MLFA


Professional Recognitions*

  • Boston Magazine: Robert Glovsky, Cary Geller, Rick Macdonald, and Peter Mitrano were included in the magazine's list of FIVE STAR Wealth Managers. (2010, 2011, 2012)

  • Barron's: Robert Glovsky named one of the Top 100 Independent Investment Advisors in the United States (2007, 2008, 2009, 2010, 2011)

  • Boston Business Journal: One of Boston's largest Independent Investment Advisers (2007, 2008, 2009, 2010, 2011)

  • Financial Planning Association: Robert Glovsky, 2011 Heart of Financial Planning Award

  • The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board), the certifying and standards-setting organization that oversees more than 61,000 professionals holding Certified Financial Planner certification in the U.S., elected Robert Glovsky as Chair of the Board of Directors for 2010

  • Financial Advisor magazine: Independent RIA Rankings (2006, 2009, 2010)

  • Wealth Manager magazine: One of the nation's "Top Wealth Managers" (2006, 2007, 2008, 2009, 2010)

  • Worth magazine: Top Wealth Advisors
    - Cary Geller (1994, 1997, 1998, 1999, 2001, 2002, 2008)
    - Robert Glovsky (eight consecutive times)

  • Bloomberg Markets magazine: One of the nation's Top Wealth Management Firms (2004, 2005, 2006)

  • Consumer Reports: Robert Glovsky chosen as the expert reviewing and evaluating 11 different financial plans (2006)

  • J.K. Lasser's "New Rules for Estate and Tax Planning": Cary Geller and Robert Glovsky listed on the "Top Professional Advisors" list (2005, 2006)

  • Mutual Fund magazine: Robert Glovsky listed as one of the "Nation's Top 100 Financial Planners"(2001, 2002)

* To read the "Disclosure Regarding Recognition Given To Mintz Levin Financial Advisors, LLC Advisory Personnel," please click here.




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