Select group of 46 chosen by leading consumer study
PITTSBURGH Hefren-Tillotson, Inc., one of Western Pennsylvanias largest investment advisory and financial planning firms, has announced that 46 company advisors have received recognition as a 2014 Five Star Wealth Manager.
In a consumer study about the dynamics between wealth managers and their clients, Eagan, Minnesota-based Five Star Professional polled consumers who rated wealth managers who satisfied ten objective eligibility and evaluation criteria that are associated with quality client service.
The poll indicates that Five Star Wealth Managers are a select group, representing less than seven percent of the wealth managers in the Pittsburgh area.
We have built a reputation for providing trustworthy, well researched advice to our clients, said Kim Tillotson-Fleming, Chief Executive Officer of Hefren-Tillotson. The complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, guided by expert counsel and experience.
We appreciate the confidence clients and their families have shown in Hefren-Tillotson.
Hefren-Tillotson wealth manager awardees are: Craig Tillotson, David Alderson, John Mackie, Adam Davidson, Alphonse Weber, Belynda Slaugenhaupt, Bradley Dishart, Christine Farrell, David Pifer, Frederick Clerici, Gregory Farrell, Jay Simon, John Chamberland, John Reba, Kurt Carlson, Raymond Ballantine, Robert Rodgers, William Mancino, Kim Tillotson-Fleming, James Sadowski, Paul Kostyak, Andrew Patterson, Bernard Dougherty, James Beck, James G. Meredith, Jayme T. Meredith, Jason Harrison, Maryann Siebert, Melissa OMalley, Robert Kerber, Ryan Larkin, Andrew C. Aufderheide, Daniel Richmond, Joseph Grunwald, Nathan Kauffman, Patricia John, Tyler Vallano, Craig McRoberts, Ben Montgomery, Brian Knapp, Erik Lenyk, Kenny McGee, Lyric Schnur, William Wilson, Margaret Kanaan, Chad Restori, and Alfred Vallano.
Eligibility and evaluation criteria includes years credentialed as an investment advisory representative, favorable regulatory history, client retention rates, education and professional designations.
Hefren-Tillotson Inc., is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN for individuals and businesses. The firms wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFAs. Hefren-Tillotson offers corporate services including 401 (k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, South Hills, and Wexford.
About Five Star Professional
Founded in 2003, Five Star Professional conducts market-specific research to identify service professionals who provide quality services for their clients. For more information, go to www.fivestarprofessional.com.