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An Office of MetLife
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We focus in estate preservation and wealth and investment strategies |
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We provide more than 100 combined years of award-winning experience |
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We base our business model on insight, professionalism and integrity |
Wall Street Capitol is an innovative group of advisors prepared to offer financial strategies to individuals, professionals and business owners. Focusing on client relationships, we are well positioned to address the challenges of today’s rapidly changing financial landscape.
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Areas of Focus
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Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC) and a registered investment adviser. MLIC and MSI are MetLife companies. Five Star and MetLife are not affiliated. L0611190609[exp0712][NC,SC].
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 56,000 consumers) and registered financial services representatives (over 4,500 financial services professionals) to evaluate the approximately 8,500 wealth managers in the Charlotte area (includes Cabarrus, Gaston, Union, Lincoln and Mecklenburg counties in the state of North Carolina). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Charlotte area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• 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 Charlotte magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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