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Glen Smith of GDS Wealth Management Named One of Forbes' 2024 Best-in-State Wealth Advisors

Glen Smith of GDS Wealth Management Named One of Forbes' 2024 Best-in-State Wealth Advisors

GDS 财富管理的格倫·史密斯被評爲《福布斯》2024 年州內最佳財富顧問之一
PR Newswire ·  04/04 04:50

DALLAS, April 3, 2024 /PRNewswire/ -- For the sixth year in a row, Glen Smith, the CEO and CIO of GDS Wealth Management, is ranked as one of Forbes' Best-in-State Wealth Advisors. This prestigious recognition places Glen among the most distinguished advisors in the state of Texas.

達拉斯,2024年4月3日 /PRNewswire/ — GDS财富管理首席執行官兼首席信息官格倫·史密斯連續第六年被評爲福布斯最佳州財富顧問之一。這一久負盛名的認可使格倫成爲德克薩斯州最傑出的顧問之一。

To qualify as one of Forbes' Best-in-State Wealth Advisors, advisors must meet rigorous criteria. The ratings are compiled by SHOOK Research, an independent third party that uses quantitative data and qualitative phone and in-person interviews to determine their rankings. Nearly 40,000 advisors have been nominated over the course of the award, but a mere fraction of those earn the designation. Best-in-State advisors are individuals who have worked as an advisor for at least seven years, have strong client retention rates, exhibit the best practices within their fields, and are involved in their communities. These factors, and many others, contribute to the rankings; this rigorous review process makes it clear that this designation is one of wealth management's most significant.

要獲得福布斯最佳財富顧問之一的資格,顧問必須符合嚴格的標準。評級由獨立第三方SHOOK Research編制,該公司使用定量數據以及定性電話和麪對面訪談來確定排名。在該獎項期間,有近40,000名顧問獲得了提名,但其中只有一小部分獲得了該稱號。州內最佳顧問是指擔任顧問至少七年、客戶留存率高、在各自領域表現出最佳實踐並參與社區活動的個人。這些因素以及許多其他因素對排名做出了貢獻;這一嚴格的審查過程清楚地表明,這一稱號是财富管理中最重要的稱號之一。

Glen understands that clients want to work with someone who takes the time to get to know them and their specific, individual circumstances. One of the key components of the Forbes award is connecting clients with local representation that is well-versed in their areas of need. Glen works diligently to meet his clients where they are and set them on the path to their financial goals.

Glen 明白,客戶希望與能夠花時間了解他們及其具體個人情況的人合作。福布斯獎的關鍵組成部分之一是將客戶與精通其需求領域的當地代表聯繫起來。Glen 不遺餘力地與客戶見面,讓他們走上實現財務目標的道路。

As one of the cofounders of GDS, Glen exemplifies the values of the entire team. Throughout his career, Glen has remained committed to providing the client-centered service that GDS is known for. GDS clients have remarked that they feel like their financial needs and goals are heard, understood, and supported by GDS, but more than this, clients feel like they are truly part of the family. The hard work that goes into cultivating relationships like this is one of the things that sets Glen and GDS apart from other wealth managers. Glen and the GDS team are also actively involved in their community, contributing through both volunteer efforts and sizeable donations to community organizations. More than just paying lip service to the importance of giving back to those around them, Glen and the entire GDS team embody those values daily. They are truly committed to providing high-quality experiences for everyone they encounter—one of Forbes' core values for this award. To learn more about GDS Wealth Management, please visit or call (469) 212-8072.

作爲 GDS 的聯合創始人之一,Glen 體現了整個團隊的價值觀。在他的整個職業生涯中,Glen 一直致力於提供 GDS 聞名的以客戶爲中心的服務。GDS的客戶表示,他們覺得自己的財務需求和目標得到了GDS的傾聽、理解和支持,但更重要的是,客戶感覺自己是家庭的真正一員。建立這樣的人際關係所付出的辛勤工作是Glen和GDS與其他财富管理公司區別開來的原因之一。Glen 和 GDS 團隊還積極參與社區活動,通過志願者活動和向社區組織提供大量捐款。Glen 和整個 GDS 團隊不僅口頭上談論回饋周圍人的重要性,而且每天都在體現這些價值觀。他們真正致力於爲遇到的每個人提供高質量的體驗——這是《福布斯》獲得該獎項的核心價值觀之一。要了解有關萬國證券财富管理的更多信息,請訪問或致電 (469) 212-8072。

Investment advice offered through GDS Wealth Management, a registered investment adviser. GDS Wealth Management only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Forbes America's Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see . SHOOK is a registered trademark of SHOOK Research, LLC.

投資建議由註冊投資顧問GDS财富管理提供。GDS Wealth Management僅在其正確註冊的州進行業務交易,或者不受註冊要求或不受註冊要求的州進行業務。福布斯美國最佳財富顧問和州內最佳財富顧問排名由SHOOK Research制定,以面對面、虛擬和電話盡職調查會議爲基礎,旨在衡量最佳實踐、客戶留存率、行業經驗、資格、合規記錄審查、公司提名以及量化標準,例如:管理的資產和公司產生的收入。投資業績不是標準,因爲客戶的目標和風險承受能力各不相同,而且顧問很少有經過審計的業績報告。SHOOK的研究和排名提供的觀點旨在幫助投資者選擇合適的財務顧問,並不代表未來的表現,也不能代表任何一個客戶的經驗。過去的表現並不代表未來的業績。《福布斯》和 SHOOK Research 都沒有獲得報酬來換取排名中的排名。有關更多信息,請參閱。SHOOK 是 SHOOK Research, LLC 的註冊商標。

SOURCE GDS Wealth Management

來源 GDS 财富管理

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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