Hefren-Tillotson, Inc., one of Western Pennsylvanias largest investment advisory and financial planning firms, has announced that 51 financial advisors have received recognition as a 2016 Five Star Wealth Manager.
Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Candidates for the Five Star Wealth Manager Award are evaluated through a rigorous research process, which takes into consideration advisor credentials, regulatory, disciplinary and compliance history, client acceptance and retention, education and professional designations and, above all, consumer feedback. Research is conducted in 45 markets in the U.S. and Canada.
The poll indicates that Five Star Wealth Managers are a select group, representing less than seven percent of the wealth managers in the Pittsburgh region.
“We are pleased to have fifty of our financial advisors in Western Pennsylvania receive the 2016 Wealth Manager award,” said Kim Tillotson Fleming, Chief Executive Officer of Hefren-Tillotson. “All of our advisors work hard to mirror our company values and create close partnerships with our clients.
“I believe that is reflected in our client retention and in the number of advisors who made this prestigious list.”
Hefren-Tillotson wealth manager awardees are: David Alderson, John Mackie, Adam Davidson, Alphonse Weber, Belynda Slaugenhaupt, Bradley Dishart, Christine Farrell, David Pifer, Frederick Clerici, Gregory Farrell, Jay Simon, John Chamberland, John Reba, Kurt Carlson, Raymond Ballantine, Robert Rodgers, William Mancino, Kim Tillotson Fleming, James Sadowski, Paul Kostyak, Andrew Patterson, Bernard Dougherty, James Beck, Jayme T. Meredith, Jason Harrison, Maryann Siebert, Melissa OMalley, Robert Kerber, Ryan Larkin, Andrew C. Aufderheide, Daniel Richmond, Joseph Grunwald, Nathan Kauffman, Patricia John, Tyler Vallano, Craig McRoberts, Ben Montgomery, Brian Knapp, Erik Lenyk, Kenny McGee, Lyric Schnur, Margaret Kanaan, Alfred Vallano, Jack Ellenberger, Matthew Snider, Elisa Cavalier, Brandon Hook, Samuel Dippold, Jason Hitchman, Rachel Abu Hawili, and Dustin Thompson
Eligibility and evaluation criteria includes years credentialed as an investment advisory representative, favorable regulatory history, client retention rates, education and professional designations.
Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN for individuals and businesses. The firms wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFAs. Hefren-Tillotson offers corporate services including 401 (k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, South Hills, and Wexford.
About Five Star Professional
Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with consumers, and industry peers and leaders, to identify service professionals who score highest in overall satisfaction. Award candidates also undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and now, Canada. Five Star Professional was founded in 2005 and is based in Minneapolis. For more information, go to: www.fivestarprofessional.com.