A Decade of Recognition: Five Star Wealth Manager Award

Once again this year, five of JNBA’s senior advisory team members have received the Five Star Wealth Manager award based on 10 objective eligibility and evaluation criteria including client retention and a regulatory review. According to Five Star Professionals, the program’s objective is to recognize wealth management professionals who “show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice.” We’re extremely proud of our team, and we’re celebrating a particularly meaningful milestone: three of them are being recognized for the 10th straight year.

 

The JNBA advisors who received the award include:

  • Michael Bilotta, ChFC®, CASL®, RICP®, Senior Advisor-Investment Strategist (10-year winner)
  • John Foster, PPC®, Senior Advisor-Investment Strategist (10-year winner)
  • Richard S. Brown, Chairman & Chief Executive Officer (eight-year winner)
  • Patrick Moyneur, CFP®, Senior Advisor-Director of Advisory Services (10-year winner)
  • Stephanie Rossi, CFP®, Senior Advisor (eight-year winner)

The fact that these five advisors have been named Five Star Wealth Managers for their work with JNBA clients for many years isn’t lost on us. Their long tenures at JNBA are an exception to the norm in the wealth management industry: Richard has been at JNBA for more than 26 years, Mike for more than 25, Pat for more than 21, John for more than 14, and Stephanie for almost 10. Combined, that’s nearly a century!

JNBA continues to be hyper-focused on creating and maintaining a culture that our multigenerational team wants to stay a part of, so the individuals and families we work with find value in the benefits associated with long-term relationships. In fact, our firm was recognized as a 2021 Best Place to Work by Mpls./St. Paul Business Journal.

By committing to a client-focused team approach and ensuring our team is happy both professionally and personally, JNBA provides what some other firms can’t: an opportunity to walk with you through all of life’s challenges and events and be an important – and long-term – part of your financial life story.

Congratulations to Stephanie, Pat, John, Mike, and Richard, and thank you for your ongoing commitment to your clients, colleagues, and community!

 

 

*As recognized by QMI Research and Crescendo Business Services (FIVE STAR) as seen in January 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2013, & 2012 issues of Twin Cities Business. As seen in the 8/10/21 issue of Minneapolis-St. Paul Business Journal. Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, JNBA did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of JNBA by any of its clients. ANY QUESTIONS: JNBA’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected 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.

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

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