Cary, NC (PRWEB) July 02, 2014
Five Star Professional is pleased to announce Mike Molitoris, Flagship Wealth Management Group, has been chosen as one of Carolinas’ Five Star Wealth Managers for 2014.
Five Star Professional partnered with Wall Street Journal Digital Network to recognize a select group of the Carolinas wealth managers who provide quality services to their clients. Mike Molitoris was featured, along with other award winners, in a special section of the March issue.
“It is humbling to be included in this year's list of prestigious wealth managers. I take great pride in establishing relationships with clients and focusing on their goals rather than the size of their accounts,” said Mike Molitoris of Flagship Wealth Management Group.
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. For detailed information on the Five Star Wealth Manager research methodology or visit http://www.fivestarprofessional.com.
Securities offered through LPL Financial, Member FINRA/SIPC.