Kelli Adams of Tewksbury Recognized by Boston Magazine

Courtesy Photo: Kelli Adams

GW & Wade, LLC, an independent, fee-based financial advisory firm, recently announced its ranking among the elite of financial advisors in the Boston area. In the February edition of Boston Magazine, 13 GW & Wade advisors are recognized with the 2015 Five Star Wealth Manager Award.

Kelli Adams of Tewksbury was one of several GW & Wade Counselors recently recognized as 2015 FIVE STAR Wealth Managers by Boston Magazine.

The Five Star Wealth Manager designation is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.

Adams has been with GW & Wade since 2005. Kelli brings her expertise in tax, investment, and retirement planning to her clients. Prior to GW & Wade, Kelli specialized in taxation and investments at State Street Corporation. She currently provides tax, investment and retirement advice to executives and young professionals. Kelli is a graduate of University of New Hampshire (BS). She is a General Securities Representative (Series 7), Securities Agent & Investment Adviser Representative (Series 66) and Enrolled Agent (EA).

Five Star Professional research team applies independent vigorous research and evaluation process to identify service professionals who provide quality services to their clients, according to a press release sent to Tewksbury Patch. After the research is completed and the results are in, Five Star award winners are announced in a special section within the Boston Magazine. Award winners are also listed on the Five Star Professional web site at www.fivestarprofessional.com for the duration of their award year.