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What’s It Like to Be With Wells Fargo Advisors?
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Well, for us it’s a commitment. It’s about honoring our relationship with you and being fully invested in your success. It’s about being with you every step of the way — through every life event, every stage of the investment planning process, every triumph and every challenge. Our commitment to you will not change. That’s what it means to be with Wells Fargo Advisors. So, who are you with?
To talk with a financial advisor about getting started with your own personalized investment plan, call one of our local offices.
“Congratulations to our Five Star Wealth Managers — well done!” — Scott Lanham, Market Manager
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Areas of Focus
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 1211-2575 12/12].
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Baltimore area (includes Anne Arundel, Baltimore, Carroll, Harford and Howard counties in the state of Maryland; and Baltimore City in the state of Maryland) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 9,800 wealth managers in the area. 1,470 award candidates in the Baltimore area were considered for the award, of which 262 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• 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 Baltimore Magazine.
• 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: fivestarprofessional.com
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