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Scott Maxwell was selected by Texas Monthly magazine as a 5 Star Wealth Manager in 2009. Brent Everett received the same award in 2010 and will be listed in the August 2010 issue of the magazine.
The selection process included a survey of approximately 25% of the high net worth households and all FINRA license holders in the Metroplex. Each client respondent was asked to evaluate only wealth managers whom they have worked with and each peer respondent was asked to evaluate only wealth managers that they know through personal experience. A more detailed explanation of the selection criteria can be found here.
Talis' wealth management team was also recognized by D Magazine as one of its selections for top wealth managers in Dallas - Fort Worth. The article will be published in the October 2010 edition of the magazine.