Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.
Achieving Client Excellence Disclosure
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered.
Millennial Advisor Award
The 2017 Millennial Advisor Award is given by the American College of Financial Services (ACFS) to 10 individuals under the age of 35 who are deemed to have made a significant impact in their profession. The 10 winners were selected by a group of their peers out of 129 candidates. Each winner has consistently demonstrated a high level of commitment, education and integrity according to the ACFS.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings not be construed as an endorsement of the advisor by any client nor are they representative of any on client's evaluation.