A Summary of a Year in Success
(October 2011) - David Pickler and the Pickler Wealth Advisors staff was thrilled to have our commitment to our clients, peers and communities we serve recognized in many ways this past year. A summary of the latest achievements that were published in various magazines across the country are below for your enjoyment. A link to the article is provided with a short description of the award.
*2008-2011, The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.
*August 2011, on criteria such as customer service, value for fee charged and overal satisfaction. The overall evaulation score is based on an average of all respondents and may not be representative of any one client's evaluation.
*May 2011, an award based on financial advisors level of success in their field and their significant commitments to charitable causes.
*February 2011, an award based on revenues, assets under management, quality of practice and philanthropic work among other factors.