Donald Duncan Named a 2018 Five Star Wealth Manager in Chicago
Savant Capital Management, an independent, nationally-recognized, fee-only wealth management firm, is pleased to announce that Financial Advisor and Managing Partner Donald Duncan received the 2018 Five Star Wealth Manager Award for the Chicago area. The announcement was published in the November issue of Chicago Magazine and is the seventh time Duncan has won the award.
Duncan, founder of D3 Financial Counselors, a Chicago-based financial advisory firm that merged with Savant in September, is responsible for managing all aspects of the financial planning and investment process for Savant’s clients.
The Five Star Wealth Manager Award, administered by Five Star Professional, the largest and most widely published award program in North America, recognizes professionals in the financial services industry who are committed to excellence. Candidates were selected based on market-specific research and 10 objective criteria including assets under management and client retention rate. Candidates also underwent a thorough regulatory and complaint review.
“I am honored to be among Chicago’s most respected and best wealth management professionals,” said Duncan. “I believe this recognition is a direct result of my dedication to help clients overcome unexpected obstacles and work towards their lifetime goals.”
Nearly 5,500 Chicago-area wealth managers were considered for the award, 435 of which were named 2018 Five Star Wealth Managers. Winners did not pay a fee to be included in the research or the final list of recipients.
Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services.
Please Note: LIMITATIONS: Neither rankings and/or recognition by unaffiliated rating services, publications, 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 Savant 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 (see link[s] as to participation data). No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients. ANY QUESTIONS: Savant’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.