South Glastonbury resident Jenny DeRosa Bergeron of Athene Wealth Management, LLC in Glastonbury received the 2020 Five Star Wealth Manager award in December, 2020. This is her second year receiving the award. For 2020, she was chosen out of 3,048 Connecticut area wealth managers considered for the award; only 9% (285) were named 2020 Five Star Wealth Managers. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria, including but not limited to the following:
- Credentialed as a registered investment adviser or a registered investment adviser representative.
- Actively licensed as a registered investment advisor in the financial services industry for a minimum of five years
- Individual has a favorable regulatory and compliant history review.
- Criteria must be met for number of clients served and recent personal production and performance that meets industry specific criteria.
- Certain education and professional designations/ industry and board certifications.
For a full description of the criteria of eligibility you may visit https://www.fivestarprofessional.com/awardwinners/CONWM
Jenny DeRosa Bergeron is the founding member of Athene Wealth Management an independent advisor with LPL Financial. Jenny offers a full range of financial services, including retirement and financial planning. Her comprehensive approach includes partnering clients with qualified estate attorneys and tax professionals as tax efficient strategies and proper wealth transfer techniques are of the utmost importance in a financial strategy. To learn more please contact Athene Wealth Management at 860-430-2637, email@example.com, or visit www.athenewealth.com.