Charlotte, NC (PRWEB) October 19, 2014
Five Star Professional is pleased to announce Ben Fletcher, CFP®, Vice-President, Investments Raymond James Member New York Stock Exchange/SIPC, has been chosen as one of Charlotte’ Five Star Wealth Managers for 2014.
Five Star Professional partnered with Charlotte magazine to recognize a select group of Charlotte area wealth managers who provide quality services to their clients. Ben Fletcher will be featured, along with other award winners, in a special section of the September issue.
“Designing and instituting a game plan with a rules-based process makes all the difference. My mission is to provide sound advice and leadership to help clients reach their goals and avoid making emotional decisions. To be named to this year's list of wealth managers is a great honor.” - Ben Fletcher, CFP®, Vice President, Investments of Raymond James Member New York Stock Exchange/SIPC.
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,” Jim Olson, CEO, Five Star Professional.
Ben Fletcher’s Five Star award profile can be viewed here.
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 ,visit http://www.fivestarprofessional.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Branch Address: 6805 Morrison Blvd., Ste 350, Charlotte, NC 28211
This award is bestowed by an independent third party organization not affiliated with Raymond James Member New York Stock Exchange/SIPC.