Press Releases

Commonwealth Financial Network® Recognizes Financial Milestone of Bartholomew & Company, Inc.

Waltham, MA (February 27, 2013)—Commonwealth Financial Network®recently recognized Bartholomew & Company, Inc., as they reached the substantial milestone of $1 billion in total client assets (as of February, 2013). Bartholomew & Company, Inc. has been affiliated with Commonwealth since 1994.

“We have proudly partnered with Tom since the inception of his firm and have seen firsthand how his passion, spirit, and work ethic have translated into the immense success of his practice,” said Commonwealth CEO Wayne Bloom. “We at Commonwealth look forward to supporting the evolving needs of Bartholomew & Company, and we anticipate continued achievements and accolades.”

“It has been a privilege to witness the tremendous success of Bartholomew & Company over the years,” said Commonwealth CFO Rich Hunter. “Tom has transformed his wealth management practice through steady organic growth, building and maintaining strong ties throughout the Worcester community, and through his unwavering commitment to serving his clients with integrity. The entire Commonwealth family celebrates his well-deserved accomplishment.”

About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, and a registered investment adviser, is the nation’s largest privately held independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power and Associates ranks Commonwealth “Highest in Independent Advisor Satisfaction among Financial Investment Firms” two times in a row.* The firm supports more than 1,500 independent registered representatives nationwide and makes available a comprehensive array of financial products and services. For more information, please visit www.commonwealth.com.

*Commonwealth Financial Network received the highest numerical score in the independent advisor segment in the proprietary J.D. Power and Associates 2010 and 2012 Financial Advisor Satisfaction Studiessm. The 2012 study was based on nearly 2,800 total responses and measures overall financial advisor satisfaction among advisors registered with Financial Industry Regulatory Authority (FINRA) investment firms. Proprietary study results are based on experiences and perceptions of financial advisors surveyed between November 2011 and January 2012. Your experiences may vary. Visit jdpower.com.

Press Releases