Thank you to each of my clients for allowing me to be a part of your journey — I’m grateful for the opportunity to work with you.
Wilmington, DE (PRWEB) July 06, 2016
Five Star Professional is pleased to announce Kimberlee M. Orth, CFP®; Robert A. Damron; and Mary E. Reopell of Orth Financial Group, Ameriprise Financial Services Inc., have been chosen as three of Delaware’s Five Star Wealth Managers for 2016.
Five Star Professional partnered with Delaware Today to recognize a select group of Delaware-area wealth managers who provide quality services to their clients. Kimberlee M. Orth, CFP®; Robert A. Damron; and Mary E. Reopell are featured, along with other award winners, in a special section of the August issue.
“I got into this profession because I have a strong desire to help people identify and achieve their goals. It is extremely satisfying for me to see my clients realize a confident retirement,” says Kimberlee M. Orth, CFP®, of Orth Financial Group, Ameriprise Financial Services, Inc. “Thank you to each of my clients for allowing me to be a part of your journey — I’m grateful for the opportunity to work with you.”
The Five Star Wealth Manager award program is the largest and most widely published wealth manager 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.
“I entered this profession to help others. My passion is working one-to-one with individuals and families to support them with the various goals and objectives that they’ve set forth to accomplish. Building relationships, operating with integrity and excellence, being decisive, and providing security are some of the values that I strive to live and which clients leverage as I support them on their path toward financial success,” added Robert A. Damron of Orth Financial Group, Ameriprise Financial Services, Inc.
“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,” states Dan Zdon, CEO, Five Star Professional.
“I enjoy being able to guide people as they change their lives by making great decisions around their finances,” says Mary Reopell of Orth Financial Group, Ameriprise Financial Services, Inc. “My primary business goal is to help people focus on financial planning by looking at the full picture: from covering essentials, to ensuring lifestyle, to preparing for the unexpected, and to leaving a legacy.”
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. 359 Delaware wealth managers were considered for the award; 145 (41 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.