Wealth Managers by Five Star Professional* in October 2019.
*Five Star Professional: Five Star Wealth Managers
The Five Star Professional award program, managed by fivestarprofessional.com, conducts market-specific research throughout the U.S. and Canada to select reputable, specialized, and honest service professionals. Required eligibility criteria: (1) Credentialed as an investment advisory representative or a registered investment advisor; (2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (3) Favorable regulatory and compliant history review; (4) Fulfilled their firm review based on internal firm standards; (5) Accepting new clients. Considered eligibility criteria: (1) One-year client retention rate; (2) Five-year client retention rate; (3) Non-institutional discretionary and/or non-discretionary client assets administered; (4) Number of client households served; (5) Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.