Five Star award winner Adriana Valencia

PROFESSIONAL PROFILE

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Adriana Valencia

Fnancial Advisor

Keystone Wealth Management LLC

10210 Grogan Mill Rd

The Woodlands, TX 77380

Office: 281-363-8150

adriana@keystonewealthmgmt.com
www.keystonewealthmgmt.com

Professional Approach

Keystone Wealth Management, LLC seeks to bring investment, education, retirement, insurance, estate and tax planning strategies into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared. We recommend tailored, practical solutions and guide clients through implementation.

Performance monitoring and maintaining an asset allocation in line with every investor’s changing profile is central to our role. Your financial advisor will keep you informed of progress toward your goals and show you how much potential investment income you’ll have under different spending, saving and allocation scenarios over time.

Benefit from the affiliation with Titleist Asset Management, LLC and Titleist Capital, LLC
Titleist is registered as a Broker-Dealer and Registered Investment Advisor. The dual registration enables independent advisors the ability to serve in every capacity. Titleist business model is centered on creating a platform that supports your financial advisor in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client.

Risk-managed financial strategies for individuals and business owners
Our comprehensive approach to financial planning is designed to help mitigate risk. We can provide individual services or do comprehensive planning based on your preferences and specific needs and risk tolerance.

As a Financial Advisor, Adriana Valencia aims to help others gain more clarity and control over their financial lives. This rewarding career aligns perfectly with her commitment to family and education. She specializes in wealth management and the design and management of financial plans for high network individuals and small business owners. Adriana is a Chartered Retirement Planning Counselor (CRPC®), which marks her as a specialist in retirement planning rather than a general practitioner. Fluent in both English and Spanish, Adriana was born in Mexico City and moved to the United States in 1998. She previously enjoyed a career that spanned numerous upwardly leadership positions during the 16-year tenure within a world-leading publicly traded food service producer. Adriana transitioned into the financial services industry in 2003.

She is a Board Member for LifeGift, a not-for-profit organ procurement organization in 109 Texas counties.

Adriana prides herself on her integrity and her friendly and helpful personality. She has been married to her husband, Tommy, for more than twenty seven years.

See Accomplishments

This award was issued on 07/01/2026 by Five Star Professional (FSP) for the time period 10/30/2025 through 04/30/2026. 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. 3716 Houston-area wealth managers were considered for the award; 190 (5% of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 3,571, 195, 5%, 7/1/25, 10/30/24 - 5/1/25; 2024: 3,270, 208, 6%, 7/1/24, 10/10/23 - 4/30/24; 2023: 3,347, 179, 5%, 7/1/23, 10/10/22 - 5/5/23; 2022: 3215, 176, 5%, 7/1/22, 9/20/21 - 4/8/22; 2021: 3133, 173, 6%, 7/1/21, 9/14/20 - 4/30/21; 2020: 3219, 174, 5%, 7/1/20, 9/30/19 - 4/17/20; 2019: 2992, 209, 7%, 7/1/19, 10/15/18 - 4/26/19; 2018: 3114, 218, 7%, 7/1/18, 10/27/17 - 5/21/18; 2017: 2000, 228, 11%, 7/1/17, 10/24/16 - 5/24/17; 2016: 1763, 437, 25%, 6/1/16, 10/16/15 - 5/16/16; 2015: 2289, 408, 18%, 7/1/15, 10/16/14 - 5/16/15; 2014: 3958, 410, 10%, 7/1/14, 10/16/13 - 5/16/14; 2013: 3001, 504, 17%, 8/1/13, 10/16/12 - 5/16/13; 2012: 2105, 425, 20%, 7/1/12, 10/16/11 - 5/16/12.

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All Securities provided under the name Keystone Wealth Management, LLC are offered through Titleist Capital, LLC (“TC”), member FINRA & SPIC. All Advisory Services provided under the name Keystone Wealth Management, LLC are offered through Titleist Asset Management, LLC ("TAM"), an SEC Registered Investment Advisor. Keystone Wealth Management, LLC is not affiliated with TAM or TC. Registration with the SEC does not imply a certain level of skill or expertise. Information regarding the firm can be accessed via adviserinfo.sec.gov and by following the search instructions. Neither TAM nor TC offers or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

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.