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John Hathaway named a 2017 Five Star Wealth Manager
John Hathaway was chosen as a “Five Star Wealth Manager” for the seventh year in a row. Five Star is the largest and most widely published wealth manager award program in North America and fewer than 7 percent of the wealth managers in our area are selected. Candidates are evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory history. The most important part of what we do is helping our clients, and we are grateful for this recognition of our commitment to excellent service and integrity
John Hathaway Honored by Money Concepts
John was recently honored by our broker-dealer, Money Concepts Capital, for exceptional dedication to clients in all areas of professional management and financial planning. He received the 2017 President of the Year award and was recognized as a member of the company’s program for its highest achieving financial professionals, the Apex Honor Club, at their annual Financial Planning Congress held this summer in Charleston, South Carolina. It is an honor to be recognized by Money Concepts, a company that shares our commitment to integrity and supports our dedication to serving our clients and community.