Untitled Document
We are proud to announce that Ann Sutherland-Auclair, AIF®, CLTC, has been named a 2012 FIVE STAR Wealth Manager for overall client satisfaction. Less than 3% of wealth managers in Rhode Island were named to this prestigious list. The awards were announced in the January 2012 RI Monthly magazine.
"This recognition is a testament to Ann's commitment to outstanding service and a relentless work ethic," said Wayne Bloom, CEO of Commonwealth Financial Network, Auclair & Auclair, LLP's independent broker dealer. "Ann truly understands client needs and we congratulate her on this outstanding achievement."
Nominees were selected by their firm and peers who satisfy objective eligibility and evaluation criteria associated with providing quality services to clients. The criteria include: active credentialed financial professional for a minimum of 5 years, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepting new clients; client retention rates, client assets administered, number of client households, education and professional designations. No fee is paid to be included in the research or on the final list. The award is not indicative of the wealth managers’ future performance. No more than 7 percent of the wealth managers in a market receive the Five Star award. For more information, please visit www.fivestarprofessional.com.
|
