Our Awards

Five Star Wealth Manager 2024
Five Star Wealth Manager 2012-2023

Angela Simmons – Five Star Wealth Manager 2024
The Five Star Wealth Manager award was issued on January 1, 2024, by Five Star Professional (FSP) for the time period May 15, 2023, through November 30, 2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3,339 Seattle-area wealth managers were considered for the award; 260 (8% of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

Angela Simmons – Five Star Wealth Manager 2012
Award issued on January 1, 2012 by Five Star Professional (FSP) for the time period May 12, 2011 through October 30, 2011. 2,697 Seattle-area wealth managers were considered for the award; 682 (25% of candidates) were named Five Star Wealth Managers.

Angela Simmons – Five Star Wealth Manager 2014
Award issued on March 1, 2014 by Five Star Professional (FSP) for the time period May 12, 2013 through October 10, 2013. 2,649 Seattle-area wealth managers were considered for the award; 425 (17% of candidates) were named Five Star Wealth Managers.

Angela Simmons – Five Star Wealth Manager 2015
Award issued on January 1, 2015 by Five Star Professional (FSP) for the time period May 12, 2014 through October 30, 2014. 2,023 Seattle-area wealth managers were considered for the award; 530 (27% of candidates) were named Five Star Wealth Managers.

Angela Simmons – Five Star Wealth Manager 2016
Award issued on December 1, 2015 by Five Star Professional (FSP) for the time period May 12, 2015 through October 30, 2015. 1,678 Seattle-area wealth managers were considered for the award; 412 (25% of candidates) were named Five Star Wealth Managers.

Angela Simmons – Five Star Wealth Manager 2017
Award issued on December 1, 2016 by Five Star Professional (FSP) for the time period March 26, 2016 through November 18, 2016. 1,785 Seattle-area wealth managers were considered for the award; 436 (24% of candidates) were named Five Star Wealth Managers.

Angela Simmons – Five Star Wealth Manager 2018
Award issued on January 1, 2018 by Five Star Professional (FSP) for the time period April 25, 2017 through November 6, 2017. 2,452 Seattle-area wealth managers were considered for the award; 266 (11% of candidates) were named Five Star Wealth Managers.

Angela Simmons – Five Star Wealth Manager 2019
Award issued on January 1, 2019 by Five Star Professional (FSP) for the time period April 23, 2018 through November 9, 2018. 2,752 Seattle-area wealth managers were considered for the award; 290 (11% of candidates) were named Five Star Wealth Managers.

Angela Simmons – Five Star Wealth Manager 2020
Award issued on January 1, 2020 by Five Star Professional (FSP) for the time period April 1, 2019 through November 13, 2019. 2,735 Seattle-area wealth managers were considered for the award; 273 (10% of candidates) were named Five Star Wealth Managers.

Angela Simmons – Five Star Wealth Manager 2021
Award issued on January 1, 2021 by Five Star Professional (FSP) for the time period April 27, 2020 through October 30, 2020. 2,938 Seattle-area wealth managers were considered for the award; 284 (10% of candidates) were named Five Star Wealth Managers.

Angela Simmons – Five Star Wealth Manager 2022
Award issued on January 1, 2022, by Five Star Professional (FSP) for the time period May 10, 2021, through November 30, 2021. 2,938 Seattle-area wealth managers were considered for the award; 267 (9% of candidates) were named Five Star Wealth Managers.

Angela Simmons – Five Star Wealth Manager 2023
Award issued on January 1, 2023, by Five Star Professional (FSP) for the time period April 18, 2022, through October 21, 2022. 2,994 Seattle-area wealth managers were considered for the award; 268 (9% of candidates) were named Five Star Wealth Managers.