Kris Maksimovich Honored in Forbes Best-in-State Wealth Advisors List
FOR IMMEDIATE RELEASE
DALLAS, TEXAS (January 17, 2020)—Global Wealth Advisors, an RIA in Dallas, Texas, today announces that its President, Kris Maksimovich, AIF®, CRPC®, CExP™ has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. The list was published on Forbes.com, and a condensed listing will be available in the February issue of the magazine.
Kris formed Global Wealth Advisors in 2000 to meet independence from “in-house” products for people who typically seek advanced solutions to complex financial situations. Whether the goal is wealth preservation, asset protection, retirement income distribution, college education funding, business succession, estate planning or a combination of these, his unique 3P Approach© helps clients stay on track.
Wayne Bloom, CEO of Commonwealth Financial Network®, Global Wealth Advisors’ Registered Investment Adviser–broker/dealer, said, “Congratulations to Kris on this well-earned recognition by Forbes. Kris is committed to providing expert guidance and essential support to his clients, and we are proud to provide Global Wealth Advisors with the business solutions they need to power their practice.”
Kris is happy to be included in this year’s list, “Making it on the Forbes list for 2020 is significant because we pride ourselves on providing clients with a high-quality experience. When an independent research team recognizes this, it confirms not only to me, but to the entire team that we are realizing our mission of helping people to live more and worry less.”
The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
About Global Wealth Advisors
Global Wealth Advisors has been providing individuals and organizations with financial guidance since 2000. Located at 4400 State Hwy 121, Suite 200, Lewisville, TX 75056, (972) 930-1238, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.gwadvisors.net. Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Advisory services and fixed insurance products and services offered through Global Wealth Advisors, a Registered Investment Adviser, are separate and unrelated to Commonwealth.
1 This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
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