Four Ameriprise financial advisors named 2022 Five Star wealth managers
Posted 9/13/22
Private Wealth Advisors Matt MacLean and Michael Gombrich, as well as Financial Advisors Scarlet Filmore and John Snyder, with Affirm Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services LLC in Peoria, have been named recipients of the 2022 Five Star Wealth Manager award by Five Star Professional.
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Four Ameriprise financial advisors named 2022 Five Star wealth managers
Posted
Private Wealth Advisors Matt MacLean and Michael Gombrich, as well as Financial Advisors Scarlet Filmore and John Snyder, with Affirm Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services LLC in Peoria, have been named recipients of the 2022 Five Star Wealth Manager award by Five Star Professional.
The award goes to less than 7% of the wealth managers in the region based on research administered by Five Star Professional, a third-party research firm.
To receive the Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.
MacLean graduated from Arizona State University with a degree in business and communication. He has 20 years of experience in the financial services industry. This is MacLean’s second consecutive year receiving the Five Star Wealth Manager award.
Gombrich graduated from the University of Arizona with a degree in business administration, international macroeconomics. He has 9 years of experience in the financial services industry. This is Gombrich’s fourth consecutive year receiving the Five Star Wealth Manager award.
Filmore graduated from Ohio Dominican University with a degree in International Business. She has 13 years of experience in the financial services industry.
Snyder graduated from the University of Phoenix with a degree in Management. He has 7 years of experience in the financial services industry.
For more information, please contact Affirm Wealth Advisors at 623-972-3133.
