Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
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Insurance<br />
Gary Raab · Nye Financial Group<br />
Investments<br />
Lorraine Albino-Hinkley · Primerica<br />
Financial Services<br />
Carlos Amaris · Merrill Lynch<br />
Russell Andersen · Northern Trust Securities<br />
Pat Antonetti · Antonetti Capital<br />
Management<br />
Richard Beebe · MWM Investment<br />
Consulting<br />
Matthew Caras · Wells Fargo Advisors, LLC<br />
Nicholas Carr · Merrill Lynch<br />
James Carroll · Financial Advisors of<br />
Southwest Florida<br />
Robert Carter · Oppenheimer & Company<br />
Karen Chancy · SLC Investment<br />
Management Group/Morgan Keegan<br />
Walter John Chesney · Morgan Keegan &<br />
Company<br />
John Cimino · Covenant Capital<br />
Management<br />
Andrew Clarke · Edward Jones<br />
Stefan Contorno · Merrill Lynch<br />
Steven Coplin · Morgan Stanley Smith<br />
Barney Page 7<br />
Lindsay Corbin · Merrill Lynch<br />
Gary Crisci · Merrill Lynch<br />
Gayle DeHaan-Garland · Ameriprise<br />
Financial Services, Inc.<br />
Carl DePasquale · Morgan Keegan &<br />
Company<br />
John Mark DeSarno · MetLife<br />
Frank Durand · Wells Fargo Advisors<br />
Financial Network, LLC<br />
James Eastman · Westport Resources<br />
Investment Services Page 13<br />
Robert Edwards · Wells Fargo Advisors,<br />
LLC Page 5<br />
Pasquale Evangelista · Raymond James &<br />
Associates<br />
Special advertiSing Section<br />
Award winners listed by primary services and listed alphabetically by last name.<br />
Carl Fazio, Jr. · Ameriprise Financial<br />
Services, Inc. Page 10<br />
Michael Feldman · Private Capital<br />
Management<br />
Erik Heben · Private <strong>Wealth</strong> Consultants<br />
Bob Hodges · Capital Guardian <strong>Wealth</strong><br />
Management<br />
Keith Jacoby · Wells Fargo Advisors, LLC<br />
Patrick King · Raymond James Financial<br />
Services<br />
Mark Koestner · Wells Fargo Advisors, LLC<br />
Shawn Kolar · Wells Fargo Advisors, LLC<br />
J. Eric Konuk · Private <strong>Wealth</strong> Management<br />
Bart Lewis · SLC Investment Management<br />
Group/Morgan Keegan<br />
Gary Lind · The Northern Trust Company<br />
JD Loden · JD Loden <strong>Wealth</strong><br />
Management Page 12<br />
Paul LoPresti · Wells Fargo Advisors, LLC<br />
William LoPresti · Wells Fargo Advisors,<br />
LLC<br />
David Maggio · SunTrust Investment<br />
Services<br />
Matthew Mathias · MWM Investment<br />
Consulting<br />
Kurt Maurillo · Wells Fargo Advisors, LLC<br />
Robert McLendon · Merrill Lynch<br />
Lance McMurry · Merrill Lynch<br />
Larry Medley · Wells Fargo Advisors, LLC<br />
Steven Merkel · Piedmont Investment<br />
Advisors<br />
Douglas Newell · Merrill Lynch<br />
James Nolte · Wells Fargo Advisors, LLC<br />
Jay Olson · Raymond James Financial<br />
Services<br />
Gary Ozak · Edward Jones<br />
Christopher Payson · Morgan Keegan &<br />
Company Page 14<br />
Dennis Pearlman · Case Pearlman<br />
Retirement Plan Advisors<br />
of<br />
r Professi<br />
e <strong>Star</strong> <strong>Professional</strong><br />
Michael Prioletti · Robert W. Baird &<br />
Company<br />
Karon Rathgeber · Wells Fargo Advisors,<br />
LLC<br />
Marc Reisman · Mills-Price & Associates<br />
Ronald Rutherford · Rutherford Asset<br />
Planning<br />
Suzzette Rutherford · Rutherford Asset<br />
Planning<br />
Jon Skaff · SunTrust Investment Services<br />
Page 9<br />
Stephen Spahr · Morgan Keegan & Company<br />
Lee Spielman · SLC Investment Management<br />
Group/Morgan Keegan<br />
Ann Stickford · Wells Fargo Advisors, LLC<br />
Greg Stoia · Stoia Financial<br />
Matt Stratton · Charles Schwab<br />
Dennis Sullivan · Morgan Keegan &<br />
Company<br />
Richard Taylor · Merrill Lynch<br />
William Valenti · Florida Gulf Investments<br />
John Van Veen · Northern Trust Securities<br />
A. Brent Wauterlek · HBK Sorce Advisory<br />
Charles Weinrich · SunTrust Private <strong>Wealth</strong><br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Taxation<br />
Michael Briers · Briers, CPA Page 14<br />
Brigid Soldavini Clapper · Soldavini &<br />
Caldwell, CPA<br />
Sally Coleman · Sally Frizzell Coleman, CPA<br />
Craig Folk · Miller Helms & Folk, P.A.<br />
Gene Solomon · Gene Solomon, CPA<br />
Douglas Wiebel · Wiebel Hennells &<br />
Carufe Page 14<br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Trust Services<br />
Preston Came · The Northern Trust<br />
Company<br />
Dennielle Downes · U.S. Trust Bank of<br />
America Private <strong>Wealth</strong> Management<br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ® , CERTIFIED FINANCIAL PLANNER and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who<br />
successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Financial Consultant credential [ChFC ® ] is a financial planning designation awarded by The American College.<br />
www.fivestarprofessional.com: <strong>Five</strong> <strong>Star</strong> award information — FS 4<br />
2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />
<strong>Star</strong> Pr<br />
<strong>Five</strong> <strong>Star</strong> Profes
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