Feb 23, 2019 · Thought Pieces · 2 min read · Thomas Graffeo
2019 Wealth Advisor Award
There are times when you just have to drop everything you’re doing and share good news. This is one of those times.
There are times when you just have to drop everything you’re doing and share good news. This is one of those times.
I am pleased to announce we have earned the 2019 Five Star Wealth Manager Award.
We were previously awarded this distinction in 2016 and 2018 as well. The Five Star Wealth Manager Award involves a selective process that is multi-faceted and comprehensive as illustrated by the picture below.
The award is 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.
As you can see above, only 7% of candidates in our area were selected for the Five Star Wealth Manager Award. All this is to say, we are proud and grateful to be members of such a distinguished group.
Receiving this recognition for a third time is a great honor and a reminder of how we are blessed. It goes without saying, but I am going to say it anyway, this award would not be possible without the help and support of the Dove team, and most importantly you, our client. Thank you for giving us the opportunity to serve you. If you know anyone that would benefit from working with us, please let us know. There is no greater compliment than the referral of a friend or family member. We will always endeavor to provide you, and them, the best service and experience possible.
Award 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 2016, 2018 & 2019 Five Star Wealth Managers.
Tracking 1-827661
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