Christi Staib rated highest in overall satisfaction in the Dallas/Fort Worth area for financial advisors for 2012
Oct 29, 2012 – Christi Staib, CRPC – President of Staib Wealth Management is the recipient of the 2012 FIVE STAR Wealth Manager Award for the fourth year in a row. This is a testament to the extraordinary service clients are receiving.
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 2012 FIVE STAR Wealth Managers represents less than 7 percent of the wealth managers in the DFW area. The 2012 list is published in the August issue of Texas Monthly for the DFW community. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
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