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| Laura Petrie Selected as a 2010 Five Star Best in Client Satisfaction Wealth Manager. Petrie & Stocking shareholder Laura J. Petrie was selected for inclusion in Milwaukee Magazine’s 2010 “FIVE STAR: Best In Client Satisfaction Wealth Manager” list. The2010 FIVE STAR list was originally published in the July, 2010 issue of Milwaukee Magazine, and will be republished in the magazine’s November, 2010 edition. This 2010 FIVE STAR list, representing less than 6 percent of the wealth managers in the Milwaukee area, was the result of a comprehensive survey by Crescendo Business Services and Milwaukee Magazine seeking the “best in client satisfaction” wealth managers in metropolitan Milwaukee. Survey recipients were asked to evaluate only wealth managers they knew through personal experience, based on the following criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations and overall satisfaction. In order to make the list more user-friendly, wealth managers were grouped based upon the primary financial service they provide. Please join us in congratulating Laura J. Petrie for being named a 2010 “FIVE STAR: Best in Client Satisfaction Wealth Manager SM” in the field of estate planning. |