After 35 years, Ed Butowsky has racked up several accolades in the wealth management industry. From his time running the high-net-worth division at Morgan Stanley to opening his boutique firm in 2005, Ed has collected several accomplishments & awards.
This year, Ed was nominated as a recipient of the “Five Star Wealth Managers” nominees here in Texas by the famous magazine, “Texas Monthly“. As a proud supporter of Texas and the many great things we appreciate about our state, our firm is delighted by this acknowledgment, and we give our gratitude to the magazine and those who voted on this award.
“I’m very grateful for their time to send this award out. I didn’t even know I had been named as a 5-star manager until one of my co-workers told me, but I sure do appreciate it!” Butowsky said.
Known for his investment management for accredited investors not only in Dallas and the rest of Texas, but nationwide as well has prompted Butowsky to be featured in ESPN productions, be the host of a few documentaries, and be seen on cable news stations such as Fox News, NBC, and others.
To learn more about Ed’s career, visit his YouTube page “Making Sense with Ed Butowsky” or visit the rest of our page. Ed has also has two published books, “Wealth Mismanagement” and “Never Go Broke: Investment Guide for Professional Athletes.” We would be delighted to share our firm’s capabilities with you as well if you would like to contact us at any of the below information:
Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA registered representatives in the Texas area including Collin county in the state of Texas to gather wealth manager nominations.
Self-nominations were not accepted. Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review, and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2023 Five Star Wealth Managers to be no more than 8 percent of the approximately 4,274 wealth managers in the area. 4,274 wealth managers in the Dallas – Fort Worth area were identified, of which 336 were named 2023 Five Star Wealth Managers.