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Best D 2018

D Magazine’s Financial Planners in Dallas, 2018

D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association® and the Investment Management Consultants Association® to tell them about their practice. The final list is selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; a 95 percent client retention rate in the last two years; no current disciplinary action; and at least five years of experience. They must also be a fiduciary for their clients, and their compensation model cannot be commission-based. A panel of esteemed local wealth managers reviews the final list. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. Raymond James is not affiliated with D Magazine. The inclusion of a financial advisor or practice on the list should not be construed as an endorsement of the financial advisory practice by the D Magazine.

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D Magazine’s Top Wealth Managers in Dallas, 2018

D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association® and the Investment Management Consultants Association® to tell them about their practice. The Top Wealth Planners program relies upon self-nominations from wealth planning groups. 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 $50 million; average assets under management per client of at least $750,000; a 93 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. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. The ranking may not be representative of any one client's experience, is not an endorsement of the financial advisory practice by D Magazine and is not indicative of advisor's future performance. Raymond James is not affiliated with D Magazine.

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Dennis Moore, CFP®, MBA has been named to Investment News’ 40 Under 40 class of 2018!

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Each year InvestmentNews recognizes 40 industry professions under the age of 40 based on factors including a proven track record of accomplishment, contribution to the industry, leadership and promise. Over 800 nominees were considered and 40 were chosen to receive the award. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. CFP Board owns the CFP® marks in the United States. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Quest Capital Management, Inc. Quest Capital Management is not a registered broker dealer and is independent of Raymond James Financial Services.

 



 

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Kalita Blessing, CFP®, CAP®, AEP® and Mary Durie, CFP®, CAP®, AEP® have both been named to Forbes’ 2018 list of Best-In-State Wealth Advisors.

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The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data.  Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying clients objectives and lack of audited data.  Out of 21, 138 advisors nominated by their firms, 2,213 received the award.  Neither Forbes, nor SHOOK receive a fee in exchange for rankings.  This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.
Raymond James is not affiliated with Forbes or SHOOK Research.

 



 

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D Magazine’s Best Financial Planners in Dallas, 2017:

D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association® and the Investment Management Consultants Association® to tell them about their practice. The final list is selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; a 95 percent client retention rate in the last two years; no current disciplinary action; and at least five years of experience. They must also be a fiduciary for their clients, and their compensation model cannot be commission-based. A panel of esteemed local wealth managers reviews the final list. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. Raymond James is not affiliated with D Magazine. The inclusion of a financial advisor or practice on the list should not be construed as an endorsement of the financial advisory practice by the D Magazine.

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D Magazine’s Top Wealth Managers in Dallas, 2017:

D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association® and the Investment Management Consultants Association® to tell them about their practice. The Top Wealth Planners program relies upon self-nominations from wealth planning groups. 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 $50 million; average assets under management per client of at least $750,000; a 93 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. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. The ranking may not be representative of any one client's experience, is not an endorsement of the financial advisory practice by D Magazine and is not indicative of advisor’s future performance. Raymond James is not affiliated with D Magazine.


 

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Kalita Blessing, CFP®, CAP®, AEP® has been named to Barron's 2017 Top Women Financial Advisors

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Source: Barron's “Top 100 Women Financial Advisors,” DATE, 2017. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered in FINRA.

 

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Kalita Blessing, CFP®, CAP®, AEP® has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers.

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The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors practices. 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.


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Kalita Blessing, CFP®, CAP®, AEP® and Mary Durie, CFP®, CAP®, AEP® have both been named to Forbes’ 2017 list of America’s Top Women Advisors.

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To be considered for this ranking advisors must have at least seven years of experience. 13,174 advisor nomination were received for this ranking based on thresholds (2,723 women). Ranking algorithm is based on quality of practice, such as: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information see www.SHOOKresearch.com.
Raymond James is not affiliated with Forbes or SHOOK Research. This recognition is not indicative of future investment performance and my not be representative of individual clients’ experience.


Journal of Financial Planning
Dennis J. Moore, CFP®, shares professional development tips as a guest columnist in the January issue of Journal of Financial Planning.

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Kalita Blessing, CFP®, CAP® has been named to Barron's 2016 Top Women Financial Advisors

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The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. A ranking of "N" indicates the advisor was not ranked in the specified year.


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Kalita Blessing, CFP®, CAP® has been named to Barron’s 2016 Top Advisor Ranking: Texas

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Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.


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Dennis J. Moore, CFP® has been named in Financial Advisor Magazine as “10 Young Advisors To Watch”.

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Opinions expressed in this article are those of the author and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.


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Kalita Blessing, CFP®, CAP® and Mary H. Durie, CFP®, CAP®, AEP® have been named in the Registered Rep. Magazine as part of the Top 25 Women-Owned RIAs 2015 list.

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REP.'s Top 25 Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management. To land on the list, female advisors were required to directly own at least 25 percent of the firm. Additionally, these women have at least some individual clients for whom they do financial planning, and have no more than 50 percent institutional clients. Finally, none of the RIAs on our list operates a broker/dealer or a bank, or is affiliated with an investment company.