Five Star award winner Anne Salick

PROFESSIONAL PROFILE

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Anne Salick

Financial Advisor, CEPA, CPFA

Adaptation Financial Advisors

15851 Dallas Parkway, Ste 600

Addison, TX 75001

Office: 972-759-3927

Cell: 469-809-1292

asalick@adaptfa.com
www.adaptfa.com

Professional Approach

Anne has built a reputation for providing trustworthy, well-researched advice to her clients, and customized financial roadmaps which are mapped to their most important goals and values. She does this by taking a personal consultative approach; paying close attention to each client’s specific situation and needs, working closely with them, and making it her goal to forge lifelong relationships. Her philosophy is to work with honesty and integrity every day, and to offer exceptional customer service.

Anne works with business owners, high net worth families, independent professionals, and top tier executives to help them take positive financial action to minimize risks and provide greater opportunities. She feels that the complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, guided by the expert counsel and the expertise she can give.

Anne is a seven-time winner of the Five Star Wealth Manager award for 2015, 2017, 2018, 2022-2025 in Texas Monthly magazine. The Award recognizes a select group of Wealth Managers who provide quality services to their clients, and who are chosen by an independent third party firm with a rigorous, multifaceted research methodology. She is also a current multi-year achiever of the Women in Insurance and Financial Services Circle of Excellence.

Anne is a Lifetime Member of Beta Gamma Sigma, an International Business Honor Society, a member of the Women in Insurance and Financial Services (WIFS), and the Financial Services Institute (FSI). She volunteers with the American Heart Association on the Go Red for Women Passion Committee to help spread awareness of heart disease and stroke. Her AHA community outreach presentation is “Reducing Financial Stress for Women”.

See Accomplishments

This award was issued on 07/01/2025 by Five Star Professional (FSP) for the time period 10/09/2024 through 05/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4405 Dallas/Fort Worth-area wealth managers were considered for the award; 315 (7 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,255, 342, 8%, 7/1/24, 10/10/23 - 4/30/24; 2023: 4,274, 336, 7.9%, 7/1/23, 10/10/22 - 5/5/23; 2022: 4039, 330, 8%, 7/1/22, 9/20/21 - 4/8/22; 2021: 4007, 323, 8%, 7/1/21, 9/21/20 - 4/30/21; 2020: 4374, 335, 8%, 7/1/20, 10/7/19 - 4/24/20; 2019: 3899, 393, 10%, 7/1/19, 10/22/18 - 5/3/19; 2018: 3851, 338, 9%, 7/1/18, 10/24/17 - 5/21/18; 2017: 2730, 382, 14%, 7/1/17, 9/26/16 - 4/28/17; 2016: 2471, 678, 27%, 6/1/16, 11/30/15 - 5/18/16; 2015: 2862, 684, 24%, 7/1/15, 11/30/14 - 5/18/15; 2014: 5080, 621, 12%, 7/1/14, 11/30/13 - 5/18/14; 2013: 3834, 698, 18%, 7/1/13, 11/30/12 - 5/18/13; 2012: 2688, 654, 24%, 7/1/12, 11/30/11 - 5/18/12.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisory. Adaptation Financial Advisors and Cambridge are not affiliated.

The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.