Sean Doherty, a financial planner with Centinel Financial Group LLC in Osterville, was named a Five Star Wealth Manager for 2018, according to a statement from the company. The designation was determined following an independent survey conducted by Five Star Professional and recognizes wealth managers in the Boston area who excel in quality service and client retention.
Five Star Professional identifies its wealth manager award candidates through firm and peer nominations and industry qualifications, according to the statement. Candidates are evaluated on 10 objective eligibility and evaluation criteria, including client retention rates, client assets administered, firm review and a favorable regulatory and compliance history.
Doherty also was recently recognized by Signator Investors Inc. for client excellence in 2017; he also qualified as a member of the Million Dollar Round Table, an association for financial professionals, according to the statement.
Centinel Financial Group has offices in Needham Heights, Boston, Bourne, Marshfield, Maynard and Osterville.
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