Five Star Wealth Manager Award Winner 2012-2014, 2018-2025
Since 2012 David M. Parent and his Wealth Management firm Financial Vision, LLC have been selected as a FIVE STAR Wealth Manager by a joint Connecticut Magazine and Crescendo Business Services survey.
We are proud of this designation which goes to a very select group of the wealth advisors in the state of Connecticut.
By assisting clients in every aspect of their financial lives and providing the most personal service available, we have earned a reputation for industry excellence. Life is constantly changing with many obstacles along the way. We provide life solutions to keep you on the right path and help you create a vision for life.
Our philosophy is to grow and protect your wealth so you are more confident about your financial life. Our comprehensive wealth management strategy system helps us to provide you with advice and recommendations on a variety of issues such as: investments, taxes, retirement and estate planning issues.
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com
Women's Choice Award 2019-2025
The Women’s Choice Award is the premier recognition award for advisors who provide quality service to their female clients.
The Women’s Choice Award® Financial Advisor Program is the only recognition program that acknowledges well-qualified advisors who are committed to the women’s market and effectively serve women clients.
Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2016, of the 783 considered for the Women’s Choice Award, 122 were named Women’s Choice Award Financial Advisors/Firms.
Advisors who qualify for the Award must go through an extensive evaluation process using 17 objective criteria including credentials, experience and a favorable regulatory history, among other factors. In addition, and to augment the evaluation process, the advisor is required to submit letters of validation, substantiating their good standing at their current firm.
Today women hold more than half the wealth in the United States and own 40% of America’s privately held businesses, and there’s more to come. Baby boomers stand to inherit $10 trillion in the next few years, and women will get the bulk of it as they outlive their fathers, brothers and husbands. The women’s market is strong and getting stronger, as the greatest wealth the world has ever seen settles into the hands of baby boom women. Yet this affluent market is underserved: Only 20% of women investors have a financial advisor, but 70%would like to work with one.
The Women’s Choice Award for Financial Advisors and Firms was created by Women Certified Inc. in an effort to identify advisors that women can trust.
ABOUT WOMEN'S CHOICE AWARD
To receive the Women's Choice Award, individuals must satisfy a series of evaluation criteria associated with providing quality service to women clients. Financial Advisors may pay a basic program fee to cover the cost of comprehensive review and client survey. Third party rankings and recognitions are not indicative of past or future investment performance and should not be construed as an endorsement of the financial advisor. For more information, go to www.womenschoiceaward.com
SSN Top Producer Award 2016-2017
David has consistently excelled at providing advice and service to his clients. He is ranked in the top 6% in the Advisory Council with Securities Service Network, LLC.
This Award is not paid for, is not an endorsement of services and represents Advisors who were chosen to provide valued feedback to SSN with regard to policy, procedure and guidance on future business implementation.