Press & Media

 Timothy Davis, CFP Named 2024 5-Star Wealth Manager for the 4th time (2013, 2018, 2023, 2024).

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Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who must have a minimum of five years’ experience as an investment adviser representative or other accepted credentials, client retention rates, client assets administered, firm review and a favorable regulatory and complaint history as defined by Five Star. Five Star Professional determines the final list of Five Star Wealth Manager Award winners. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. Five Star Professional collected the information for this Award through surveys it conducted.

Wealth Managers and Steward Partners do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
The Five Star award is not indicative of the wealth manager's future performance.
Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.
The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Five Star Professional.
Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to

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