This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Southwest Securities Financial Advisers In Texas Named Five Star Wealth Managers

DALLAS, 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. Elizabeth Rivera, Diane Lacina, Bill Skelton, and Bill Callis in Dallas; Charles "Chip" Caprez in San Antonio; George "Sturdy" Wanamaker in Georgetown; and 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 San Antonio, Georgetown and 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.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 18,037.97 -42.17 -0.23%
S&P 500 2,108.92 -8.77 -0.41%
NASDAQ 5,060.2460 -31.8390 -0.63%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs