Read the latest news about Global Wealth Advisors
March 30, 2018
FOR IMMEDIATE RELEASE
DALLAS, TEXAS – 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 has been scheduled for Saturday, April 7th from 9:00 a.m. until noon at the Global Wealth Advisors (GWA) office.
GWA President Kris Maksimovich, AIF®, CRPC®, will kick-off the meeting by presenting a $1,000 donation to Nickel from Nicole on behalf of GWA and the Commonwealth Cares foundation, administered through Commonwealth Financial Network®, GWA’s broker-dealer. According to Maksimovich, “GWA and Commonwealth Cares are inspired by Nickel from Nicole’s effort to educate young drivers. As a father of a 16-year-old driver myself, I can appreciate the need to remind them that they are inexperienced and must take extra care on the road.”
During this event, volunteers will be divided into breakout groups that will perform different tasks required in assembling the “Nickel Cards”. When completed, these cards will be sent to various school districts, and academic groups who have requested them to start, or compliment a safe driving awareness campaign.
Nickel from Nicole, a 501(c)(3) organization, was formed out of tragedy as passenger, 16-year-old Nicole became a victim of reckless driving. No texting. No drugs. No alcohol. In the wake of her death, classmate Lance nicknamed Nicole “Nickel”, and taped a nickel to the dashboard of his car to always remind himself to drive safely. Nicole’s father Jeff LeGrow, and President of Nickel from Nicole, is paying Lance’s message forward. According to LeGrow, “The #1 cause of teen deaths in the USA is car accidents. Our objective is simple; to get other teens to place a nickel on their dashboard as a constant reminder for them to drive safely.”
Commonwealth Cares is a 501(c)(3) charity operated and administered through Commonwealth Financial Network®. Commonwealth Cares provides contributions of time, talent, and financial support to a wide range of philanthropic efforts aimed at relieving human suffering, promoting social and economic growth, and sustaining and protecting our planet’s resources.
About Global Wealth Advisors: Founded in 2008, GWA is a premier financial advisory firm offering boutique wealth management. Headquartered in Dallas, Texas, with branch offices in Houston, Sweeny and Snyder, Texas, the GWA team has developed and refined a process to help clients retire when they want to, or get to a “work-optional” lifestyle, through a unique planning and wealth management process: The 3P Approach. For more information, visit www.gwadvisors.net.
December 5, 2017
FOR IMMEDIATE RELEASE
VILLANOVA, Pa. – The Villanova University Alumni Association (VUAA) has selected Kevin Curley II ’09, as the recipient of its Young Alumni Medal. Villanova University President the Rev. Peter M. Donohue, OSA, PhD, presented the award to him at an alumni association event Nov. 8 in Dallas. A 2009 graduate of the Villanova School of Business (VSB), Curley is a Certified Financial Planner at Global Wealth Advisors, a community leader in the Dallas area and an active volunteer leader in Villanova’s comprehensive capital campaign, “For the Greater Great: The Villanova Campaign to Ignite Change.”
The Young Alumni Medal is presented by the VUAA to an alumnus or alumna who has reached a significant level of achievement in his/her profession and who is a model of the quality and caliber of today’s Villanova student. The award honors alumni who have made outstanding contributions to society, including professional or academic achievements and service to the college.
Curley is among a select group of financial advisors who has earned the Certified Financial Planner designation. At Global Wealth Advisors, he counsels families on investments, estate and financial planning. Curley previously worked at UBS, where he was invited to participate in the New Financial Advisors Forum for top producing new hires in 2013.
Since graduating from Villanova in 2009, Curley has remained an active member of the University community. He serves on the campaign executive committee for the Villanova Campaign to Ignite Change and co-chairs a committee seeking to increase participation among young alumni.
