The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
“We are so thrilled to be honored by NABCAP with this award, as we consider integrity and transparency to be two of our core values at Stavis & Cohen Financial,” said founder, Deborah Stavis. “We applaud NABCAP for helping investors identify quality practitioners through an unbiased and objective process.”
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
The NABCAP Premier Advisors were announced in the June 15th edition of the Houston Business Journal
About Stavis & Cohen Financial
Stavis & Cohen Financial (SCF) is a Houston-based, full-service financial advisory firm focused on helping families make sound financial choices. With over thirty years of experience serving families in Houston, founder Deborah Stavis leads a team of professionals with an average tenure of fifteen years in the industry. SCF provides its clients with objective advice and personalized services in a boutique setting. Through an ensemble approach to client service, SCF focuses on four key areas in the full coordination of a client’s personal financial affairs: retirement planning, asset allocation, capital preservation and estate distribution. With a specialization in serving energy and energy-service Officers and Executives, the SCF planning process allows clients to achieve financial success on their own terms. Please visit www.stavisandcohen.com for more information.
1330 Post Oak Boulevard, Suite 2190
Houston, Texas 77056
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Stavis & Cohen Financial, LLC, a Registered Investment Advisor. Stavis & Cohen Financial, LLC & Cambridge are not affiliated.
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit www.nabcap.org for more information.