Read the latest news and information about Global Wealth Advisors
GWA Advisors Named
2024 Five Star Wealth Manager
2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in July 2024 based on data gathered between October 2023 and April 2024. 4,255 advisors were considered, 342 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit: www.fivestarprofessional.com.
Kris Maksimovich Honored in Forbes‘
Best-in-State Wealth Advisors List for 2024
2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.
GWA Advisors Named
2023 Five Star Wealth Manager
2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in July 2023 based on data gathered between October 2022 and May 2023. 4,274 advisors were considered, 336 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit: www.fivestarprofessional.com.
Kris Maksimovich Honored in Forbes‘
Best-in-State Wealth Advisors List for 2022
2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, 6,500 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Tom Kennedy Elected board member with
United Against Human Trafficking
UAHT, Global Wealth Advisors Managing Partner Tom Kennedy, CFP® has been elected to the board for nonprofit United Against Human Trafficking (UAHT). As a board member, he will assist with business planning and fundraising, as well as providing trafficking survivors with the financial skills necessary to reduce risk of revictimization.
A Total of 4 GWA Advisors Named
2021 Five Star Wealth Manager
2013-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in July 2022 based on data gathered between May 2021 and February 2022. 4,039 advisors were considered, 330 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit: www.fivestarprofessional.com.
Kris Maksimovich Honored in Forbes‘
Best-in-State Wealth Advisors List for 2021
2021 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2021 based on data gathered from June 2019 to June 2020. 32,725 Advisors were considered, 5,000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
GWA Partners with
U.S. Marine Corps Reserve Toys for Tots Program
Toys for Tots, Global Wealth Advisors, a Financial Planning and Wealth Management firm in Dallas, Texas, today announces the firm is sponsoring a toy drop-off box to help needy children as part of the 2020 Toys for Tots Program. According to the 2019 United States Census Bureau Income and Poverty report, one in seven children – nearly 12 million – live in poverty.
Kris Maksimovich Honored in Forbes‘
Best-in-State Wealth Advisors List for 2020
2020 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2020 based on data gathered from June 2018 to June 2019. 32,000 Advisors were considered, 4,000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Global Wealth Advisors and Nickel From Nicole
partner for driver safety program
Nickel from Nicole, Global Wealth Advisors has partnered with Nickel from Nicole, a Plano non-profit, to assemble “Nickel Cards” which will be sent to school districts around Texas to help remind student drivers to be safe. The volunteer event benefits the driver safety program and is usually held in April at the GWA office.
Villanova University Alumni Association to Present
Young Alumni Medal to Kevin Curley II ’09
2017 Villanova University Young Alumni Medal, this annual award is given to an alumni who shows a commitment to making a difference in the lives of others and their college and not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor.
Global Wealth Advisors Supports
Cystic Fibrosis Foundation, Global Wealth Advisors (GWA) announces its commitment to giving back to the communities in which they serve, as they partnered with the Cystic Fibrosis Foundation in their 2017 Chicago Title Dallas Wine Opener fundraising efforts. Since 1955 the Cystic Fibrosis Foundation has been leading the search for a cure.
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