I develop enduring relationships with my clients by providing professional guidance for a lifetime of financial independence
Fairfield, NJ (PRWEB) December 09, 2015
Five Star Professional is pleased to announce Frank Lepore, Bleakley Financial Group, has been chosen as one of New Jersey’s Five Star Wealth Managers for 2016.
Five Star Professional partnered with New Jersey Monthly to recognize a select group of New Jersey-area wealth managers who provide quality services to their clients. Frank Lepore is featured, along with other award winners, in a special section of the January issue.
“I am a financial advisor with Bleakley Financial Group, through which I offer access to investment and wealth management programs and services for my clients. I develop enduring relationships with my clients by providing professional guidance for a lifetime of financial independence,” says Frank.
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.
“This award validates all of my hard work for my clients and shows that I enjoy what I do every single day. My clients are the reason I work so hard day in and day out. They keep me motivated, and when I can help them, that is what makes me happy,” says Frank.
“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” stated Jonathan Wesser, Research Director, Five Star Professional.
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. 4,143 New Jersey wealth managers were considered for the award; 626 (16 percent of candidates) were named 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.