Six Team Members of Independent Investment Advisory Firm Named in Top 10% of Wealth Managers in the Valley
PHOENIX (August 28, 2017) – PHOENIX Magazine recently published its annual Five Star Wealth Manager list, recognizing six MRA Associates professionals for their exceptional wealth management and advisory services.
The Five Star Wealth Managers list, which was compiled by Five Star Professional and published in the August 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 MRA Associates, this was the fifth consecutive year Managing Partner Christina Burroughs was recognized on the prestigious list and the fourth consecutive year for CEO & Managing Partner Mark Feldman, Managing Partner Brad Lemon, and Partners Dave Westra and Russ Bucklew. This is Chairman Bill Hodges’ third year named on the list.
Wealth manager award candidates are identified through firm nomination, peer nomination, and industry qualifications. Each candidate is then evaluated on ten objective eligibility and evaluation criteria including client retention rates, client assets administered, firm review, and a favorable regulatory and compliant history.
Now entering its 14th 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 MRA Associates
MRA Associates is one of the Southwest’s largest wealth management and registered investment advisory firms, headquartered in Phoenix. Independent and partner-owned, MRA Associates provides investment, wealth management, tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. MRA Associates manages and consults on more than $2.8 billion dollars of assets and employs more than 50 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 www.mraassociates.com.
The PHOENIX Magazine’s Five Star Wealth Managers 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 Managers: 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.