Exclusive recognition of Dallas/Forth Worth-area wealth managers.
Thank you for the faith and trust you enlist in us daily. We take great pride in protecting, growing and managing your assets, but we most value our relationships with each and every one of you.
BURLESON, TX (PRWEB) JUNE 27, 2016
Five Star Professional is pleased to announce Jeremy Walker, Maverick Wealth Management, has been chosen as one of Dallas/Fort Worth’s Five Star Wealth Managers for 2016.
Five Star Professional partnered with Texas Monthly to recognize a select group of Dallas/Fort Worth-area wealth managers who provide quality services to their clients. Jeremy Walker is featured, along with other award winners, in a special section of the August issue.
“Once my injuries became too plentiful to remain competitive, it became clear I was not going to play professional sports. I then went to college to do just this. Numbers and finance always came easy to me, and I loved the challenges of problem-solving. I was able to obtain my first degree (BBA) in financial planning and my second degree in insurance to help with comprehensive financial planning,” says Jeremy Walker of Maverick Wealth Management.
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“Thank you for the faith and trust you enlist in us daily. We take great pride in protecting, growing and managing your assets, but we most value our relationships with each and every one of you,” says Jeremy.
“Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve,” stated Dan Zdon, CEO, Five Star Professional.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.
Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 2,471 Dallas/Fort Worth wealth managers were considered for the award; 678 (28 percent of candidates) were named 2016 Five Star Wealth Managers.
*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
For research methodology information visit http://www.fivestarprofessional.com.
Link to original publication here.