MRA Associates Team Awarded on Five Star Wealth Managers List For Fifth Consecutive Year

 

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.

Rating/Ranking Disclosure

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.

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