Contact: Tom Hille, CFP®
Branch Manager, Ameriprise Financial
(262) 785-1010, [email protected]
BROOKFIELD, Wis. – Ten financial advisors with Ameriprise Financial in Brookfield have been named recipients of the 2014 Five Star Wealth Manager award by Five Star Professional. The award goes to less than seven percent of the wealth managers in the region based on research administered by Five Star Professional, a third party research firm.
Receiving the Five Star Wealth Management honor are first-year winners Katie Braun, Jeff Loiselle and Yvette Stewart, CRPC®; two-year winner Barb Donaldson, CRC®; three-year winners Bob DiDonato, CIMA® and Brian Faracy; and four-year winners Gary Dunco, CFA®, CFP®, CRPC®, APMA®, Tom Hille, CFP®, Christine King, CFP®, CRPC®, CDFA, and Sarah Oberhofer, MBA.
To receive the 2014 Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.
As financial advisors with Ameriprise Financial, these 10 professionals focus on helping their clients plan for their financial goals for a lifetime – through a personal long-term financial planning relationship. For more information, please contact Ameriprise Financial at 16650 W. Bluemound Road, Suite 800, Brookfield, or by phone at (262) 785-1010.