Curley is a leader in the Dallas community, lending his time and expertise to numerous local organizations. He spearheaded a fundraising effort to benefit Vogel Alcove, an organization whose mission is to help young children overcome the lasting and traumatic effects of homelessness. Vogel Alcove serves as many as 200 children each day, allowing them to learn, grow and thrive in a place free from hunger or trauma. Through the efforts of Curley and a team of fundraisers, they built two much-needed storage facilities for play equipment and painted murals to help inspire the children. Furthermore, through in-kind donations, Vogel Alcove was able to add a new shade structure over the blacktop to protect children from the Texas heat.
In 2015, Curley was selected to the Leadership Dallas program run by the Dallas Regional Chamber (DRC). Leadership Dallas is the DRC’s flagship leadership development program, aimed at providing the city with an ongoing source of diverse leaders who are prepared and committed to serve as catalysts and sustainers of positive change for the quality of life in the greater Dallas area. Curley also serves on the board of the Dallas Center for Architecture and, in 2016, co-chaired their annual fundraiser, Rockitecture, which netted more than $90,000 to benefit the center and a scholarship for diversity in architecture. Additionally, Curley serves on the board of Uptown Dallas Inc., an organization focused on the management of the public improvement district for the economic engine of the city.
Kevin and his wife Courtney ’09 are the parents of a one-year-old son, Declan.
About Villanova University: Since 1842, Villanova University’s Augustinian Catholic intellectual tradition has been the cornerstone of an academic community in which students learn to think critically, act compassionately and succeed while serving others. Ranked among the nation’s top universities, Villanova supports its students’ intellectual growth and prepares them to become ethical leaders who create positive change everywhere life takes them. For more, visit www.villanova.edu.
October 20, 2017
FOR IMMEDIATE RELEASE
DALLAS, TEXAS – Global Wealth Advisors (GWA) announces their nomination in the November 2017 D Magazine’s “Best Of” edition, as one of the top wealth managers for 2017. According to GWA President Kris Maksimovich, “Our team is honored to have been selected by D Magazine as one of Dallas’ top wealth management firms for the 3rd year in a row. It’s humbling to be recognized for providing a service to our clients that helps them plan for and achieve that which they care about most.” GWA has been named by D Magazine as a top wealth manager in DFW since 2015.
To be considered for the list, firms must have minimum AUM of $50 million and a per client average AUM of $750K; a client retention rate of 93% for the last two years; no current disciplinary actions; at least five years of experience; and, they must hold themselves out as a fiduciary when managing their clients’ assets. For 2017, 50 firms were up for consideration and 25 were named to the list (or 50% of nominated firms).
Founded in 2008, GWA is a financial advisory firm offering boutique wealth management and financial planning. Headquartered in Dallas, Texas, with branch offices in Corsicana, Houston and Snyder, Texas, the GWA team has developed and refined a process to help clients retire when they want to, or get to a “work-optional” lifestyle, through a unique planning and wealth management process called the 3P Approach.
July 24, 2017
FOR IMMEDIATE RELEASE
DALLAS, TEXAS – 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. According to GWA President Kris Maksimovich, “We are excited at the prospect of continuing to help CFF in their fundraising efforts by adding a link on our website to their donation page.” This donation link will be active through the end of the year.
Since 1955 the Cystic Fibrosis Foundation has been leading the search for a cure. Nearly every drug on the market for Cystic Fibrosis is a result of their financial support and funding to biotechnology and pharmaceutical research to speed the development of new treatments. According to Development Director Charles Colmark, “The story of cystic fibrosis is probably the most exciting medical story of our lifetime. The work of the last 30 years has led to an average life expectancy that went from before kindergarten to the 40s. Now doctors and researchers believe life expectancy will soon be into the 70s. This story wouldn’t be a reality without the support of benevolent individuals and companies like Global Wealth Advisors who want to see their investments make a lasting difference”.
Founded in 2008, GWA is a premier financial advisory firm offering boutique wealth management. Headquartered in Dallas, Texas, with branch offices in Corsicana, Houston and Snyder, Texas, the GWA team has developed and refined a process to help clients retire when they want to, or get to a “work-optional” lifestyle, through a unique planning and wealth management process: The 3P Approach.