FOR IMMEDIATE RELEASE
Contact: Ray Weiss or Jessica Trzyna
443-451-7144 or firstname.lastname@example.org
ATTORNEY JAMES A. LIST NAMED TO 2011 LIST OF
FIVE STAR WEALTH MANAGERS
BALTIMORE, MD (1/26/11) — James A. List, founding partner of The Law Offices of James A. List, LLC, has been named to the 2011 List of Five Star Wealth Managers.
In a survey conducted by Baltimore Magazine, List joined an elite group of financial planners, investment advisors, and estate planning attorneys named by consumers as among the profession’s finest in terms of listening to their clients’ needs, representing client interests, and operating with an emphasis on integrity and service.
The 2011 List of Five Star Wealth Managers represents less than five percent of the more than 8,200 wealth managers in the Baltimore area.
In determining which wealth managers scored highest in overall consumer satisfaction, Baltimore Magazine partnered with Crescendo Business Services to survey more than 99,000 high-net-worth households in Greater Baltimore.
Survey respondents were asked to evaluate wealth managers who they know through personal experience and to evaluate them based on nine criteria: customer service, integrity, knowledge and expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction.
Wealth managers also were reviewed for regulatory actions, civil judicial actions, and customer complaints as reported by FINRA, the SEC, the State Board of Accountancy, and the State Bar.
Finally, a blue ribbon panel comprised of individuals from within the financial services industry reviewed the list of wealth manager finalists.
The Law Offices of James A. List, LLC serves business owners and individuals with estate planning, asset protection, and trust needs. In the estate planning area, the firm counsels clients in the use of asset protection trusts, special needs trusts, and dynasty trusts; traditional wills and revocable and irrevocable trusts; and powers of attorney and medical directives.
The Mid-Atlantic law firm also focuses a substantial part of its practice on working with families which have members with developmental disabilities.
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