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Tuesday, November 15, 2011
2011-2012 Tax Planning Guide
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2011-2012 Tax Planning Guide
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Monday, October 31, 2011
Jeff Call Selected as a 2011 Five Star Wealth Manager for Metro Atlanta
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Bennett Thrasher is pleased to announce that Jeffrey Call, Shareholder and Managing Director of the Personal Financial Services Department, has been selected as a 2011 Five Star Wealth Manager for metro Atlanta. Those individuals included on the list were chosen due to their exceptional ability and commitment to overall client satisfaction and they represent fewer than 7 percent of the wealth managers in the Atlanta area.  The full list was published in the October 2011 issue of Atlanta magazine.

To determine the 2011 class of Five Star Wealth Managers, Five Star Professional contacted more than 69,000 high-net-worth households as well as more than 8,000 registered financial services professionals within the Atlanta area through both mail and phone surveys.  Respondents were asked to evaluate wealth managers 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.

Before finalizing the list, each wealth manager was reviewed by a blue-ribbon panel comprised of knowledgeable individuals in the financial services industry. Although panelist comments were incorporated into the final score, safeguards are built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of any company affiliation.

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