Gary S. Williams, CFP®, CRPC®, AIF® Recieves Baltimore Magazine's FIVE STAR Wealth Manager Award
Columbia, MD, February 09, 2011 --(PR.com)-- Williams Asset Management, one of the leading wealth management and investment firms, is pleased to announce that its President, Gary Williams, has been selected as a FIVE STAR Wealth Manager for 2011. His selection was announced in the February 2011 issue of Baltimore Magazine.
In conjunction with Crescendo Business Services, an independent research firm, Baltimore Magazine identified the “best in client satisfaction” in the Baltimore area. The independent firm surveyed, by mail and phone, over 99,000 high net-worth households and identified over 7,200 financial services professionals in the Baltimore area.
Managers were evaluated based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.
The resulting list of 2011 FIVE STAR Wealth managers is an elite group, representing less than 5 percent of the wealth managers in the Baltimore area. Please visit www.fivestarprofessional.com for more information.
“We are extremely pleased that Gary has earned this distinction,” said Mark Atkinson, the firm’s Vice President of Plan, we strive to provide the highest level of client satisfaction and this award confirms, from both our clients and peers, that we are achieving our mission.”
Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon the nine criteria listed above. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client’s evaluation. The award is not indicative of the wealth manager’s future performance.
Williams Asset Management is a privately-owned, independent firm providing wealth management, investment advisory and fiduciary services. The firm is located at 8850 Columbia 100 Parkway, Suite 204, Columbia, MD 21045. The financial professionals of Williams Asset Management are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through, Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For more information on Williams Asset Management, visit their website at www.WilliamsAssetManagement.com or call (410) 740-0220
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In conjunction with Crescendo Business Services, an independent research firm, Baltimore Magazine identified the “best in client satisfaction” in the Baltimore area. The independent firm surveyed, by mail and phone, over 99,000 high net-worth households and identified over 7,200 financial services professionals in the Baltimore area.
Managers were evaluated based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.
The resulting list of 2011 FIVE STAR Wealth managers is an elite group, representing less than 5 percent of the wealth managers in the Baltimore area. Please visit www.fivestarprofessional.com for more information.
“We are extremely pleased that Gary has earned this distinction,” said Mark Atkinson, the firm’s Vice President of Plan, we strive to provide the highest level of client satisfaction and this award confirms, from both our clients and peers, that we are achieving our mission.”
Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon the nine criteria listed above. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client’s evaluation. The award is not indicative of the wealth manager’s future performance.
Williams Asset Management is a privately-owned, independent firm providing wealth management, investment advisory and fiduciary services. The firm is located at 8850 Columbia 100 Parkway, Suite 204, Columbia, MD 21045. The financial professionals of Williams Asset Management are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through, Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For more information on Williams Asset Management, visit their website at www.WilliamsAssetManagement.com or call (410) 740-0220
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Contact
Williams Asset Management
Gary Williams, CFP®, CRPC®, AIF®
(410) 740-0220
www.WilliamsAssetManagement.com
Gary Williams, CFP®, CRPC®, AIF®
(410) 740-0220
www.WilliamsAssetManagement.com
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