5 Advisors Earn Five Star Wealth Manager Award
Global Wealth Advisors, a RIA in Dallas, Texas, today announces that five of their professional advisors have been named a 2021 Five Star Wealth Manager*. The recognition for Dallas can be seen here and for Houston can be seen here.
“We are pleased to have been named to this prestigious list—a recognition we believe speaks to our firm’s commitment to providing clients with a high-quality financial planning experience using our 3P Approach©,” said President Kris Maksimovich, AIF®, CRPC®, CRC®. “We are grateful for the trust our clients place in us and remain committed to providing the personalized guidance and support they need to achieve their unique financial goals.” Kris, along with managing partners Dean Elliott and Tom Kennedy, CFP®, and wealth managers Ben Murphy, CPA, PFS™, and Kevin M. Curley, II, CFP® have over a combined total of 100 years of experience.
“This award speaks volumes—not only to the caliber of Kris, Dean, Tom, Ben and Kevin and their practices, but also to the quality of work and personalized attention they put into their clients,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Global Wealth Advisors’ Registered Investment Adviser–broker/dealer. “Each are valued members of Commonwealth, and we are extremely pleased to see them recognized on this scale.”
The Five Star program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 45 major markets.
About Global Wealth Advisors
GWA has been providing individuals and organizations with financial guidance since 2008. Headquartered at 4400 State Hwy 121, Suite 200, Lewisville, TX 75025, (800) 670-0497, they have offices in Dallas, Houston, and Midland in Texas and in Pittsburgh, Pennsylvania. GWA advisors pride themselves on crafting strategies unique to each client using their proprietary 3P Approach© to planning. For more information, please visit www.gwadvisors.net. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Global Wealth Advisors are separate and unrelated to Commonwealth. Fixed insurances products and services offered through Global Wealth Advisors or CES Insurance Agency.
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* Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,007 Dallas-Fort Worth wealth managers were considered for the award; 309 (8 percent of candidates) were named 2021 Five Star Wealth Managers. 3,133 Houston area wealth managers were considered for the award; 173 (6 percent of candidates) were named 2021 Five Star Wealth Managers. These awards are not indicative of a wealth manager’s future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
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