Broker Check

Accolades

Valis and Manis Named to LPL Financial Directors Club

February 15, 2018

Blackstone Valley Wealth Management’s two advisors, James A. Valis, CFP® and Gregg R. Manis, CFP®  have been recognized as a top financial advisors and named to LPL Financial’s Director's Club, a distinction given to the top advisors based on their business success compared to the more than 14,000 LPL advisors registered nationwide. LPL awards select advisors, out the more than 15,000 LPL-affiliated advisors nationwide, with this distinction based on an advisor’s business success.

“On behalf of LPL, I congratulate James and Gregg,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “James and Gregg both have demonstrated tremendous value to their clients with the service they provide to help clients pursue their financial goals. We thank James and Gregg for the contributions they make to their clients, their commitment to offering their clients independent financial advice and their ongoing relationship with support of LPL. We wish them both continued success.” 

2018 Five Star Wealth Manager Award

January 15, 2018

Blackstone Valley Wealth Management’s two advisors, James A. Valis, CFP® and Gregg R. Manis, CFP® will be recognized for the fourth year in a row with the 2018 Five Star Wealth Manager Award in the February edition of Boston Magazine.  “We are honored to receive the award again this year, but really we are just working in the best interest of our clients.”, said James, Blackstone’s co-founder. This years list of award winners will be published in the February 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.


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.”



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.

View 40 Under Forty Profile

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.