Miller Russell Associates’ Team Recognized On List Of Five Star Wealth Managers In Phoenix

 

PHOENIX (September 28, 2015) – Six professionals at Miller Russell Associates were named this month on the 2015 list of Five Star Wealth Managers in Phoenix for a third year.

The Five Star Wealth Managers list, which was compiled by Five Star Professional and was published in the September issue of Phoenix Magazine, showcases the top area wealth managers and represents approximately 10 percent of the wealth managers in the Phoenix area.

Of the six professionals named from Miller Russell Associates, this was the third consecutive year Managing Partner Christina Burroughs was recognized on the prestigious list and the second consecutive year for CEO & Managing Partner Mark Feldman, Managing Partner Brad Lemon, Partner Dave Westra and Partner Russ Bucklew. This is Chairman Bill Hodges’ first year to be named.

Wealth manager award candidates are identified through firm nomination, peer nomination and industry qualifications. Each candidate is then evaluated on 10 objective eligibility and evaluation criteria including client retention rates, client assets administered, firm review and a favorable regulatory and compliant history.

Now entering its 12th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to assist consumers in selecting premium service professionals.

About Miller Russell Associates

Miller Russell Associates is one of the Southwest’s largest wealth management and registered investment advisory firms (RIA), headquartered in Phoenix. Independent and partner-owned, Miller Russell Associates provides investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. Miller Russell Associates manages more than $2 billion of assets and employs more than 40 professional and support staff. The firm has earned the prestigious CEFEX certification, an independent assessment that recognizes that the firm adheres to the industry’s best fiduciary practices. For more information, visit miller-russell.com.

Rating/Ranking Disclosure
The Five Star Wealth Management ranking may not be representative of any one client’s experience because the ranking reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients.  The rating is not indicative of future performance.  MRA did not pay a fee to participate.

According to Five Star Wealth Management: The Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the U.S. and Canada to identify premium service professionals. Wealth manager award candidates are identified through firm nomination, peer nomination and industry qualifications. Each candidate is then evaluated on 10 objective eligibility and evaluation criteria including client retention rates, client assets administered, firm review and a favorable regulatory and compliant history.

MRA Associates Work-From-Home Policy

3/18/2020 – MRA Associates cares about the health and safety of our clients, our MRA team members and their families, and the community. As we continue to navigate this pandemic and do our part to slow the spread of COVID-19, we have implemented a work-from-home policy.

Our firm is well prepared to continue to serve, support, and advise our clients. Team members have remote access to all systems and processes to ensure continued normal business operations. Please help us to do our part by using telephone and video conferencing for meetings with us until the threat of contagion is significantly reduced.

As your trusted financial partner, we are monitoring the current economic environment, discussing approaches to short-term challenges, and developing innovative solutions. Please know that we are available to you for all of your needs and concerns. Please do not hesitate to reach out to our team if you have any questions.

(800) 222.1232

MRA Associates