Seven JOYN Advisors Honored with Five Star Wealth Manager Award for Excellence

By Matthew Geller   |   September 17, 2018

Atlanta Magazine has announced its 2018 “Five Star Atlanta Wealth Manager” award and seven of JOYN’s financial advisors earned this prestigious award.

The Five Star Atlanta Wealth Manager Award recognizes wealth management professionals who “show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.(1)

Our seven JOYN advisors join just 9% of applicants honored with the Five Star Wealth Manager Award.

“At our core is a belief that the client’s well-being comes first,” said Matt Geller, president of JOYN.

“We are thrilled to learn that our advisors were selected once again for this high honor in our industry. We could not be prouder of our hard-working advisors and their steadfast dedication to helping our clients navigate life events and life more fulfilled, joyful lives,” continued Geller.

Candidates are first nominated by their peers, then assessed based on 10 objective eligibility and evaluation criteria.(2) The selection criteria include: the number of years in the industry, assets administered, credentials, regulatory and compliance history, one and five-year client retention rates, and number of client households served.

Collectively, our behavioral wealth management firm’s 2018 Five Star awardees comprise 54% of our advisory team and provide 159 years of collective experience as financial advisors to help our clients manage their wealth and create joyful, fulfilling lives.(3)

JOYN’S SEVEN “FIVE STAR ATLANTA WEALTH MANAGER” WINNERS

David Geller, CFP®, CEO & Co-Founder

Marc Lewyn, CEO of Strategic Liquidity Services for Business Owners

Craig Belisle, ChFC®, Vice President & Senior Financial Advisor

John Ellard, CLU®, Senior Financial Advisor

Cindy Wilson, CFP®, Senior Financial Advisor

Sergio De La Torre, Senior Financial Advisor

Jason Eagle, CFP®, RICP®, Financial Advisor

For more about the Five Star Wealth Manager Award, their research methodology and selection criteria, click here.

 

The Five Star Wealth Manager award disclosure.

(1) http://fivestarprofessional.com/ref/research/WM_10192016.pdf 

(2) https://www.fivestarprofessional.com/public/wmresearch

(3) https://www.fivestarprofessional.com/wmdisclosures/ATLWM18 

Investment Advisory Services offered through JOYN Advisors, Inc. Registered Investment Advisors. Insurance offered through JOYN Atlanta, Inc. Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC. JOYN Advisors, Inc. and its affiliates are not affiliated with Securian Financial Services, Inc. 
Matthew Geller

About the Author

As founding partner and president, Matthew empowers and encourages JOYN’s various teams to create strong, results-driven ideas coupled with programmatic execution. Drawing on his 25 years in the industry, he has led the internal development and delivery of the firm's groundbreaking discipline, Behavioral Wealth Management.

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