Joseph R. Marion III was named a 2013 Rhode Island Five Star Wealth Manager. Rhode Island Monthly Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Among many distinguishing attributes, the average one-year client retention rate for this year’s award winners is more than 93 percent.
To be considered for the Five Star Wealth Manager award, a wealth manager must have been identified through research conducted with peers and firms. Five Star Professional relied on internal and external research data, including a survey to more than 1,900 registered financial service professionals and all identified financial service companies in the area. Recipients of the survey were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award. Only 7 estate planners in Rhode Island were chosen.