Five Star award winner Tricia Carter Wood

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

Five Star Wealth Manager Award Winner 2014, 2017, 2018, 2026 Featured in Texas Monthly
Top 20 Women to Watch by Ft Worth Business CEO Magazine 2016
Great Women of Texas Award 2013
Top Community Volunteer of Bank of America 2011, 2012, 2013, 2014, 2015
Future Horizon Leader by Tarrant County Jewish Federation 2005
Texas Star Award 2003 (Top Employee of TexasBank)
Numerous other recommendation for mentoring other women in our industry

Tricia offers consultative financial strategies to clients, with concentrations among physicians, business owners and women. She has been advising clients how to navigate retirement decisions for more than 20 years. She is focused on helping individuals and families through major financial transitions in their lives. Tricia has been recognized by Texas Monthly as a Five Star Wealth Manager and as Top 20 Women to Watch by Ft Worth Business CEO. She is licensed as a Life and Health Insurance Agent in Texas and holds Series 7 and 66 FINRA registrations.

In addition to her successful career, Tricia has made an impact on people's lives with her dedicated volunteer efforts in the Fort Worth community. She is active in various organizations, having served on the boards of the Ronald McDonald House and the Samaritan House. She is currently on the board and past president of The Parenting Center and founding member and past president of the Aledo Education Foundation.

Tricia enjoys providing insight into building a successful wealth planning through speaking to various Fort Worth area groups. She frequently teaches the next generation of business leaders as a guest lecturer at the Neeley School of Business and the Women's Studies program at Texas Christian University. Tricia also speaks to investment clubs in and around Tarrant County.

Of all of her achievements and honors, Tricia is most proud of her family, including her 2 boys.

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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. 4645 Dallas/Fort Worth-area wealth managers were considered for the award; 280 (6% 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: 4,405, 315, 7%, 7/1/25, 10/9/24 - 5/1/25; 2024: 4,255, 342, 8%, 7/1/24, 10/10/23 - 4/30/24; 2023: 4,274, 336, 8%, 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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Tricia C. Haber DBA Haber Wealth Management located at 4388 West Vickery Blvd., Suite 200 Fort Worth, TX 76107. A branch office of Rhodes Securities, Inc. Tricia C. Haber is a Registered Representative of Rhodes Securities, Inc. and an investment advisor representative of Rhodes Investment Advisors, Inc. Securities offered through Rhodes Securities, Inc. Member FINRA, SIFMA, SIPC insurance and investment advisory services offered through Rhodes Investment Advisors, Inc. located at 306 West 7th Street, Suite 1000, Fort Worth, TX 76102 817-334-0455 phone 817-334-0063 fax

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.