Five Team Members Receive Five Star Wealth Management Award

We’re honored to share that JNBA’s senior advisory team members have received the Five Star Wealth Manager award for their advocacy to clients, colleagues, and community. The JNBA advisors who received the award include:

  • Richard S. Brown, Chairman & Chief Executive Officer (five-year winner)
  • John Foster, PPC™, Senior Advisor-Investment Strategist (seven-year winner)
  • Michael Bilotta, ChFC®, CASL®, RICP®, Senior Advisor-Investment Strategist (seven-year winner)
  • Stephanie Rossi, CFP®, Senior Advisor (five-year winner)
  • Patrick Moyneur, CFP®, Senior Advisor-Director of Advisory Services (seven-
    year winner)

The Five Star Wealth Manager award is presented to wealth managers who satisfy objective eligibility and evaluation criteria and undergo a thorough regulatory and compliance review.

There couldn’t be a more appropriate way to kick off our 40th anniversary than to have our senior advisory team members recognized as Five Star Wealth Managers. It’s especially apt because these five dedicated advisors and the rest of our team – past and present – are the reason JNBA has been able to deliver on our promise of always acting in our clients’ best interests for so many years. Our processes and technologies are important, but it’s our people and their commitment to our clients that have driven our success.

Congratulations to Richard, John, Mike, Stephanie, and Pat!

 

*As seen in the January 2019, 2018, 2017, 2016, 2015, 2013, 2012, 2011, & 2010 issues of Twin Cities Business. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA Financial Advisors, Inc. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of JNBA Financial Advisors, Inc. by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. JNBA’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any referenced ranking. Please see www. JNBA.com/disclosure for more information.

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, Inc.

Please see important disclosures information at www.jnba.com/disclosure