Gary Melnick CLU, ChFC and Brian T. Rosenbaum, CFP® of Melnick Rosenbaum Wealth Management Honored With the 2015 Five Star Wealth Manager Award
Baltimore, MD (PRWEB) March 16, 2015 -- Five Star Professional is pleased to announce Gary Melnick CLU, ChFC and Brian T. Rosenbaum, CFP®, Melnick Rosenbaum Wealth Management, have been chosen as two of Baltimore’s Five Star Wealth Managers for 2015.
Five Star Professional partnered with Baltimore magazine to recognize a select group of Baltimore area wealth managers who provide quality services to their clients. Gary Melnick CLU, ChFC and Brian T. Rosenbaum, CFP® was featured, along with other award winners, in a special section of the February issue.
“Our experienced multi generational team considers the unique personality and goals of each client. Wanting to get to know our clients,their values and what they think about money allows us to create a customized plan to help achieve financial success. Our mission is to help clients make work optional. We are privileged to be part of this years prestigious list of award wining wealth managers,and dedicated to continuing serving our clients.” Gary Melnick CLU, ChFC of Melnick Rosenbaum Wealth Management.
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.
Five Star award winner profiles can be viewed here: Gary Melnick CLU, ChFC and Brian T. Rosenbaum, CFP®’
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.
Alicia Streiber, Five Star Professional, http://www.fivestarprofessional.com, +1 (651) 259-1965, [email protected]
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