SAGEVIEW PROUDLY RECOGNIZES EXCELLENCE IN CLIENT SERVICE BY RECORDKEEPER RELATIONSHIP MANAGERS
NEWPORT BEACH (March 9, 2022) SageView Advisory Group (“SageView”), one of the nation's leading independent RIA firms, presented the 10th Annual Retirement Plan Service Provider Excellence in Client Service Awards at the firm's Annual National Conference in Orange County last month.
SageView is an award-winning provider of retirement plan solutions to plan sponsors across the country, serving more than 1,500 retirement plans across the country, with over $175 billion in assets under advisement.
At the conference, SageView honored seasoned relationship managers for superior commitment and exceptional service delivery to their shared clients as follows:
Ashley Bonina from Fidelity Investments, as nominated by Brian Mahoney, Retirement Plan Consultant, Boston, MA: “Ashley’s partnership with the SageView Boston office has created one of the most client centric teams in the country. She consistently advocates for her clients within Fidelity, helps keep our clients on task when needed, acts as both a sounding board and an idea generator for her clients and delivers for them time and time again. Her support is unparalleled.”
Cynthia Brueckman from T. Rowe Price, as nominated by Nichole Labott, Managing Director, Richmond, VA: “Cindy understands the value a good advisory team offers to her shared clients. She exemplifies being an advocate for her client first, and her firm secondly. She also understands and values partnership, proactively preparing for meetings and consistently initiating communication and collaboration with our team. Cindy knows that the work put in between the quarterly meetings results in a true partnership that leaves the shared client confident with each of their vendor partners.”
Shawn McMahon from Principal Financial Group, as nominated by Shelly Schaefer, Milwaukee, WI: “A challenge for relationship managers is that each advisory firm they engage with has different expectations, levels of client involvement and personalities. One of Shawn’s many strengths is that he understands SageView and our best-in-class approach to servicing our clients. At the beginning of each year, he schedules a planning meeting with us to discuss goals and objectives for our shared clients. When faced with tasks or projects, he listens to others, takes control, and manages from start to finish, finding solutions to any problems that arise efficiently.”
Janice Martin from Fidelity Investments, recognized as a Rising Star by William Posch, Retirement Plan Consultant, Woodside, CA: “Janice intuitively understands SageView's purpose and value to our mutual client. She is knowledgeable about both the recordkeeping and investment side of things and knows when to bring in the right resources. She is collaborative, accessible (no small feat these days) and a great team player. We’re fortunate to have the opportunity to work together.”
This year, SageView also chose to recognize four finalists for their commitment to excellent client service and partnership with SageView. They include Rob Gomez and Paul Ordonez with ADP; Jennifer Murphy with Fidelity Investments; and Ronnie Wiedman with Principal Financial Group.
“Passion, focus and collaboration are three attributes all of this year’s recipients have in common. Ashley, Cynthia, Shawn, and Janice provide service that is above and beyond agreements, and they understand the value both the Recordkeeper and SageView bring to the client. We are excited to recognize their hard work and ongoing partnership,” said Randy Long, SageView Founder and CEO.
About SageView Advisory Group
SageView Advisory Group is an SEC Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, and provides comprehensive wealth management services to individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide, with over $175 billion in assets under advisement.
SageView Advisory Group, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. No advice may be rendered by SageView Advisory Group, LLC unless a client service agreement is in place.
For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.