From left: Brendan Maloy, Director of Marketing, Deborah Maloy, CFP®, Dianne H. Webster, CFP®, AIF®, CLTC, and Linda Burke, Client Service Manager.
We are very proud to announce that Deborah D. Maloy, CFP®, and Dianne H. Webster, CFP®, AIF®, CLTC, have been named 2015 Five Star Wealth Managers*, comprised by Five Star Professional and published in the February issue of Boston Magazine. Less than 6% of wealth managers in Massachusetts were named to the list.
With more than 31 years of experience working with individuals and families, Deborah D. Maloy is dedicated to the success of her clients and committed to helping them acquire confidence around money issues.
Dianne H. Webster’s experience spans more than 25 years in the financial services field, serving both corporate and individual clients. She offers steady, realistic guidance for complex times and specializes in strategic life planning for retirement that helps clients save time so they can enjoy life, while balancing present and future needs.
“This award speaks volumes—not only to the caliber of Deb and Dianne’s practice, but also to the quality of work and personalized attention they put in to their clients,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Insight Financial Horizon’s independent broker/dealer-RIA. "Deb and Dianne are valued members of Commonwealth, and we are extremely pleased to see them recognized on this scale.”
The 2015 Five Star program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets.
As part of the updated research process for the Five Star Wealth Manager program, firms and peers nominate award candidates. The 2015 Five Star Wealth Managers do not pay a fee to be included in the research or in the final list of Five Star Wealth Managers.
*FIVE STAR award recipients were nominated by either their broker/dealer or peers or were prequalified. They satisfied objective eligibility and evaluation criteria associated with providing quality services to clients. The criteria includes: active credentialed financial professional for a minimum of 5 years, favorable regulatory and complaint history, fulfillment of firm's internal review, accepting new clients, client retention rates, client assets administered, number of client households, education and professional designations. No fee is paid to be included in the research or on the final list. The award is not indicative of the wealth managers' future performance. No more than 7 percent of the wealth managers in a market receive the Five Star award.For more information please visit www.fivestarprofessional.com.