Jonathan T. Dunlea, Financial Planning Director, named a 2015 Five Star Wealth Manager
Jonathan T. Dunlea CRPC®, Concord Wealth Management Director – Financial Planning
Waltham, Mass. – March 1, 2016 – Concord Wealth Management announces that Jonathan T. Dunlea CRPC®, Director, Financial Planning, has been named a 2015 Five Star Wealth Manager by The Five Star program as highlighted in February 2016's edition of Boston Magazine.
“I have truly enjoyed working with each of my individual clients over the last 12 years. To be honored with the Five Star award reinforces that the relationship between the advisor and the client that is of the greatest value.” Dunlea said.
“We’re very proud of Jonathan for the distinguished recognition,” said John Laurito, Concord Wealth Management President & CEO. “He exemplifies our values of creating quality solutions and delivering great advice, and this award is a testament to his accomplishment.”
In order to be considered for the Five Star Wealth Manager Professional award, candidates must meet a series of strict criteria, including being employed as a credentialed professional in the financial services industry for a minimum of five years with a favorable regulatory, disciplinary and complaint history review; demonstrated a successful client retention rate; and attained the proper education and professional designations. The prestigious Five Star Wealth Manager Award is given to less than 25 percent of the qualified local candidates.
Registered Representative of, and Securities and investment advisory services offered through, Horner Townsend & Kent, Inc. (HTK), Registered Member FINRA/SIPC. Concord Wealth Management is unaffiliated with HTK. Our representatives carry Life Insurance licenses and Securities licenses. Not an offer or solicitation in any state where representatives are not licensed.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:
1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor;
2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years;
3) Favorable regulatory and complaint history review;
4) Fulfilled their firm review based on internal firm standards;
5) Accepting new clients;
6) One-year client retention rate;
7) Five-year client retention rate;
8) Non-institutionalized discretionary and/or non-discretionary client assets administered;
9) Number of client households served;
10) Educational and professional designations.
Wealth managers do not pay a fee to be considered or awarded.
Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. 15,125 Boston area wealth managers were considered for the award; 629 wealth managers, less than 25 percent of the award candidates, were named Five Star Wealth Managers.
To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.
Contact: Alexandra Swan
Concord Wealth Management