Three J.P. Turner Atlanta Advisors Named Five Star Wealth Managers
J.P. Turner Atlanta advisors Clint Gharib, Anthony Mowrer and Jeffery Schade named Five Star Wealth Managers as announced by Atlanta Magazine for 2009
Atlanta, GA, November 01, 2009 --(PR.com)-- Three J.P. Turner & Company advisors were named Five Star Wealth Managers by Atlanta Magazine. Clint Gharib, Anthony Mowrer and Jeffrey Schade were among those nominated by high-net worth Atlanta area residents and their fellow Atlanta-based wealth managers. Of the 15,000 wealth managers in Atlanta, only 579 of them made this year’s list.
“Clint, Tony and Jeff provide exemplary service to their clients. They understand their role is to work in the best interest of their clients to help them maximize their investment dollars and create strategies to help them achieve their financial goals,” said Tim McAfee, chief executive officer for Atlanta-based J.P. Turner. “I am thrilled that they have been recognized by their peers and the investors they serve for their integrity and expertise.”
The Five Star Wealth Manager Award is a recognition program for wealth managers. Wealth managers are those individuals who help you manage your financial world/and or implement aspects of your financial strategies.
Crescendo Business Services, an independent research firm, surveyed, by mail and phone, 70,000 high-net worth residents in the Atlanta area and subscribers of Atlanta Magazine. They also sent 65,000 surveys to financial services industry professionals. With more than 15,000 wealth managers in the Atlanta area, the goal was to find wealth managers who successfully satisfied key client satisfaction criteria and overall scored the highest in client satisfaction.
Wealth managers were evaluated based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations and overall satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies.
Gharib, a 20 year veteran says, “I believe risk management is paramount to enhance overall returns. My job is to help my clients make money, but it is equally as important to try to keep them from losing it.” He joined J.P. Turner in 1998. His specialties include asset modeling, retirement planning, insurance products, real estate investments, college savings plans and estate and tax planning.
“As financial advisors we work with individuals, families, and business owners to help them to grow, protect, and preserve wealth from one generation to the next in a tax-efficient manner while trying to increase returns and reduce risk,” states Mowrer. Both Mowrer and Schade are highly skilled advisors -- Mowrer has 20 years of experience and has been with J.P. Turner for 12 years, and Schade has been with J.P. Turner for 11 years with 17 years of experience in the investment industry.
For more information on the Five Star Award and the research/selection methodology visit fivestarprofessional.com/wmresearch.
About J.P. Turner: J.P. Turner & Company, LLC is a full-service independent and securities brokerage and investment banking firm headquartered in Atlanta with some 176 branch offices nationwide. Its affiliate company, J.P. Turner & Company Capital Management, LLC, offers investment planning and advisory services. J.P. Turner was founded in 1997 by Bill Mello and Tim McAfee. Mello and McAfee have assembled a strong leadership team of seasoned financial brokers and advisors who, like themselves, truly understand the challenges faced by independent representatives in the field. The company is a member of SIPC and the National Investment Banking Association. J.P. Turner is consistently voted one of the top 50 independent broker/dealers by Investment News and one of the top broker-dealers by Financial Advisor. For additional information on J.P. Turner & Company visit www.jpturner.com. For information on J.P. Turner & Company Capital Management visit www.jpturnercm.com.
###
“Clint, Tony and Jeff provide exemplary service to their clients. They understand their role is to work in the best interest of their clients to help them maximize their investment dollars and create strategies to help them achieve their financial goals,” said Tim McAfee, chief executive officer for Atlanta-based J.P. Turner. “I am thrilled that they have been recognized by their peers and the investors they serve for their integrity and expertise.”
The Five Star Wealth Manager Award is a recognition program for wealth managers. Wealth managers are those individuals who help you manage your financial world/and or implement aspects of your financial strategies.
Crescendo Business Services, an independent research firm, surveyed, by mail and phone, 70,000 high-net worth residents in the Atlanta area and subscribers of Atlanta Magazine. They also sent 65,000 surveys to financial services industry professionals. With more than 15,000 wealth managers in the Atlanta area, the goal was to find wealth managers who successfully satisfied key client satisfaction criteria and overall scored the highest in client satisfaction.
Wealth managers were evaluated based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations and overall satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies.
Gharib, a 20 year veteran says, “I believe risk management is paramount to enhance overall returns. My job is to help my clients make money, but it is equally as important to try to keep them from losing it.” He joined J.P. Turner in 1998. His specialties include asset modeling, retirement planning, insurance products, real estate investments, college savings plans and estate and tax planning.
“As financial advisors we work with individuals, families, and business owners to help them to grow, protect, and preserve wealth from one generation to the next in a tax-efficient manner while trying to increase returns and reduce risk,” states Mowrer. Both Mowrer and Schade are highly skilled advisors -- Mowrer has 20 years of experience and has been with J.P. Turner for 12 years, and Schade has been with J.P. Turner for 11 years with 17 years of experience in the investment industry.
For more information on the Five Star Award and the research/selection methodology visit fivestarprofessional.com/wmresearch.
About J.P. Turner: J.P. Turner & Company, LLC is a full-service independent and securities brokerage and investment banking firm headquartered in Atlanta with some 176 branch offices nationwide. Its affiliate company, J.P. Turner & Company Capital Management, LLC, offers investment planning and advisory services. J.P. Turner was founded in 1997 by Bill Mello and Tim McAfee. Mello and McAfee have assembled a strong leadership team of seasoned financial brokers and advisors who, like themselves, truly understand the challenges faced by independent representatives in the field. The company is a member of SIPC and the National Investment Banking Association. J.P. Turner is consistently voted one of the top 50 independent broker/dealers by Investment News and one of the top broker-dealers by Financial Advisor. For additional information on J.P. Turner & Company visit www.jpturner.com. For information on J.P. Turner & Company Capital Management visit www.jpturnercm.com.
###
Contact
JP Turner & Company, LLC
Heidi Wheatley
404-479-8235
www.jpturner.com
Heidi Wheatley
404-479-8235
www.jpturner.com
Contact
Categories