Adviser Receives Wealth Management Award

By Maria Scandale | Oct 16, 2019

West Creek — Daniel Covell, financial adviser with RM Financial Management, a private wealth advisory practice of Ameriprise Financial Services Inc. in West Creek, has been named a recipient of the 2020 Five Star Wealth Manager award by Five Star Professional for the fifth consecutive year.

The award goes to less than 7 percent of the wealth managers in the region based on research administered by Five Star Professional, a third-party research firm.

To receive the award, a wealth manager must meet 10 criteria of providing quality services to clients, including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.

Covell has 18 years of experience in the financial services industry and has been with Ameriprise Financial for five years.

As a financial adviser, Covell strives to provide financial advice that is anchored in a solid understanding of client needs and expectations.

For more information, contact Lisa Goble at 609-318-8000, extension 3, or stop at the Ameriprise office at 1065 South Main S., Suite 1A, West Creek.  —M.S.


Comments (0)
If you wish to comment, please login.