Wells Fargo Advisors

Congratulations to Paul T. Murray, ChFC®, CDFA™ and Joseph J. Quigley, CDFA™ for having been honored with the 2009 Five Star Wealth Manager Award.  Please see the November issue of Philadelphia Magazine for a complete list of award winners*.  Pictured left to right : Paul S. Rose, Joseph J. Quigley, and Paul T. Murray.

The Rose Quigley & Murray Group of Wells Fargo Advisors is founded upon the principle that financial advice should be provided in the client’s best interests according to their values and unique goals. Our investment philosophy focuses on the creation of a goals-based investment plan, responsible growth of assets, and a clear understanding of risk and reward. In light of this, we utilize strategies and products that are designed to minimize investment losses, and provide the potential for growth of capital and lifetime income. 

The cornerstone of our relationship is founded on our Five Step Process and  the completion of a comprehensive investment plan that reflects these goals and values.  We provide our clients with a simplified process and periodic reviews, working with them to help them reach their goals. 

With over 36 years of investment experience, we believe in fee-based investment management, not commission-based trading**.  As such, we sit on the same side of the table with our clients.  Our compensation is directly linked to the performance of their accounts.

*The Survey was conducted by Crescendo, as an independent third-party research firm.  They surveyed 95,000 consumers of the magazine and 6,500 Financial Service Professionals to evaluate the more than 15,000 candidates in the Philadelphia area as the best in client satisfaction wealth managers.  The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, recommendations and overall satisfaction.  After survey results are tallied they take the top scoring candidates which represent less than 7% of their market and forward to a panel to further review a sample of the selection.  Only wealth managers with five years of experience in the financial services industry are considered. The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the financial adviser’s clients. The rating is not indicative of the financial advisor’s future performance. Wealth Managers may or may not use discretion in their practice and therefore may not manage their client’s assets. Please keep in mind that working with a FIVE STAR Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected Wealth managers will be awarded this accomplishment by Crescendo in the future.  For more information on the rating methodology, go to www.fivestarprofessional.com/wmresearch/.**Fee based programs may not be appropriate for all clients.  Wells Fargo Advisors is not a legal or tax advisor.

 
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