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Sept. 27, 2012 /PRNewswire/ -- Southwest Securities, Inc. has announced that eight of the firm's Private Client Group financial advisers in
Texas have been awarded the Five Star Wealth Manager Award.
Bill Skelton, and
Bill Callis in
Dallas; Charles "Chip" Caprez in
San Antonio; George "Sturdy" Wanamaker in
Nick Bollich and
Ed Neuhaus in
Houston were recognized this year for providing quality service to clients. The
Dallas award recipients were featured in the
August 2012 edition of Texas Monthly magazine. The
Houston award recipients were featured in the
September 2012 edition of Texas Monthly.
Five Star professionals are chosen through an objective selection process in which candidates are evaluated on ten criteria such as client retention rates, client assets administered and a favorable regulatory and compliance history. It is an exclusive award given to no more than seven percent of professionals in a given industry and market area.
"It is an honor to have eight Southwest Securities' advisers in
Texas named Five Star Wealth Managers.
We are very proud of their accomplishment and commend each of them for providing such excellent service to our clients," said
Larry Tate, Southwest Securities' Director of Retail. "The recognition of their high level of personal service demonstrates the standard of service that Southwest Securities advisers provide throughout all of the markets we serve."
This is the fourth Five Star Wealth Manager Award for Mr. Bollich and Ms. Lacina; the third award for Mr. Callis, Mr. Neuhaus, and Ms. Rivera; and the second award for Mr. Wanamaker. Wealth managers do not pay a fee to be included in the evaluation process or to be named as a Five Star Wealth Manager.