Posted on Thursday, October 21st, 2010
ATLANTA, October 2010 – Amy F. Merrill, Vice President and Principal of Windham Brannon Financial Group, Inc. (WBFG), has been recognized as a 2010 Five Star Wealth Manager in the October issue of Atlanta magazine. Those individuals included on the list represent less than 2 percent of the wealth managers in the Atlanta area.
Since joining WBFG in 2001, Amy has strived to offer her clients the high level of service they deserve. She holds the Certified Financial Planner (CFP®) designation and specializes in developing planning strategies, preparing financial plans, and coordinating the implementation of these plans for her clients.
“I am truly honored to be recognized as a Five Star Wealth Manager, but I am even more honored that this recognition has been given to me based on my clients’ positive feedback,” said Amy.
For the purposes of the research, wealth managers are defined as those individuals who help clients manage and implement aspects of their financial worlds. Based on this definition, there are over 25,000 wealth managers in the Atlanta area. The list of the Five Star Wealth Managers was compiled using a survey of consumers, financial service professionals and Atlanta magazine subscribers to find wealth managers in the area who scored highest in overall satisfaction.
Recipients of the surveys were asked to evaluate wealth managers they know through personal experience based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction.
Windham Brannon Financial Group (WBFG) is a wealth management firm that specializes in developing comprehensive wealth management strategies for senior corporate executives as well as affluent individuals and families with more than $1 million of investment assets. WBFG is an affiliate company of Windham Brannon, P.C., one of Atlanta’s largest and oldest independent certified public accounting firms. The firm was listed as one of the “50 Best Places to Work in Atlanta” by the Atlanta Business Chronicle for 2009, and is located in Midtown at 1355 Peachtree Street. For further information, visit the Windham Brannon Financial Group web site at www.wbfinancial.com or call 404-898-2000.