October 21, 2014

Five Star Wealth Manager Award Winners

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Name Company Category

Charles M. Kelly, Jr.

Kelly Passidomo & Alba

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  • Estate Planning

Clare E. Wherley

Lassus Wherley

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  • Financial Planning

Suzanne Low

Lassus Wherley

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  • Financial Planning

Diahann W. Lassus

Lassus Wherley

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  • Financial Planning

B. Eliot Legates, Jr.

Legates Carr Wealth Management/Merrill Lynch

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  • Financial Planning

Nicholas Carr

Legates Carr Wealth Management/Merrill Lynch

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  • Financial Planning

Caleb Lowman

Lighthouse Wealth Management

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  • Investments
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