Five Star Professional has named Toby Daniels, Partner, and Heather Wonderly, Senior Retirement Plan Consultant, as recipients of the 2015 Five Star Wealth Managers award.
Five Star Professional partnered with Portland Monthly to recognize exceptional wealth managers of the region. Client respondents evaluate wealth managers on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, whether the wealth manager meets client financial objectives, post sale service, quality of recommendations, and overall satisfaction. Peer respondents evaluate wealth managers based on three criteria: integrity, knowledge/expertise, overall reputation.
“We are extremely proud to have people on our team as high caliber as Toby and Heather. This award demonstrates the dedication they have shown their clients over the years. It is extremely well deserved and everyone at AKT congratulates them on this fine achievement.” states Scott Barchus, President.
Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Portland area to gather wealth manager nominations. Award candidates were then evaluated against 10 objective eligibility and evaluation criteria: 1) Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney; 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. 1,107 wealth managers in the Portland area were considered for the award. 224 were named 2015 Five Star Wealth Managers which represents approximately 21 percent of the total award candidates of the area. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. For more information on the Five Star Wealth Manager program and the research/selection methodology, please click here. To view the AKT Wealth Advisors LP award document, please click here.
Partner, Director of Corporate Retirement Plans
Heather Wonderly, AIF®, CPFA
Heather has been working in the investment field since 2000. She provides guidance to 401(k) pension committees, helping them understand investments, compliance, fiduciary responsibility, and administration for corporate retirement plans. She also provides ongoing employee education to plan participants. She holds an Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor credentials and has also completed the…
- Certified Plan Fiduciary Advisor
- Series 7 and Series 66 security exams
- Accredited Investment Fiduciary®
- Corporate retirement plans