Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve, said Jim Olson, CEO
Tavares, FL (PRWEB) June 11, 2014
Five Star Professional is pleased to announce Thomas H. Ruggie, ChFC®, CFP®, Ruggie Wealth Management, has been chosen as one of Orlando’s Five Star Wealth Managers for 2014.
Five Star Professional partnered with Orlando magazine to recognize a select group of Orlando area wealth managers who provide quality services to their clients. Ruggie will be featured, along with other award winners, in a special section of the May issue.
“The demand for independent wealth advisors who act in their clients’ best interest continues to increase. More and more people are telling us our business model, processes and exceptional service are exactly what they’re looking for, and we believe they’re what continue to earn us national attention,” said Ruggie.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve,” said Jim Olson, CEO, Five Star Professional.
About the research process:
Now entering its 12th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals.
Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including; client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.
Self nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. Click here for detailed information on the Five Star Wealth Manager research methodology or visit http://www.fivestarprofessional.com.