We’re starting off 2023 strong with some great news: Six of JNBA’s senior advisory team members have received the 2023 Five Star Wealth Manager award for their advocacy to clients, colleagues, and community. While five JNBA advisors have received the award previously, we welcome another colleague to the list of 2023 recipients:
- Richard S. Brown, Chairman & Chief Executive Officer (nine-year winner)
- Michael Bilotta, ChFC®, CASL®, RICP®, Senior Advisor-Investment Strategist (11-year winner)
- John Foster, PPC®, Senior Advisor-Investment Strategist (11-year winner)
- Christopher Mastley, CFP®, Advisor (first-year winner)
- Patrick Moyneur, CFP®, Senior Advisor-Director of Advisory Services (11-year winner)
- Stephanie Rossi, CFP®, Senior Advisor (nine-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 Christopher, Stephanie, John, Mike, Pat, and Richard!
*As recognized by QMI Research and Crescendo Business Services (FIVE STAR) as seen in January 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2013, & 2012 issues of Twin Cities Business. 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.
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