We are proud to announce that Jack Dugan, Senior Financial Planner, has won Five Star Professional’s 2015 Wealth Manager Award for the fourth consecutive year!
“To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.” – from Program Summary
Read full program summary & methodology
Jack has demonstrated excellent leadership in the wealth management industry. View Jack’s award