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.