We’re excited to announce that John Puckett, CFP®, MBA in our Suwanee, GA office has been recognized as a Five Star Wealth Manager.
The Five Star Wealth Manager award recognizes professionals in the financial services industry who are committed to excellence. Congratulations to John on his commitment and dedication to service our clients in the Suwanee area.
To receive this Five Star Wealth Manager award, John had to satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
* 2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in September 2024 based on data gathered within 12 months preceding the issue date. 3508 Atlanta-area advisors were considered, 249 advisors 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 https://www.fivestarprofessional.com.