2011 FIVE STAR Wealth Managers - Boston University Center for ...

Left to right: Courtney Brock, FIVE STAR Wealth Manager
John M. Koulopoulos, William Swett
JoHn W. nadWornY
• Special needs financial planning
• Fee-based, independent, objective, unbiased
Special advertiSing Section
Care • Understanding • Personal Experience
Investment and Trust Management, Special Needs Planning, Insurance Planning
Designations: CFP®, ChFC®, CLU®, MBA
p lanning
for an individual with special needs is unlike traditional wealth management approaches.
Your loved one is 100 percent reliant on you, so you have to proactively prepare for the unexpected
with a sense of urgency. To focus on growing and preserving your wealth and ensure that other needs
such as insurance and health care are properly addressed, we have developed a client-centric process that
guides you along each important stage of your life and the life of your dependent. Authors of “The Special
Needs Planning Guide; How to Prepare for Every Stage of Your Child’s Life” (Brookes Publishing 2007).
130 Turner Street, Building 3, Suite 230 • P.O. Box 9086 • Waltham, MA 02454
Phone: (781) 899-3346
www.specialneedsplanning.com • john.nadworny@bfa-online.com
Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning offered through Special
Needs Financial Planning LLC, a Registered Investment Advisor and separate entity from LPL Financial.
FS – 30 | ©2011 Crescendo Business Services
JoHn M. KoUlopoUloS
Trusted Advice • Exceptional Service
Left to right: Standing:
FIVE STAR Wealth Manager John W. Nadworny,
Jackie M. Lessing and Phil G. Mazzola
Sitting: Cynthia R. Haddad
2011
FivE STAr
WEAlTh MAnAgErS
• Personalized wealth management and retirement planning strategies
• Knowledgeable and experienced team of professionals
• Dedicated to superior customer service
Areas of Focus: Wealth Management, Retirement and Income Planning
Designations: Senior Vice President – Complex Manager, CIMC
o ur
mission is to build lifelong, multigeneration client relationships through a foundation
of trust and confidence. Our value is built on our experience and knowledge of wealth
management strategies and retirement and income planning. We work with our clients
to formulate a comprehensive and personalized plan, implement that plan and provide
ongoing guidance and direction while constantly striving for exceptional customer service
and satisfaction.
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91 Longwater Circle, Suite 300 • Norwell, MA 02061
Office : (781) 792-0111 • Toll-free : (800) 543-8010
john.koulopoulos@wellsfargoadvisors.com • home.wellsfargoadvisors.com/john.koulopoulos
The rating may not be representative of any one client’s experience because the rating reflects an
average of all, or a sample of all, of the experiences of the adviser’s clients. The rating is not indicative
of the adviser’s future performance. See the announcement page for more information on how the FIVE
STAR Wealth Managers are chosen. Wells Fargo Advisors, LLC, Member SIPC, is a registered brokerdealer
and a separate non-bank affiliate of Wells Fargo & Company. [CAR 1110-4119 12/6/10].
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