While I am going on my 25th year as a financial advisor the nature of the services I provide in the ever-changing world we live in keeps things as interesting today as it was 25 years ago.
Doylestown, PA (PRWEB) December 16, 2016
Dennis Cooney, CFP of Wells Fargo Advisors is featured in a special section of the December issue of Philadelphia magazine as a 2016 Five Star Wealth Manager award winner.
Five Star Professional partnered with Philadelphia magazine to identify and showcase an exclusive group of wealth managers who have demonstrated excellence in their field.
“The multiple year recognition from Philadelphia magazine speaks to the consistency of my practice. While I am going on my 25th year as a financial advisor the nature of the services I provide in the ever-changing world we live in keeps things as interesting today as it was 25 years ago,” said Dennis Cooney, CFP of Wells Fargo Advisors.
The 2016 Five Star Wealth Manager award winners have been carefully selected for their commitment to providing quality services to their clients. The award is based on an in-depth research process incorporating peer and firm feedback with objective criteria such as client retention rates, client assets administered, industry experience and regulatory and complaint history.
“I started my career out in Business Banking and saw a great need and lack of resources available for those seeking professional investment advice. I offer investment advisory, retirement planning and legacy planning to individuals and corporations. The ‘Envision’ process developed by Wells Fargo Advisors serves as the platform for my clients' success. The ‘goal-based guidance and sophisticated statistical modeling’ not only helps my clients achieve their goals, but also lets them relax and enjoy the journey! As a1985 graduate of Penn State University, I hold a B.S. in Finance. After beginning my career in commercial banking, I became a full-time investment advisor in 1992, earned my CIMA designation in 1995 and CFP (Certified Financial Planner™) in 2004,” said Dennis Cooney, CFP.
“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,” stated Dan Zdon, CEO, Five Star Professional.
“I love meeting new people over breakfast or a cup of coffee. Don't hesitate to reach out to me via email or phone call for a chat. If it involves your well-being, comfort level in the future being bright, or any issue where a second opinion might help I want to continue to be the go to professional for you and your family,” said Dennis Cooney, CFP.
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. 2,677 Philadelphia wealth managers were considered for the award; 557 (25 percent of candidates) were named 2016 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.
For research methodology information visit http://www.fivestarprofessional.com.