Congratulations to XPX member Larry Rollins, CFP®* for being named as one of the top 100 Wealth Advisors in Westchester and Fairfield Counties by the Westchester and Fairfield County Business Journals!**  Honorees were presented their awards at a ceremony held on Thursday, May 16th held at Greystone on Hudson in Tarrytown, New York.  Larry joined Brenton Point Wealth Advisors in July of last year and opened Brenton Point’s Westport office earlier this year.  Larry most recently served as Vice President and Financial Consultant for Fidelity Investments in their Private Client Group, out of their Greenwich, CT office.  From  2011 -2017, Larry received the President’s Circle Award five times, which recognizes the top 5% of Fidelity’s financial consultants nationally.***

*Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

**Selection to the top 100 Wealth Advisors in Westchester and Fairfield Counties is based on financial analysis conducted by the Westchester and Fairfield County Business Journals and working or living in the region.

***The President’s Circle Award selection criteria are based on an advisor’s success in client loyalty (satisfaction) scores, client retention, client acquisition and leadership.