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Bob Lamse and Brent Everett Named 2018 5-Star Wealth Managers
By Generational Group
03/08/2018
Bob Lamse and Brent Everett, were awarded the 2018 Texas Monthly 5-Star Wealth Manager. This award is decided by Five Star Professional partnered with Texas Monthly to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that were associated with wealth managers who provide quality services to their clients. Award candidates were identified by one of three sources: firm nomination, peer nomination, or pre-qualification.
Five Star Professional relied on internal and external research data, including a survey of registered financial services professionals and identified financial service companies in the Dallas/Fort Worth area that are registered with FINRA or the SEC. Survey recipients were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award. Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions as reported by regulatory agencies.
About Generational
Generational Group, headquartered in Dallas, is a leading, award winning, full-service M&A advisory firm. With more than 350 professionals located throughout 16 offices in North America, the company helps business owners release their business’ wealth by providing growth consulting, merger, acquisition, and wealth management services. The Generational suite of advisory services includes strategic growth consulting, exit planning education, business valuation, value enhancement strategies, M&A services, digital services, and wealth management.
The M&A Advisor named Generational Group Investment Banking Firm of the Year in 2016, 2017, 2018, 2022 & 2024. They also awarded us Valuation Firm of the Year and M&A Consulting Firm of the Year in 2022 and 2023. For more information, visit: https://www.generational.com.