Lee Financial is proud to have been named again in D Magazine’s 2019 list of “Top Wealth Managers in Dallas” as well as have 6 members of our wealth management team included in D Magazine’s “Best Financial Planners in Dallas.”
The wealth management team members are Jenny Armstrong, CFP®, Jaime Boyles, CFP®, Richie Lee, CFA, CFP®, Nic Gibson, CFP®, Dana Pingenot, CFP®, CLU, CAP® and Christie Williams, CFP®. View a copy of the profile here. The full list is available in the November 2019 issue of D Magazine.
The Best Financial Planners Process:
To compile the list of the top financial planners, D Magazine asked every Certified Financial Planner® in the Dallas-Fort Worth chapter of the Financial Planning Association® to cast an online ballot identifying exceptional financial planners. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the final list.
The Top Wealth Manager’s Process:
D Magazine asked every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association®, Chartered Financial Analyst Association®, and the Investment Consultants Association® to tell us about their practice. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1,000,000; a 95 percent client retention rate over the last two years; no current disciplinary action; and at least five years of experience. They must also hold themselves out as a fiduciary for their clients. A panel of esteemed local wealth managers reviewed the final list.
Please Note: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if LFC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of LFC by any of its clients. LFC’s Chief Compliance Officer is available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.