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Detroit Five Star award winner

PROFESSIONAL PROFILE

Barbara J. Fanone

Financial Consultant
Priority Wealth Management, L.L.C.
47569 Jefferson Ave
Chesterfield, MI 48047
Office: 586-949-3782 x6
Cell: 586-876-9243
barbara.fanone@lpl.com
www.prioritywealth.com

Professional Approach

Barbara and her husband Mauro live in Macomb Township. They have have three children, Lorice, a nurse, Mario, a tile contractor, and Rachel, a CPA. They also have seven grandchildren, three girls and four boys.

In her leisure time Barbara enjoys spending time with her family, and especially with the grandchildren. She also enjoys walking and biking, scrapbooking, and reading.

Barbara has over 20 years of experience in both, financial and estate planning strategies. She works with seniors, professionals, business owners and their families to help maximize their wealth. Barbara’s focus is set on helping investors develop an individualized plan to help preserve their capital and increase their income, while maintaining their independence in retirement. Because of this “planning” driven approach, she emphasizes long–term relationships, which are the cornerstone of her business practice.

Barbara is affiliated with the America Group Retirement Strategy Centers and LPL Financial, which is one of the leading independent financial service firms. Unlike many other brokerage firms, LPL does not develop its own investment products, enabling their investment professionals to offer objective financial advice.

She holds life and health insurance license in the state of Michigan. She is also a member of the Senior Coordinating Aging Network, Macomb County Healthcare Alliance, and Sterling Heights Regional Chamber of Commerce & Industry.

 

This award was issued on 5/1/22 by Five Star Professional (FSP) for the time period 09/3/2021 through 03/11/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3273 Detroit-area wealth managers were considered for the award; 304 (9% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 3260, 274, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12.
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“Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 Five Star Wealth Managers.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
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 (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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. Visit www.fivestarprofessional.com.