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Clients Rate Lucien, Stirling & Gray Wealth Managers Among Top Advisors in
Central Texas For Third Straight Year
Firm advisors earn 2011 FIVE STAR Wealth ManagerSM Awards for Client Satisfaction
AUSTIN, Texas (August 24, 2011) – Central Texas investors -- individuals, business owners and families -- continue to rank Lucien, Stirling & Gray Advisory Group wealth managers among the top in their field, according to an annual survey for the FIVE STAR Wealth ManagerSM Award. Fewer than 7 percent of all wealth managers in Central Texas are recognized as FIVE STAR Wealth ManagerSM for their excellence across nine criteria including customer service, integrity, knowledge / expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction.
Five Lucien, Stirling & Gray financial advisors are FIVE STAR Wealth ManagersSM including Thomas Twombly; Bleckley Dobbs, CFP®; Cass Grange; Megan Poore; and Glenda Summers, CFP®. These advisors are featured in the September 2011 issue of TEXAS MONTHLY magazine.
“Lucien, Stirling & Gray Advisory Group intentionally fosters a culture of cooperation and commitment to client service that supports advisors to do their best work and serve their clients well,” explains Thomas G. Twombly, co-founder and president, Lucien, Stirling & Gray Advisory Group. “We are honored that our clients recognize and appreciate the unique value this brings to our relationships.”
In addition to being evaluated by investors, these nominees were reviewed for a minimum of five years of professional experience, and screened for regulatory actions, civil judicial actions, and customer complaints as reported by the Financial Industry Regulatory Authority, Securities & Exchange Commission, Texas State Board of Accountancy, and the State Bar of Texas.
About Lucien, Stirling & Gray Advisory Group, Inc.
Lucien, Stirling & Gray Advisory Group, Inc. is an independent, fee-only wealth management firm offering comprehensive, individualized wealth management solutions to individuals, corporations, trusts, and foundations. Founded in 1992, the firm is a Registered Investment Advisor, and provides fiduciary-level asset-management, advice, and planning services to clients in the central Texas area. In 2010, Lucien, Stirling & Gray was named one of Austin’s “Best Places to Work” by the Austin Business Journal. For more information, please visit www.lsggroup.com.
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