CI Budros Ruhlin Roe, Inc, one of the nation’s leading independent wealth management firms with over $2.6 billion in assets under management and advisement, announces 10 wealth and investment management professionals have been named Five Star Wealth Managers by Five Star Professional.
Aaron Armstrong, CFP®, CFA, Danny Due, CFP®, CAP®, Andrea Ellis, CFP®, Amy Kelly, CFP®, CDFA®, Scott Kidwell, CFP®, Michael Kline, CFP®, Jessica Lee, John McHugh, CPA, CFP®, CAP®, Dan Roe CFP®, and John Schuman, JD, CFP® were recognized with the 2018 distinction.
“We are thrilled to add two more professionals to our growing list of Five Star Wealth Managers. Out of over 1,000 Columbus-area wealth managers considered, only 67 were awarded the distinction, so our firm’s professionals comprise 15 percent of the list. This is a testament of our commitment to provide our clients with the highest level of financial planning and investment management services,” said Peggy Ruhlin, Chief Executive Officer of CI Budros Ruhlin Roe.
Five Star Professional will publish a magazine announcing all Five Star Professionals in October. Please join us in congratulating our wealth and investment management professionals!
Five Star Professional Disclosure:
The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC (dba Five Star Professional). For additional disclosure information, please go to: https://www.fivestarprofessional.com/wmdisclosures/COLWM18
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if CI Budros Ruhlin Roe, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, CI Budros Ruhlin Roe, Inc. did not pay a fee to be included on any such ranking or to receive any such recognition. No ranking or recognition should be construed as a current or past endorsement of CI Budros Ruhlin Roe, Inc. by any of its clients. ANY QUESTIONS: CI Budros Ruhlin Roe, Inc.’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.