Page 132 - Forbes - USA (December 2019)

PROMOTION

FIVE STAR AWARD WINNERS YOU NEED TO KNOW

FIVE STAR WEALTH MANAGERS FIVE STAR INVESTMENT PROFESSIONALS

You work hard and want your money to work hard for you! You’re likely FIVE STAR WEALTH MANAGER CRITERIA
seeking solid investments and financial strategies that fit your family
Award candidates who satisfied 10 objective eligibility and evaluation criteria were named 2019
and your situation. These days, finding the right wealth manager is an Five Star Wealth Managers. Eligibility Criteria – Required: 1. Credentialed as a registered investment
integral part of securing one’s financial freedom and well-being. But adviser or a registered investment adviser representative. 2. Actively employed as a credentialed
where should you turn to find the adviser who can start working for you? professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and
complaint history review. 4. Fulfilled their firm review based on internal firm standards. 5. Accepting
Five Star Professional employed a rigorous research process to identify
new clients. Evaluation Criteria – Considered: 6. One-year client retention rate. 7. Five-year client
Five Star Wealth Manager and Five Star Investment Professional award winners in cities across the U.S. retention rate. 8. Non-institutional discretionary and/or non-discretionary client assets administered.
Award-winning professionals were carefully selected from among thousands of wealth managers for their 9. Number of client households served. 10. Education and professional designations.
knowledge, service and experience (see list and disclosure for full list of cities covered).
FIVE STAR INVESTMENT PROFESSIONAL CRITERIA
Winners featured here represent some of the most dedicated financial professionals, each committed to pursuing
The investment professional award goes to estate planning attorneys, insurance agents and select others
professional excellence and providing exceptional service to their clients.
in the financial industry. Eligibility Criteria – Required: 1.Credentialed with appropriate state or industry
Five Star Professional identified award candidates based on industry data and nominations received from licensures. 2. Actively employed as a credentialed professional in the financial services industry for a
industry firms and individuals (self-nominations are not accepted). Only candidates who satisfied 10 objective minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients.
Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate.
eligibility and evaluation criteria have been named Five Star Wealth Managers or Five Star Investment
7. Number of client households served. 8. Recent personal production and performance (industry specific
Professionals. For the full lists of Five Star award winners and an overview of the research methodology, visit
criteria). 9. Education and professional designations/industry and board certifications. 10. Pro Bono and
fivestarprofessional.com.
community service work.

Elizabeth Wilder
CFP®, Vice President, Lic. 5305562 David Boothe

Elizabeth, a 14-year veteran of the securities business, has built a reputation 6;.;06.9 1C6@<? !60
for providing trustworthy, well-researched, practical advice to her clients.
The Wilder Group, LLC listens and demonstrates a complete understanding David got his start in financial services in 1993

of its clients’ specific situations and needs. With this information, we

2 work closely with each client to establish and achieve lifelong goals. 8 and has been a full-service financial advisor
YEAR YEAR for 20 years. He has helped guide his clients
WINNER The daughter-father team has over 40 years’ experience servicing clients. WINNER
Left to right: Carol Dill, Executive Assistant; through challenging markets to help them
∙ Works with retirees, professionals and ambitious millennials

Eight-year winner David F. Boothe, achieve their retirement and financial goals.
∙ Builds trust through exceptional client service — when you call, we answer President, Chief Compliance Officer;

∙ Customized portfolios designed by The Wilder Group, LLC, not a computer program Anna C. Hibbitt, Chief Operating Officer <<A52 ;C2@A:2;A ?<B= ;0 H ;C2@A:2;A
Services”) is a registered investment adviser offering

advisory services in the State(s) of DE, FL, MD, NC,

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B.I.G. Investment Services PA, TX, VA and in other jurisdictions where exempted.
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training. All investing involves risk, including the potential
Elizabeth Wilder Richardson is an Investment Advisory Representative. Securities and advisory services offered %5<;2

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through American Wealth Management, Inc (AWM), member FINRA/SIPC. www.abigplan.com investment plan or strategy will be successful.
Wealth Manager Award Winner Wealth Manager Award Winner
Paul Gassel Andy Evans
Managing Partner, Certified Fund Specialist®, Accredited Investment Fiduciary® Director, Lic. 1940274
∙ Comprehensive wealth ∙ Investment advisory ∙ Retirement planning
management ∙ Risk management ∙ Estate planning
Paul Gassel is both a financial advisor and the managing partner of ∙ Investments
WWM Investments, LLC, serving his clients since 1995. Paul assists Our role is to always act in the best interest of our clients. We run
8 8
YEAR with the accumulation and protection of personal wealth tailored YEAR a boutique wealth management practice in Plano, Texas with over
WINNER WINNER
to meet the complex and rapidly evolving financial markets. Evans Hawkins 60 years of combined experience using one of the largest and most
Planning Today He works to continuously enhance his reputation for accessibility, Darden Wealth secure clearinghouses to help manage our clients’ business. Our goal
for Tomorrow professionalism, performance and the depth and quality of his Partners is to help families grow and manage their wealth with confidence.
long-lasting, consultative relationships with clients. 2012 – 2019 Five Star Wealth Manager.

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Securities, investment advisory and financial planning services offered through MML Investors Services, LLC. Member SIPC. Investments products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member

WWM Investments, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. SIPC. Evans Hawkins Darden Wealth Partners is a separate entity from WFAFN. CAR 0919-01977.
Wealth Manager Award Winner Wealth Manager Award Winner

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