Copy
Is this email not displaying correctly? View it in your browser.


Orlando Magazine Publishes
Edward A. McDonough in the exclusive list of 2016 Five Star Wealth Managers

Friday, February 12, 2016

Five Star Professional is pleased to announce Edward A. McDonough, McDonough Capital Management, has been chosen as one of Orlando’s Five Star Wealth Managers for 2016.

Five Star Professional partnered with Orlando magazine to recognize a select group of Orlando-area wealth managers who provide quality services to their clients. Edward A. McDonough is featured, along with other award winners, in a special section of the May issue.

“I am honored and humbled to receive this recognition for this year. I have been in the financial services industry for over twenty-eight years. During that time it has always been my goal to serve my clients with sound guidance and open communication. My knowledge of investing and financial planning is extensive but I think what sets me apart is my commitment to understanding each client’s situation and aspirations and then tailoring an approach to help them get there. We strive to provide the best service available in the industry,” said Edward A. McDonough of McDonough Capital Management.

The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

“It is a privilege to present exceptional wealth managers with the Five Star award each year. These select wealth managers have worked hard to get where they are with a deep knowledge of their industry and care for their clients,” stated Lynn Hargreaves, VP, Research and Services Operations, Five Star Professional.

“The complexity of the current financial marketplace makes it more important than ever to  be, guided by expert counsel and experience. I have built a reputation for providing trustworthy, well-researched advice to my clients. I use a proprietary planning model utilizing state of the art technology that allows me to create a highly customized plan to meet each investor’s needs,” said Edward A. McDonough of McDonough Capital Management.

McDonough Capital Management was founded in 1999 with the goal of assisting clients in every aspect of their financial lives. The firm provides customized financial planning services on a one on one basis such as retirement planning, investments, wealth management, business planning, tax planning, 529/education planning, estate planning and insurance planning.

CONNECT WITH US


Edward A. McDonough
2016 Five Star Wealth Manager



"I have been in the financial services industry for over twenty-eight years. During that time it has always been my goal to serve my clients with sound guidance and open communication."
 
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.

For research methodology information visit here.
Copyright © 2016 McDonough Capital Management, All rights reserved.
Email Marketing Powered by Mailchimp