Phil Swan – Five Time Five Star Wealth Manager

January 2018

2018

“I am pleased to announce that Phil Swan has received the Five Star Wealth Manager Award for the fifth year in a row”, said John Galvani, President and CEO of Norwood Bank. Phil is a Vice President at Norwood Bank and Investment Executive with Infinex
Financial Group.

The Five Star Award is presented to less than 6% of all financial advisors throughout the US and Canada. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client satisfaction and retention rate. Candidates also undergo a thorough regulatory and complaint review.

“Phil has been with Norwood Bank and Infinex for almost 14 years and has been such a great resource for our customers, our local residents and business owners, we are very proud that he is part of our team” Galvani added.

Phil is a graduate of Boston University’s Advanced Program for Financial Planners, is a Registered Financial Planner and Certified in Long Term Care Planning. He is married with two children and lives in Milton.

The Five Star Disclosure: The Five Sta Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.