Lori Eads, a Shareholder with BGEMD Capital Advisors, LLC, is the recipient of the 2010 FIVE STAR Wealth Manager Award. With over 16 years of experience, Lori, specializes in tax, estate planning, wealth management and investment advisory.
Texas Monthly, partnered with Crescendo Business Services, an independent research firm, to identify the highest ranking wealth managers in the Dallas/Fort Worth (DFW) area. Crescendo administered the survey via mail and phone to approximately 1 in 5 high-net-worth households within the DFW area, along with 6,000 service industry professionals.
Recipients of the survey were asked to identify wealth managers that they have a personal relationship with and to evaluate them based on nine criteria: customer service, integrity, knowledge/expertise, communications, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.
The resulting list of 2010 FIVE STAR Wealth Managers represents less than 3 percent of the wealth managers in the DFW area. The 2010 list will be published in the August issue of Texas Monthly for the DFW community.
For more information contact Lori Eads @ 972.231.2503 or info@bgemdcapitaladvisors.com.
