Awards
Proud to be a 7-time winner of the Five Star Wealth Manager award.
We are pleased to announce that Casey Waits has won the 2018 Five Star Wealth Manager award! By earning this honor, Casey Waits has demonstrated a commitment to clients. Please offer Casey Waits your congratulations.
Five Star Professional has recognized, in the pages of Texas Monthly, an outstanding group of both Dallas/Fort Worth & San Antonio-region wealth managers. Five Star Wealth Managers are named using an in-depth research methodology that includes ten objective criteria.
This is Casey’s 7th straight year to be recognized as a Five Star Wealth Manager.