The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a
registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the ;nancial services industry for a minimum of 5 years;
3. Favorable regulatory and complaint history review (As de;ned by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in
a license being suspended or revoked, or payment of a ;ne; B. Had more than a total of three customer complaints ;led against them [settled or pending] with any regulatory
authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory
authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a ;nancial settlement of a customer complaint
;led with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Ful;lled their ;rm review based on internal standards; 5. Accepting new
clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of
client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may
purchase additional pro;le ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s
future performance. 3,315 New Jersey wealth managers were considered for the award; 646 (20% of candidates) were named Five Star Wealth Managers.
Michelle L. Keates
401 New Rd., Ste. 200
Linwood, NJ 08221
Direct: (609) 601-2508
Toll-free: (800) 346-1446, Ext. 2508
• Intelligent investing in a complex world
• Comprehensive wealth management
• Custom retirement solutions
Unparalleled Client Commitment
We are an experienced team of ;nancial professionals who
provide prudent, custom-tailored solutions; objective advice; fee
transparency and superior service. We use a thoughtful, disciplined
approach to deliver personalized strategies that are appropriate for
each client’s unique set of circumstances.
I have obtained the credentials of Accredited Wealth Management
AdvisorSM and Chartered Retirement Planning CounselorSM.
Vice President –
John M. Kelley
1601 New Rd., Ste. 101
North;eld, NJ 08225
O;ce: (609) 383-2011
Cell: (609) 992-5606
• Commitment to exceptional client service
• Tactical asset management strategies
• Customized retirement solutions
John is a Senior Vice President of Portfolio Management at Morgan
Stanley, with more than 20 years of experience with ;nancial
consulting, handling investments and wealth management.
The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney,
LLC recommends that investors independently evaluate particular investments, and
encourages investors to seek the advice of a financial advisor. The appropriateness of a
particular investment will depend upon an investor’s individual circumstances and objectives.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed
insurance agency affiliates. ©2014 Morgan Stanley Smith Barney LLC. Member SIPC.
Senior Vice President, Portfolio
Manager, Financial Advisor
Susan McGlory Michel
Glen Eagle Advisors
353 Nassau St.
Princeton, NJ 08540
O;ce: (609) 631-8231, Ext. 450
Toll-free: (866) 912-1440
• Woman-owned ;nancial services ;rm
• Holistic approach to investment management
• 401(k)s for entrepreneurs and business owners
Partners in Wealth Management
Susan has been helping individuals and business owners manage
their wealth since 1988. Susan understands that successful people
have very busy lives and that advising clients must take a holistic
approach versus just focusing on the numbers. Susan builds
meaningful relationships with each client in order to provide
custom advice designed to meet their unique life goals.
Glen Eagle Advisors is a full-service Broker/Dealer and Registered Investment Advisory Firm.
Glen Eagle Advisors, LLC is a member of FINRA, SIPC and MSRB.
Chief Executive Officer, Financial
James J. Jaghab
281 State Rte. 79 N, Ste. 214
Morganville, NJ 07751
Phone: (732) 526-7665
• Comprehensive approach to wealth management
• Executive compensation and stock options
• Certi;ed Divorce Financial Analyst®
Client-Focused Advice and Service
My commitment is to provide highly e;ective ;nancial solutions to
each of my clients based on an in-depth understanding of what is
important to them. My top priority is always my clients’ success.
Investors should conduct their own evaluation of a financial professional as working
with a financial advisor is not a guarantee of future financial success.
Ameriprise Financial Services, Inc., Member FINRA and SIPC.
CFP®, CRPC®, CDFA™