Dan Romano of Gray Equity Management Receives Boston Magazine's FIVE STAR Wealth Manager Award

Type:	Press Releases
Dan Romano of Gray Equity Management Receives Boston Magazine's FIVE STAR Wealth Manager Award Westwood, MA (January 20, 2012): Gray Equity Management, LLC (www.grayequitymanagement.com), a leading wealth management and investment firm, is pleased to announce that its Managing Member, Daniel C. Romano, CPA, PFS, has been selected as a Five Star Wealth Manager for 2012. His selection will be announced in the February 2012 issue of Boston Magazine. Boston Magazine and Five Star Professional partnered to identify wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. The research team contacted FINRA registered reps, previous Five Star Award winners, broker-dealers, and investment advisor reps in the area and asked them to nominate a wealth manager that provides exceptional service to their clients. In the final step of regulatory and complaint history review, 149,000 consumers are contacted and asked to evaluate their wealth management advisors. The resulting list of 2012 FIVE STAR Wealth managers are an elite group, representing less than three percent of the wealth managers in the Boston area. “It is an honor to be recognized by my peers and clients as part of this high level group of professionals,” said Dan Romano. “But it is even more important that I help my clients achieve their financial goals, and to help them keep the promises they have made to themselves and their families.” The ten selection criteria for the Five Star Wealth Manager list are: Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney Actively employed as a credentialed professional in the financial services industry for a minimum of five years Favorable regulatory and complaint history review Fulfilled their firm review based on internal firm standards Accepting new clients One-year client retention rate Five-year client retention rate Non-institutional discretionary and/or non-discretionary client assets administered Number of clients served Education and professional designations About Gray Equity Management, LLC Gray Equity Management, LLC integrates independent wealth management, accounting and tax planning services. For additional information, contact Gray Equity Management at (781) 407-0300, or visit the firm’s web site at: www.grayequitymanagement.com Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through Gray Equity Management, LLC. Gray Equity Management, LLC and 1st Global Capital Corp are unaffiliated entities. We currently have individuals licensed to offer securities in the states of CA, CO, CT, FL, GA, IL, IN, KS, KY, ME, MD, MA, NH, NJ, NY, NC, OH, OR, PA, RI, TN, TX, VA, VT and WI. This is not an offer to sell securities in any other state or jurisdiction. # # # Media Contact: Kelly Monestime (781) 407-0300 kmonestime@gggcpas.com Click Here to read the Program Summary and Research Methology on awarding the Five Star Professional Wealth Manager Award