Press
Patrick Beale of TDECU Wealth Advisors selected as 2013 FIVE STAR Wealth Manager by Texas Monthly
LAKE JACKSON, TX (September 20, 2013) — With great pleasure, TDECU Wealth Advisors is proud to announce that Patrick Beale has been selected as a recipient of the 2013 FIVE STAR Wealth Manager Award for exemplifying excellence in his profession. His accomplishment is being recognized in the September 2013 edition of Texas Monthly Magazine.
Less than the top three percent of Houston-area financial advisors are recognized for the honor annually – a significant recognition for Beale and TDECU Wealth Advisors, as the award is based solely on feedback obtained from clients, peers and industry experts.
“Patrick is a true leader in his field and has earned this distinction by going above and beyond to provide exemplary guidance and customer service to our members as they plan for their financial futures,” said Jeff Callan, Vice President, TDECU Wealth Advisors. “We are proud that his dedication is being recognized by those he serves and his peers.”
Beale’s award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management amount other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers.
About TDECU Wealth Advisors, LLC
With a strong financial advisory team in areas from the Gulf Coast to the Texas Hill Country, TDECU Wealth Advisors delivers financial services normally reserved for the very wealthy in a friendly, easy-to-understand way. The team helps to work toward a financially secure retirement by offering sophisticated, intelligent, insightful advice to financial planning. TDECU Wealth Advisors is a wholly-owned subsidiary of TDECU Holdings, LLC. To contact an advisor or find financial resources, visit TDECUWealthAdvisors.org or call 877.635.7028.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured by TDECU deposits and are not NCUA insured. These products are not obligations of TDECU and are not endorsed, recommended or guaranteed by TDECU or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.