Blackstone Valley Wealth Management’s two advisors, James Valis and Gregg Manis, recently were recognized with inclusion in LPL Financial’s Director Club and Freedom Club, respectively.
With more than 19,000 LPL-affiliated advisors nationwide, LPL awards select advisors with these distinctions based on an advisor’s business success.
“I congratulate James and Gregg on behalf of LPL,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We applaud their dedication to making meaningful impacts in the lives of their clients every day. We’re honored to support advisors like them and wish them continued success.”
Valis and Manis are managing partners at Blackstone Valley Wealth Management and have been providing financial services to clients in the New England area for more than 40 years collectively. Blackstone Valley Wealth Management is located in Hopkinton and uses a distinctive wealth management process to deliver personalized plans that allow each client to pursue their goals. The company addresses investment consulting, advanced planning issues and relationship management.