April 25, 2015

Five Star Wealth Manager Award Winners

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Name Company Category

Craig Folk

Miller Helms & Folk

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  • Taxation

Pete Ingraham

Morgan Stanley

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  • Financial Planning

Steven Coplin

Morgan Stanley

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  • Investments

David Caruso

Morgan Stanley

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  • Investments

Thomas Kahl

Morgan Stanley


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  • Investments

William Barrett

Morgan Stanley

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  • Investments

David Gray

Morgan Stanley

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  • Financial Planning

Wayne Meland

Morgan Stanley

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  • Investments
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