Dallas, TX (PRWEB) August 16, 2013
Lee Financial is proud to announce 13 members of their team have been selected to receive the 2013 Five Star Wealth Manager Award from Five Star Professional.
Nominated by peers and firms, candidates are evaluated against 10 objective criteria in more than 40 markets, with no more than seven percent of wealth managers in a respective market receiving this award. The research team at Five Star Professional conducts an extensive research and evaluation process in order to recognize "professionals who provide quality service service to their clients."
The winners from Lee Financial include Nic Gibson, CFP®, Ben Shae, Eduardo Rodriguez, CFP®, Dan Peters, Jaime Boyles, CFP®, Sarah Henze, CFP®, Dusty Wallace, CFP®, J.D., Christie Williams, CFP®, Richie Lee, CFA®, CFP®, Dana Pingenot, CLU®, CFP®, Teresa Quinn, CFA®, CPA, Doug Jones, CFA® and Julie Toler, CFA®, CFP®.
About the Five Star program: The program, now entering its 11th year, is the largest and most widely published award program in North America. Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify reputable and trustworthy service professionals. Research results undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the U.S. and Canada. Five Star Professional was founded in 2003, and is based in Minneapolis, MN. You can read more at http://www.fivestarprofessional.com/awards/index.php/.
Note:
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Lee Financial Corporation is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Lee Financial Corporation by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
About the company:
Since 1975, Lee Financial has been committed to their clients’ security, success, and fulfillment, providing financial planning and tailored portfolio management services to clients nationwide. As an independent, fee-only wealth management firm, Lee Financial is a client’s core advisor and trusted resource for personal, family, and business needs. For more information, please visit their website.