Awards & Recognition
Excellence is not just a goal, it is the heart of our team.
We are more than just a service—we are a team that will not settle for anything less than outstanding. Our shared achievements are a testament to our collective efforts.
Securities and advisoryservices offered through Commonwealth Financial Network®, Member FINRA/SIPC, aRegistered Investment Adviser. Fixed insurance products and services areseparate from and not offered through Commonwealth.
2012-2023 Five Star Professional Wealth Manager, created by Five Star Professional. The 2023 award was presented in on November 2023 based on data gathered within 12 preceding the issue date. 3,564 Connecticut -area advisors were considered, 313 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
2023 Barron’s Top 100 Independent Advisors, created by Barron's. Presented in Sept 2023 based on data gathered from June 2022 to June 2023. 476 advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
2023 Barron's Top 1200 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For most recent award information visit www.barrons.com/advisor/report/top-financial-advisors/1000?page=1&
Commonwealth Chairman's Level Advisor, 2010-2024—a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.
2016-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in Oct 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.