Five Star award winner Lori L. Johndrow

PROFESSIONAL PROFILE

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Lori L. Johndrow

Financial Advisor

Johndrow Wealth Management, LLC

2 Bridgewater Rd Ste 101

Farmington, CT 6032

Office: 860-470-7424

Cell: 860-212-6331

lori@johndrowwealth.com
www.johndrowwealth.com

Professional Approach

Over the past 35 years, her career evolved, as did the industry. Lori is passionate about empowering others with a sense of financial literacy. Her curiosity led her to continue to build on her knowledge, acquiring the certifications necessary to establish herself in finance. This was a natural progression from her background in life insurance, where she had met with success and established a large client base, particularly from Aetna.

Lori values education for herself, her team and her clients. She has organized and presented hundreds of financial education seminars across the country at major corporations and universities, including a series of presentations designed to help women create and manage wealth. Inspired and energized by the prospect of helping others in a profound and tangible manner, Lori continues to add to her knowledge of finance and recently acquired her Retirement Income Certified Professional® and Accredited Investment Fiduciary® designations.

The number one concern of retirees is running out of money. As we all live longer, it becomes possible we may spend more years in retirement than we have spent working. Because of this, Lori became a Retirement Income Certified Professional® through a 2- year course focused entirely on creating lasting wealth for a lifetime. Income streams that won’t stop and assets that won’t be depleted over your lifetime are essential to ensuring you have the retirement of your dreams.

See Accomplishments

This award was issued on 11/1/19 by Five Star Professional (FSP) for the time period 02/18/2019 through 09/27/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3147 Connecticut-area wealth managers were considered for the award; 289 (9% of candidates) were named 2019 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2018: 3178, 293, 9%, 11/1/18, 2/15/18 - 9/21/18; 2017: 2218, 283, 13%, 11/1/17, 2/15/17 - 9/11/17; 2016: 1985, 417, 21%, 10/1/16, 3/25/16 - 9/28/16; 2015: 2398, 468, 20%, 11/1/15, 3/16/15 - 9/10/15; 2014: 3926, 515, 13%, 11/1/14, 3/16/13 - 9/10/13; 2013: 2263, 531, 23%, 11/1/13, 3/16/12 - 9/10/12; 2012: 2204, 503, 23%, 11/1/12, 3/16/11 - 9/10/11.

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This communication strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, MI, NC, NY, PA, RI, TX, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The 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 clients' 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 FSP or this 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 FSP in the future. Visit www.fivestarprofessional.com.