Annapolis, MD (PRWEB) March 25, 2014
Five Star Professional is pleased to announce Sherry A Saucerman, Private Wealth Partners, LLC, has been chosen as one of Baltimore’s 2014 Five Star Wealth Managers.
Five Star Professional partnered with Baltimore magazine to recognize select wealth managers who provide quality services to their clients. Sherry was featured, along with other winners, in a special section of the February issue.
“Sherry A. Saucerman is committed to putting the needs of her clients first and working to help them succeed financially. We at Private Wealth Partners, LLC are proud to work alongside her,” R. Douglas Wilson, Managing Principal
Sherry’s award profile can be viewed here.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.
Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1,484 Baltimore wealth managers were considered for the award; 395 (27% of candidates) were named Five Star Wealth Managers.
*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
Click here for research methodology information or visit http://www.fivestarprofessional.com.
About Wells Fargo Advisors Financial Network
For more than a decade, Wells Fargo Advisors Financial Network, the independent investment arm of Wells Fargo & Co, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what's right for clients. Wells Fargo Advisors Financial Network operates nationwide with, as of December 31, 2013, more than 1200 owners and advisors, in more than 550 practices. http://www.wfaFINET.com
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Private Wealth Partners, LLC is a separate entity from WFAFN.