SPECIAL ADVERTISING SECTION WEALTH MANAGER Jay Healy
Robert T. Buckley
President
Managing Sales Director, Financial Advisor, AR Ins. Lic. 11700701
Century Wealth Management LLC 1770 Kirby Pkwy., Ste. 117 Memphis, TN 38138 Phone: 901-850-5532 Direct: 901-292-8470 jay@centurywealth.com FIVE-YEAR WINNER www.centurywealth.com Everything we do is driven by the question: “What would I want if I were the client?” We specialize in working with entrepreneurs and professionals looking for a single-source solution to managing their family wealth. We take on the role of the “family CFO” and manage investments, implement advanced planning strategies and perform a variety of administrative functions to simplify our clients’ lives.
TWO-YEAR WINNER
795 Ridge Lake Blvd., Ste. 200 Memphis, TN 38120 Phone: 901-758-1321 rtbuckley@ strategicfinancialpartners.com
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal to is to become a lifelong resource for each and every client.
If you’re in this business for money alone, you will never make it. You have to genuinely want to make a difference in your clients’ lives.
Registered Representative of, and offers securities and investment advisory services through, MSI Financial Services, Inc. Member SIPC. Strategic Financial Partners is not a subsidiary or affiliate of MSI Financial Services, Inc., or its affiliated companies. L0916478204[exp0417][TN].
— Five Star award winner
Award winners are listed by primary service and then alphabetically by last name. Estate Planning
Brienne Jackson · Legacy Wealth Management
John Webber · The Associated Agency Page 7
E. Charles Jalenak · Legacy Wealth Management
Julius Flatt · MassMutual
Kevin Johnston · Financial Resource Management
Insurance
J. Barry Jenkins · Wells Fargo Advisors, LLC Page 5
Financial Planning
Christopher Kauker · Ameriprise Financial Services, Inc. Page 4
Robert Buckley · Strategic Financial Partners Page 8
Martavius Jones · Jones Wealth Management Group
Owen Keith · FSG Investment Management
Stephen Harris · AXA Advisors
Larry Karban · Wells Fargo Financial Network, LLC
Gary Kieffner · Brandon Financial Planning
Milton Knowlton · MassMutual
Kevin D. Kimery · Morgan Stanley
Lindsey Bell Mazzola · Legacy Wealth Management
Investments
Brian Patrick Kinney · Dominion Partners
David McAdams · McAdams Tax Advisory Group Page 2 & 3
Mark Alexander · Morgan Stanley
John Norfleet Laughlin · Summit Asset Management
Robert McAdams · Charles Schwab & Company
John Barrios · Barrios Financial Services
David Lee · Summit Wealth Group
Mark Billions · Wells Fargo Advisors, LLC
Hal Lewis · Stephens
William Bizot · Wells Fargo Advisors, LLC
Jerry McEwen · Wells Fargo Advisors, LLC
Becky Bridgmon · Morgan Stanley Page 6
Duncan L. Miller · Legacy Wealth Management
Guy Britton · Wunderlich Securities
John Miller · Edward Jones
Larry Clayton · Anchor Point Financial
Garry Parrish · Centaurus Financial
John Michael Clowers · Legacy Wealth Management
Jeffrey Phillips · Raymond James Financial Services
Nancy Coe · Dominion Partners
Conrad Richards · Wells Fargo Advisors, LLC Ivan Rodriguez · New Southern Advisory Services Julia San Roman · Edward Jones
Sudhir Agrawal · Ameriprise Financial Services, Inc. Page 7 Charles Auerbach · Wealth Strategies Group Susan Babina · Ameriprise Financial Services, Inc. Page 4 Teresa Bailey · Pickler Wealth Advisors Stanley L. Bilsky · Morgan Stanley Page 6 Elvis Brandon · Brandon Financial Planning Ray Brandon · Brandon Financial Planning Celia Brugge · Dogwood Financial Planning Richard Carman · LPL Financial Page 6
David Landon Mills · Shoemaker Financial George Moore · Chartwell Financial Group William Overcast · Legacy Wealth Management
Joseph Crain · Wunderlich Securities
Hugh Parks · Independent Wealth Management Page 5
Robert Dingler · FSG Investment Management
Vincent Perry · Ameriprise Financial Services, Inc.
Richard Ditter · The Mutual Fund Store of Memphis
Hallie Peyton · Legacy Wealth Management
Brian Douglas · Guidingpoint Financial Group/ Ameriprise Financial Services, Inc. Page 4
David Pickler · Pickler Wealth Advisors
Robert Cremerius · Cremerius Wealth Management
Richard Pittman · Diversified Financial Advisors
Mark Cronin · Highland Capital Management
Rebecca Rawlinson · Legacy Wealth Management
Lindsey Donovan · Wells Fargo Financial Network, LLC
James Shamoun · Ameriprise Financial Services, Inc. Page 4
Jerome Franklin · Wells Fargo Advisors, LLC
Cathy Ann Simmons · Legacy Wealth Management
Walter Grant · Aegis Retirement Group
Darrell Douglas · Ameriprise Financial Services, Inc. Page 4 Charles Emerson · Independent Planning Group Jason Fair · Wunderlich Securities Vera Feldman · Ameriprise Financial Services, Inc. Kathy Fish · Fish and Associates Paul Fowler · Revolution Partners
John Phillips · Red Door Wealth Management
Scott Giles · Ameriprise Financial Services, Inc.
Madeline Simonetti · Ameriprise Financial Services, Inc. Page 4
Ronald Goldner · Wealth Strategies Group
Nick Sowell · Legacy Wealth Management
Jerry Greene · Financial Resource Management
Robert Stokes · Wunderlich Securities
William Howard, Jr. · William Howard & Company Financial Advisors Page 7
Julie Terry · Ameriprise Financial Services, Inc. Page 4
Charles C. Hudson, Jr. · Ameriprise Financial Services, Inc.
William Bowe Travis · Legacy Wealth Management
Stacey Hyde · Independent Wealth Management Page 5
Michael Turner · Ameriprise Financial Services, Inc. Page 4
Lowell Friend · Wells Fargo Advisors, LLC Sarah Russell Haizlip · Summit Asset Management Montie Hart · Wells Fargo Advisors, LLC Jay Healy · Century Wealth Management Page 8 Lance Wayne Hollingsworth · Summit Asset Management
Randall Roper · Wells Fargo Advisors, LLC Robin K. Sievers · Legacy Wealth Management Sara Stevens · Kaiser Financial Group Weldon Stewart · Wells Fargo Advisors, LLC Edward T. Taylor II · Delta Asset Management Samuel Alexander Thompson III · Summit Asset Management Hulon Warlick · Independent Wealth Management Page 5 Kevin Wells · Ameriprise Financial Services, Inc. James Whitehead · Shoemaker Financial Steven Wishnia · Highland Capital Management
Wallace Spencer Hope · Legacy Wealth Management
Trust Services
James Isaacs · Legacy Wealth Management
Daniel Eric Kimbrough · Legacy Wealth Management
FS • 8 — www.fivestarprofessional.com The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal 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. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 447 Memphis wealth managers were considered for the award; 105 (24 percent of candidates) were named 2016 Five Star Wealth Managers.
MM_FullPage_TrimSize_9x25_11x125.indd 1
10/7/16 11:33 AM