CERTIFIED FINANCIAL PLANNER^TM  (CFP^®)

Stephen has earned his CERTIFIED FINANCIAL PLANNER™ professional certification. To earn this designation he has demonstrated skill in analyzing and developing personal long-term financial strategies. He has completed hundreds of hours of rigorous financial planning courses and examinations. These courses are then followed by a 10- hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.

Accredited Asset Management Specialist (AAMS^®)

Brian, Stephen and Michele have earned the AAMS^® designation by completing the required course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, they passed an end-of-course examination that tested their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Barron’s Top 1200 State By State Advisors¹

Barron’s has recognized Stephen (2017-2022) and Brian (2015-2022) among the Top 1,200 Advisors . This level of recognition validates their commitment to building strong relationships with their clients and helping implement strategies to help them achieve their goals.

Forbes Best-In-State Wealth Advisors²

Both Stephen and Brian were selected among the best wealth advisors in New Hampshire from 2018-2022. Brian and Stephen ranked among the top advisors who were nominated by their firm—and then researched, interviewed and assigned a ranking within their respective states. The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Wells Fargo Advisors Platinum Council³

Both Stephen and Brian are Wells Fargo Advisors Platinum Council. Stephen has earned the distinction of being a Platinum Council Advisor with Wells Fargo Advisors since 2015 and Brian has earned the distinction of being a Platinum Council Advisor with Wells Fargo Advisors since 2014. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Forbes Top Wealth Management Teams ⁴

For 2022 The Doyle Loughman Wealth Management Group of Wells Fargo Advisors was recognized as a Forbes Top Wealth Management Teams - top 100 in the nation. The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Forbes Best-In-State Wealth Management Teams⁵

For 2023 The Doyle Loughman Wealth Management Group of Wells Fargo Advisors was recognized as a Forbes Best-In-State Wealth Management Teams - ranked first in the state of New Hampshire for 2023. The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 

 


CFP^®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CFP^® Board. These marks are awarded to individuals who successfully complete the CFP^® Board’s initial and ongoing certification requirements.

1 The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.