Dan and Jim Win the 2022 Five Star Wealth Manager Award
For the 4th year in a row, Dan Ahmad and Jim Files are winners of the exclusive 2022 Five Star Wealth Manager award. Wealth Manager award winners are identified based on a rigorous research process and selected from among thousands of wealth managers for their knowledge, service, and experience. Dan and Jim are part of an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria.