twenty-four advisors from integrated financial group named "2017 FIVE STAR WEALTH MANAGERS"
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Atlanta, GA (September 28, 2017) - Twenty-one advisors from the Atlanta-based financial services firm of Integrated Financial Group; Trent Adams, Steve Callaham, Justin Davidson, Temp Davis IV, Robert Day, Jack Francisco, Kevin Garrett, Craig Gregozeski, Kathy Healy, Jerri Hewett Miller, Patrick Hinchey, Howard Katz, Kevin Kelly, Karen Lee, Wes Littlejohn, Richard Lombardi, Chuck Nida, Angela Rehkop, Sandra Salem, Mark Smith, and Connie Weems-Scott have been named in the October issue of Atlanta Magazine, the "2017 FIVE STAR. Atlanta Magazine formed a partnership with QMI Research, an independent research firm, to identify the wealth managers serving the Atlanta area. Earlier this year, Consortium members, Jeff Donahue was named in Colorado Biz Magazine as well as Denny Roodman and Morris Shank in St. Louis Magazine.
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.
On the surveys, peers were asked to evaluate only wealth managers whom they knew through personal experience on the following 10 criteria and the criteria is as follows; Eligibility Criteria - Required: 1. Credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or a licensed attorney. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. * 4. Fulfilled their firm review based on internal firm standards. 5. Accepting new clients. Evaluation Criteria - Considered: 6. One-year client retention rate. 7. Five-year client retention rate. 8. Non-institutional discretionary and/or non-discretionary client assets administered. 9. Number of client households served. 10. Education and professional designations. The resulting individuals on the list earned the title "2017 FIVE STAR Wealth Managers" - a distinguished group representing 13 percent of all professionals within a specific industry is honored with this award.
Financial professionals cannot "buy" their way onto the list. This award is based on sound research methodology and comes from an independent third party which allows it to be the cornerstone of an effective marketing program to positively set apart service professionals from their competition.
The 2017 FIVE STAR wealth manager list will undoubtedly be a useful tool for these individuals to identify those advisors who have consistently earned the trust of their clients. For more information on the Five Star Award and the research/selection methodology, visit
2017 FIVE STAR Wealth Managers Search List
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* 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.
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ABOUT INTEGRATED FINANCIAL GROUP
Integrated Financial Group is a consortium of independent LPL financial planners. The Atlanta-headquartered organization has over 80 advisors in ten states, manages $1.5 billion in brokerage and advisory assets through LPL Financial, and has over $700 million in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 3/1/17.
Don brings over three decades of experience advising individuals, professionals, and businesses in a wide range of financial matters, from risk management, investments, and taxes, to general business consulting. He specializes in helping pre-retirees and retirees with the myriad of financial issues they face at this most important phase of their financial lives. The primary goal is to provide a lifetime income stream, improve returns, protect their principal, and manage taxes.
An aeronaut who's been flying since age 16, Don has logged 12,000 hours mostly in jets for the Air Force and Eastern Airlines. He volunteers for and is an ardent supporter of Angel Flight, a non-profit organization of volunteer pilots who transport individuals with medical and financial needs. Don is also an avid golfer. He and his wife Eve reside in the Atlanta metropolitan area. Email
DPatrick@TheBrainTrust.net
or call 770-353-6317.
LAND BRIDGERS
CO-CHIEF OPERATING OFFICER
Anyone who knows Land Bridgers understands that he's dedicated and has a passion for helping advisors connect their needs and wants with the right resources. Land has been in the financial services industry for the past twelve years as a Vice President-Wealth Manager at Bernstein Global Wealth Management, and as Regional Vice President at Wells Real Estate Funds. Throughout his career, Land has helped advisors all over the country with practice management, overall business growth, and client portfolio construction. On a day-to-day basis, Land helps Consortium members collaborate, share ideas, and grow their businesses.
Land is a native of Atlanta. He graduated from The Lovett School and received a B.A. in Political Science from Tulane University in New Orleans, LA. Currently Land serves on the Board of Trustees at Wesleyan School. He is actively involved at Passion City Church, YoungLife/Johns Creek, and Leadership Ministries, Inc. Land and his wife, Katie have 2 beautiful daughters and reside in Peachtree Corners, GA. Email
LBridgers@TheBrainTrust.net or call
770-353-6373.
KENNY MILEY
VICE PRESIDENT OF BUSINESS DEVELOPMENT
As the most recent addition to Integrated Financial Group's Executive Team, Kenny offers his dedicated, approachable, and balanced perspective to the role as Vice President of Business Development. Prior to joining IFG, Kenny most recently served for two years as Regional Vice President of KBS Capital Markets Group, and had a 12-year career with Inland Securities.
Kenny is a graduate of the University of Georgia. He received an ABJ in Public Relations with a minor in Coaching in 2002. Outside the office, Kenny is actively involved at Roswell Presbyterian Church, where he will be ordained as an elder in Summer 2017. He and his wife, Caroline, participate in the church's Shadow Program, which enables parents of special needs children to attend services while their child is being cared for. This is a very meaningful philanthropy for both. When he's not at work, Kenny keeps up with two busy boys who love to play sports. He has two black labs-Champ and Bear-and enjoys time outside, UGA Football, and Chicago Cubs games when he can grab a moment to himself. Since moving to Atlanta in 2003, he has also become a great fan of the Braves, Falcons, and Hawks. Email
KMiley@TheBrainTrust.net or call
770-353-6375.
Securities offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group, IFG Advisory, LLC are separate entities from LPL Financial.
Tracking # 1-653065
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INTEGRATED FINANCIAL GROUP |
200 ASHFORD CENTER NORTH | SUITE 400 | ATLANTA, GA 30338
770-353-6400 | www.TheBrainTrust.net
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