SOURCE: NEXT Financial Group

NEXT Financial Group

October 01, 2009 09:03 ET

NEXT Financial Group, Inc., Division Manager a FIVE STAR: Wealth Manager (SM)

HOUSTON, TX--(Marketwire - October 1, 2009) - Jerry W. Taylor, a Division Manager with independent broker dealer NEXT Financial Group, Inc., was honored as a 2009 FIVE STAR Best in Client Satisfaction Wealth Manager (SM) for the Dallas/Fort Worth area. Selections were based on a survey of over 100,000 individuals consisting of leaders of financial institutions, high-net worth DFW residents and Texas Monthly subscribers, who published the list in their August edition.

Of those surveyed, they were asked to rate only wealth managers with whom they had personal experience, on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction.

"I was surprised and greatly honored by my selection to Texas Monthly's Best of the Best financial advisors in Texas this year, especially since the nominees were nominated by their clients and peers," said Taylor. "How humbling is that? Makes us want to hug them, if we knew who they were!"

Survey responses were filtered to include only wealth managers with at least five years experience in the financial services. They were then reviewed for regulatory actions, civil judicial actions and customer complaints, before being evaluated by a panel of local professionals from within the financial services industry. Those receiving the highest composite scores for client satisfaction were featured on the list of the 2009 FIVE STAR Wealth Managers.

"This achievement resounds of Jerry's exemplary dedication to his clients. We are so proud of his success, and for being recognized by the community he serves," said Kimberly A. Branch, CFP®, CLTC, President of 4WARD Financial Marketing, Inc.

4WARD Financial Marketing, Inc., is a full-service marketing and consulting subsidiary of NEXT Financial Holdings, dedicated to serving the best interest of NEXT Financial Group's registered representatives. 4WARD delivers competitive design, turnkey seminar marketing, and one-on-one coaching to help representatives achieve their vision.

For more information on 4WARD Financial Marketing, Inc., please contact President Kimberly A. Branch, CFP®, CLTC at 713-333-4899 or visit Jerry W. Taylor may be contacted at (800)580-0007. Jerry offers securities through NEXT Financial Group, Inc., Member FINRA/SIPC.

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