SAN RAMON, Calif., Oct. 24, 2022 /PRNewswire/ — Five Star Professional and The Diamond Group Wealth Advisors, are pleased to announce that Marilyn Suey has been chosen as a Five Star Wealth Manager for 2022. This is their highest award for Wealth Managers and is based on 10 objective criteria associated with quality services to clients such as credentials, education, regulatory and complaint history, number of client households served, and other criteria. The list was published in the November issue of Diablo Magazine.
“I am honored to be named among such a prominent list of well-respected wealth managers,” said Marilyn Suey. “It is our purpose and passion to support our clients to design their ideal lifestyles on their journey to reach financial independence. Our clients have come to expect long-term relationships based on excellence in service and the highest levels of trust, as they make informed decisions about their money so that it’s working harder for them.”
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“We congratulate Marilyn Suey for being named a Five Star Wealth Manager for 2022,” said Daxs Stadjuhar, National Managing Director for Mariner Advisor Network. “We look forward to our continued success working together in support of our clients and our growing community.”
Now entering its 17th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals.
Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including client retention rates, client assets administered, firm review and a favorable regulatory and compliant history.
Self-nominations are not accepted, and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager’s future investment performance. For detailed information on the Five Star Wealth Manager research methodology visit http://www.fivestarprofessional.com.
When you look at your financial advisor and their local office, what you don’t see are the myriads of people and organizations that they have partnered with to provide you with the personalized financial advice that you are seeking. Behind the scenes, your advisor has aligned with a broker-dealer, a branch office, investment companies, technology firms, insurance agencies, research teams, and a wealth of other professionals to ensure that they have the support needed to help you plan for your financial future.
One of those key relationships is Mariner Advisor Network. Mariner Advisor Network comprises a highly specialized group of business, investment, operational, and compliance professionals dedicated to serving the needs of an elite community of independent financial advisors. United by a common bond of excellence and the desire to elevate their practices, our Advisors partner with us in the pursuit of growth, efficiency, acquisition strategies and seamless succession plans. The Diamond Group Wealth Advisors has been a partner office of Mariner Advisor Network since 2016.
The Diamond Group Wealth Advisors is an independent wealth management firm providing integrated financial planning and investment management services for business owners, healthcare professionals, entrepreneurs, and women in transition. Using our disciplined planning system, Your Prosperity Blueprint Process™, we collaborate with you to design your personalized plan to define your path to financial independence. Our goal is to serve and support you so you can take care of your family, your businesses and/or careers, and the causes you care about deeply. Our core values are trust, transparency, commitment, compassion, and collaboration.
For your complimentary Lifestyle Upgrade Assessment, contact Marilyn at 925-219-0080 or email firstname.lastname@example.org.
Marilyn Suey is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC. and The Diamond Group Wealth Advisors are separate entities from LPL Financial. CA Insurance License #0E01981.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020,2021 and 2022 Five Star Wealth Managers.
SOURCE Diamond Group Wealth Advisors