I am honored to be included as a Five Star Wealth Manager and to be among this esteemed group of professionals.
(PRWEB) June 30, 2016
Five Star Professional is pleased to announce Teresa N. Palmer, Palmer Nunn Wealth Management, has been chosen as one of Dallas/Fort Worth’s Five Star Wealth Managers for 2016.
Five Star Professional partnered with Texas Monthly to recognize a select group of Dallas/Fort Worth-area wealth managers who provide quality services to their clients. Teresa N. Palmer is featured, along with other award winners, in a special section of the August issue.
Teresa has over 35 years of experience in the financial industry, spanning from the ‘87 market crash to the boom of the ‘90s to the tech bubble and the financial crisis in 2008. It has been a dream of Teresa’s to have her own fully independent practice so she can better serve her clients. She is very pleased that her oldest son, Jarrod, decided to join her practice in 2000.
During her time in the financial services industry, Teresa has cultivated many relationships, including a broad network of CPAs, attorneys, insurance specialists and other financial professionals in the community. In her practice, Teresa concentrates on market development and planning strategies with a strong focus on annuities.
Teresa has served on the Board of Alliance for Children, Historic Camp Bowie and Executive Women’s Golf. She has also volunteered with a number of service groups, including the rotary, Zonta, Kiwanis, and CASA. She helps local entrepreneurs serving as chairwoman for the Impresarios Department in The Woman’s Club of Fort Worth. Having known and dealt with cancer personally, she donates her time and resources to various cancer charities.
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” says Jonathan Wesser, Research Director, Five Star Professional.
“I am honored to be included as a Five Star Wealth Manager and to be among this esteemed group of professionals. At Palmer Nunn Wealth Management, we are deeply committed to our clients and strive to prepare them for their tomorrows while living for today,” says Teresa N. Palmer of Palmer Nunn Wealth Management.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.
Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 2,471 Dallas/Fort Worth wealth managers were considered for the award; 678 (28 percent of candidates) were named 2016 Five Star Wealth Managers.
*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
For research methodology information visit http://www.fivestarprofessional.com.
Securities offered through WFG Investments, Inc. member FINRA & SIPC. Investment advisory services offered through WFG Advisors, LP. Pension Planning Consultants Inc. is not affiliated with Palmer Nunn Wealth Management or Williams Financial Group or any of its affiliates. The views expressed are those of Pension Planning Consultants Inc. only.