Sam Tenney and Lorie Jones have been honored as 5 Star Wealth Managers for the year 2023.
Created by: Fidelis Wealth Advisors
Notably, Sam, the founder of Fidelis Wealth Advisors, has earned the esteemed title of Five Star Wealth Manager for the 9th year, further exemplifying his unwavering commitment to excellence in the field.
This recognition emphasizes their dedication to delivering high-quality services to their clients. The award, which spans across over 45 markets in North America, is granted exclusively upon individuals who meet a rigorous set of 10 criteria elements following comprehensive research conducted by Five Star Professional.
Sam Tenney, CFP®, AIF
Lorie Jones, MBA, CFP®
Eligibility Criteria – Required
- Credentialed as an investment adviser representative or a registered investment adviser.
- Actively employed as a registered investment adviser representative or as a principal of a registered investment adviser firm for a minimum of five years.
- Favorable regulatory and complaint history review.
- Fulfilled their firm review based on internal firm standards.
- Accepting new clients
Evaluation Criteria – Considered
- One-year client retention rate.
- Five-year client retention rate.
- Non-institutional discretionary and/or nondiscretionary client assets administered.
- Number of client households served.
- Education and professional designations.
Join us in congratulating Sam and Lorie as they demonstrate Fidelis Wealth Advisors’ unwavering commitment to excellence while reinforcing their leading position in the wealth management industry.
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