We are excited to announce that G. Ward Keever IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA,® President and CEO of Covenant Wealth Strategies has recently made an appearance in Fortune Magazine and has been recognized by the Five Star Program as one of Delaware’s Five Star Wealth Managers.
By earning this honor, Ward and his team have demonstrated a high standard of quality service and commitment to clients of Covenant Wealth Strategies.
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in North America. The award is based on in-depth research methodology that includes ten objective criteria, which incorporates input from peers, firm leaders, along with client retention rates, industry experience and a thorough regulatory history review. The Five Star program can assist consumers in selecting financial services professionals that show a commitment to clients and have been evaluated on the quality of their current practice.
“I am honored to receive this award. We all know that such recognition is not possible without a team. I am very thankful for our dedicated team that goes above and beyond to serve the needs of our clients who place their confidence in us," said Keever.
In addition to receiving this honor, Ward with the help of his team at Covenant Wealth Strategies, has also been recognized as a Top Advisor by LPL Financial in their Executive Council. This elite award is presented to less than 0.5% of LPL’s 21,000+ advisors nationwide. Ward and the team are also recognized by Forbes as a Best-in-State Advisor. (Years won: 2021, 2022 & 2023)
Education, financial literacy and continuous improvement are the cornerstones of Ward’s leadership as he strives to empower his team and clients and cultivate their financial understanding.
Please contact our office if you are interested in learning more about how we can serve your financial well-being.
Delaware award candidates were identified using internal and external research data, including a survey to more than 1,800 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018 Five Star Wealth Managers. 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 in the future. For research methodology information visit: www.fivestarprofessional.com/public/aboutus.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Financial, Forbes, Five Star and Covenant Wealth Strategies are all separate entities.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Criteria for the LPL Executive Council is based on annual production among LPL Advisors only.