Firm Recognition

David Gillespie has been nationally recognized:

'Five Star Wealth Manager' Award as featured in Boston Magazine (2014-2021)

• 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 2014-2021 Five Star Wealth Managers.

LPL Financial 'Freedom Club' (2014-2021)

• This distinction is based upon an annual production ranking of registered financial advisors supported by LPL Financial.