Valis Named to LPL Financial Directors Club
March 13, 2017
James A. Valis, CFP® has been recognized as a top financial advisor and named to LPL Financial’s Director's Club. This distinction is is given to the top advisors based on their business success compared to the more than 14,000 LPL advisors registered nationwide. “On behalf of LPL, I applaud James for earning this distinction and thank him for the contributions he has made to his clients, LPL and the financial services industry,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “James’s success is reflective of the value he has created with his clients by delivering independent financial advice and a robust service offering to help them work toward their financial goals. We are proud to support James and wish him continued success.”
2017 Five Star Wealth Manager Award
January 1, 2017
Blackstone Valley Wealth Management’s two advisors, James A. Valis, CFP® and Gregg R. Manis, CFP® were awarded the Five Star Wealth Manager Award for the third year in a row. This years list of award winners will be published in the Feburary edition of Boston Magazine. This exclusive designation is given to select wealth managers in more than 40 markets throughout the U.S. and Canada. Award candidates were evaluated against 10 objective criteria and resulted in the Boston area’s top 3% of wealth managers who provide quality services to their clients.
The Five Star Wealth Manager Award is 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 2017 Five Star Wealth Managers.
Valis Receives 40 Under Forty Award
August 29, 2016
James Valis has been chosen as a recipient of the 2016 Worcester Business Journal 40 Under Forty Award! This award is a celebration of young business leaders who are making a big impact in the community through business, volunteering and philanthropy. Jim was chosen as a winner this year from the hundreds of applicants in the Worcester area.
The criteria for the 40 Under Forty award includes residence in Massachusetts, employment in Central Massachusetts, and being under 40 years old as of the event date. The judges score the nominees based on their career accomplishments and contributions to the community. Four judges score the nominees on a scale of 1-10, with 10 being the highest. The judges' score were totaled to reveal the top 65 finalists. Those finalists are reviewed and the top 40 were selected by the WBJ publisher and events manager.
LPL Financial Freedom Club
March 22, 2016
James A. Valis, CFP® has been recognized as a top financial advisor and named to LPL Financial’s Freedom Club for the second year in a row. This distinction is based on where the advisor’s annual production ranks among the firm’s approximately 14,000 registered nationwide advisors.*"Freedom Club advisors exemplify leadership in the financial industry and in their communities," said Andy Kalbaugh, managing director and divisional president, LPL Business Consulting and Relationship Management. "We congratulate James on this distinct achievement, which represents not only an elite level of success, but a commitment to superior service and to helping clients prosper and pursue their financial goals."
* Freedom Club Honor is awarded to less than 40% of LPL Financial Advisors.