FINANCIAL MANAGEMENT PRESSROOM

¹Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,759 Baltimore area wealth managers were considered for the award; 232 (13 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.^2.3.The Baltimore Business Journal ranking is based solely upon on number of Baltimore professionals employed and is not indicative of current or future performance.  Williams Asset Management employs 5 Baltimore-area professionals as of December 2017. 2019 ranking of the Forbes’ Best-in-State Wealth Advisors list, based on meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and other quantitative criteria. Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized.  This award is not indicative of the advisor's future performance.  Your experience may vary. Some states may have more advisors than others. SHOOK does not receive a fee in exchange for rankings.The full methodology that Forbes developed in partnership with SHOOK Research is available here.