Houston Financial Advisor Faisal David Khan named one of the Top Wealth Managers in Texas

FOR IMMEDIATE RELEASE
(Free-Press-Release.com) September 3, 2009 -- PRESS RELEASE


FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) Announced


Posted: September, 3 2009

Austin, TX (September 3, 2009) - In the September issue of TEXAS MONTHLY, the 2009 FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) are announced. TEXAS MONTHLY formed a partnership with Crescendo Business Services, an independent research firm, to identify the “best in client satisfaction” wealth managers serving the Houston area. In January, Crescendo surveyed, by mail and phone 95,000 high-net-worth residents in the Houston area and subscribers of TEXAS MONTHLY. An additional 5,700 surveys were sent to leaders of financial service industry companies.

Faisal David Khan, a Senior Partner of the Khan, Rosin & Veraa Group within Ameriprise Advisory Services was one of the Houston Financial Advisors selected for this Honor. Mr. Khan not only displays high marks in client satisfaction, but has a strong history with UBS' Private Bank and as the Chief Investment Officer of a Mutual Fund/Investment Advisory firm. Mr. Khan also acts as an Adjunct Professor of Finance within the University of Houston system focusing on Investment Management and Risk Management and lectures across the region on the financial markets and successful financial planning for high-net worth individuals, corporations and charities.

Mr. Khan also has a strong academic background including an MBA from Tulane University and a BS in Finance and Economics from Trinity University. Since 1997, Mr. Khan has had maintained a perfect record through the regulatory bodies (FINRA) and has never had any complaints, arbitrations or issues.

Details on the Research:

On the surveys, recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon 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.

By February, stacks of surveys had arrived and Crescendo began carefully scoring each wealth manager. Both positive and negative evaluations were included in the scoring. Only wealth managers with five years of experience in the financial services industry were considered.

Next, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies.

Then, before finalizing the list, wealth managers were reviewed by a blue-ribbon panel. The blue-ribbon panel was comprised of knowledgeable individuals from within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation.