Freestone congratulates the following advisors for their recognition as 2024 Five Star Wealth Manager award winners:
Andrew Erisman, CIMA®; Bobby Gentry, CFP®; Bob Mellon, CPWA®; Chris Odem, CIMA®; Christine Opp, CFA, CFP®; Jenna Brazile, CFP®; Matt Abrams, CFP®, CPWA®; Pete Forras, AWMA®; Peter Wicklund, CFA, CFP®; Robb Carter, CFA; Ross Rubinstein, CFP®; and Trevor Sharp, CIMA®.
This annual award celebrates advisors who provide quality service to their clients. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers. Factors considered include assets under management and client retention rate.
According to Five Star Professional, 3,339 Seattle-area wealth managers were considered for the award; 260 (8% of candidates) were named 2024 Five Star Wealth Managers. The Five Star Wealth Manager and Investment Professional awards are based on ten objective criteria. Please see the disclosures below for the complete list.
Important Disclosures: Five Star Professional Wealth Manager award was issued on 01/01/2024 for the time period 05/15/2023 through 11/30/2023. A self-completed questionnaire was used for rating purposes based on 10 objective eligibility and evaluation criteria. Of 3,339 Seattle-area wealth managers were considered for the award; 260 (8% of candidates) were named 2024 Five Star Wealth Managers. Wealth Managers do not pay a fee to be considered or included in the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance or quality of investment advice provided. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or its publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to https://fivestarprofessional.com/public/wmresearch.