Prio Wealth Advisor Recognized with 2022 Boston Magazine’s FIVE STAR Wealth Manager Award
Prio Wealth is delighted to share that Kelley Ellis has been named a recipient of the 2022 Five Star Wealth Manager Award. She was also recognized in the March 2022 edition of Boston Magazine with this honor. The Five Star Wealth Manager designation is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.
The Five Star Professional research team applies independent rigorous research and evaluation process to identify service professionals who provide quality services to their clients. After the research is completed and the results are in, Five Star award winners are announced in a special section within the Boston Magazine. Award winners are also listed on the Five Star Professional website at www.fivestarprofessional.com for the duration of their award year.
For a complete list of the selection criteria used, visit
www.fivestarprofessional.com
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This document has been prepared by Prio Wealth LP (“Prio Wealth”) for informational and educational purposes only and not as investment, legal or tax advice. This document is based on information collected and analyzed by a third party. Prio Wealth does not guarantee the accuracy and completeness of any sourced data. Five Star Professional is not affiliated with Prio Wealth or its affiliates. Opinions expressed herein are not intended to provide personal advice and do not take into account the unique investment objectives and financial situation of the reader. This document is not an offer to sell or a solicitation of an offer to buy any security and does not constitute a representation as to the suitability or appropriateness of any security or financial product. Prio Wealth cautions the reader that any rating referenced in this publication is not indicative of the advisor’s future performance.
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