Charlotte, NC (PRWEB) January 09, 2015
Five Star Professional is pleased to announce Donna Rasile and James Reichard, GreerWalker Wealth Management, have been chosen as two of Charlotte’s Five Star Wealth Managers for 2014.
“We have a great team of knowledgeable dedicated professionals whose focus every day is on providing our clients with exceptional wealth management services,” stated James Reichard, Partner, GreerWalker Wealth Management.
“We are passionate about delivering exceptional client service. We take the time to get to know our clients; we listen and respond to their needs. Our goal is to implement customized strategies that help them achieve their life and financial goals,” stated Donna Rasile, Senior Wealth Manager, GreerWalker Wealth Management.
Five Star Professional partnered with Charlotte magazine to recognize a select group of Charlotte area wealth managers who provide quality services to their clients. Donna Rasile and James Reichard are featured, along with other award winners, in a special section of the September issue.
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.
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, candidates are 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.