Laura Barry of Baker Tilly Investment Advisors earns FIVE STAR Wealth Manager Award

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For Immediate Release: June 16, 2010 

Milwaukee, WI - Baker Tilly Investment Advisors, LLC, is proud to announce that Laura Barry has earned the FIVE STAR Wealth Manager Award from FIVE STAR Professionals for overall client satisfaction. 

Laura Barry joined the firm in 2004 and has more than 20 years of experience in the financial services industry. She specializes in personal financial planning, working closely with clients to align their resources and create objectives in support of their strategies. Laura is a Certified Financial Planner™.

This award is given to wealth managers with the highest level of overall client satisfaction. More than 30,000 high-net-worth residents in the Milwaukee area and 4,000 financial services industry professionals are surveyed to determine the ratings.

Survey recipients evaluate wealth managers they have personal experience with on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints as reported by regulatory agencies. Before finalizing the list, wealth managers are reviewed by a blue-ribbon panel comprised of individuals from within the financial services industry.

Baker Tilly Investment Advisors has more than $1.2 billion in assets under management and is a subsidiary of Baker Tilly Virchow Krause, LLP (Baker Tilly). With staff totaling more than 1,400, Baker Tilly provides a wide range of accounting, tax, assurance, and consulting services. The firm has offices in Chicago, Detroit, Minneapolis, New York, Washington, D.C., and throughout Wisconsin. Baker Tilly is an independent member of Baker Tilly International, the world’s 8th largest network made up of 145 high quality, independent accounting and business services firms in 110 countries, with more than 25,000 professionals. The combined worldwide revenue of independent member firms exceeds $2.95 billion.
 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Baker Tilly Investment Advisors, LLC is a registered investment advisor and a subsidiary of Baker Tilly Virchow Krause, LLP. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, or tax advice. While the information is deemed reliable, Baker Tilly cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. Past performance does not guarantee future results. Baker Tilly refers to Baker Tilly Investment Advisors, LLC and Baker Tilly Virchow Krause, LLP for this page of the website. Baker Tilly Virchow Krause, LLP is an independently owned and managed member of Baker Tilly International.