LeConte Wealth Management, Commonwealth Financial Network® receives highest ranking in recent J.D. Power and Associates study

Commonwealth Financial Network® ranked “Highest in Independent Advisor Satisfaction among Financial Investment Firms” in the 2010 U.S. Financial Advisor Satisfaction Studysm by J.D. Power and Associates. This is the first year the study has been segmented to include independent advisor satisfaction.

LeConte Wealth Management of Alcoa, Tenn., an independent wealth management and financial planning practice, has been affiliated with Commonwealth since 2007.

Commonwealth also received five out of five Power Circle Ratings in the eight key drivers of satisfaction: firm performance, people, technology, compensation, contact, job duties, products for clients, and offerings for advisors.

“We are honored and humbled to be the highest ranked firm in the Independent segment of the Financial Advisor Satisfaction study from J.D. Power and Associates,” said Commonwealth CEO Wayne Bloom. “We thank all our advisors, particularly the professionals at LeConte Wealth Management for honoring us with a partnership that helps to serve their clients. They’re working hard every day to satisfy the people who depend on them, and it helps inspire us to do the same for them.”

“Our team is grateful for Commonwealth’s assistance in helping us provide financial service at the highest level possible for our clients,” said Hoy Grimm, co-founder and managing partner at LeConte Wealth Management.

LeConte Wealth Management has been providing individuals and organizations with financial guidance since 2007. Located at 269 Cusick Road, Alcoa, Tenn., 37701 the firm prides itself on crafting unique strategies for each client. For more information, please visit www.lecontewealth.com or call (865) 379-8200. Securities and Advisory Services offered through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.

Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, and a registered investment adviser, is a leading, privately owned independent broker/dealer, with offices in Waltham, Massachusetts, and San Diego, California. The firm supports more than 1,200 independent registered representatives nationwide and makes available a comprehensive array of financial products and services. For more information, please visit www.commonwealth.com.

Commonwealth Financial Network received the highest numerical score in the independent advisor segment in the proprietary J.D. Power and Associates 2010 Financial Advisor Satisfaction Studysm. Study based on 2,863 total responses and measures overall financial advisor satisfaction among advisors registered with the Financial Industry Regulatory Authority (FINRA) investment firms. Proprietary study results are based on experiences and perceptions of financial advisors surveyed in February–June and July–August, 2010. Your experiences may vary. Visit jdpower.com.

© 2011 blounttoday.com. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.

  • Discuss
  • Print

Comments » 1

Floydthebarber writes:

I've heard Mr. Grimm and Painter are great advisors, oh and not to forget Donna and Andy. Cusin Billy told me he worked with them years ago over at the big bank. He knows the family's very well too. Sounds like y'all are fortunate to have Leconte Wealth Management in Blount County and congrats to them!

Features