As we turn the page to 2021, we’re happy to begin the new year with some good news: Five of JNBA’s senior advisory team members have received the 2021 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 (seven-year winner)
- Michael Bilotta, ChFC®, CASL®, RICP®, Senior Advisor-Investment Strategist (nine-year winner)
- John Foster, PPC®, Senior Advisor-Investment Strategist (nine-year winner)
- Patrick Moyneur, CFP®, Senior Advisor-Director of Advisory Services (nine-year winner)
- Stephanie Rossi, CFP®, Senior Advisor (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.
Congratulations to Stephanie, Pat, John, Mike and Richard!
*As seen in the January 2021, 2020, 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, LLC. 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.
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, LLC.
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