As seen in
Houston Five Star award winner

PROFESSIONAL PROFILE

Tony Reyna

Sr. Vice President / Wealth Advisor / Program Director
People's Trust Investment Services
910 Louisiana Mall 100
Houston, TX 77002
Office: 713-428-3284
Cell: 281-221-5239
tony@peoplestrustinvestments.com
www.peoplestrustinvestments.com

Professional Approach

With over 27 years of experience in the investment services industry, Tony has
been blessed with an accomplished career as a wealth advisor and manager
of high performing advisor teams. Through People’s Trust Investment Services,
he can provide his clients a wide range of options and solutions specifically
tailored for them based on individual goals, risk tolerance and time horizon.
He proudly serves each person with individualized attention while maintaining
a complete, non-proprietary, unbiased and independent approach to their
investment planning needs.

Tony and our entire team understands the plan needs to be centered on what the client needs and wants to take care of them and those that matter most in their lives. Please contact us today, we are ready to help!

  • Customized retirement, growth, income and college planning strategies
  • Individualized plan based on your specific investment needs and goals
  • Insurance planning for life, long-term care, disability and wealth transfer needs
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Securities offered through Securities America, Inc., Member FINRA/SIPC, and Advisory Services offered through Securities America Advisors, Inc. People’s Trust and Securities America companies are separate entities.

Not NCUA Insured - No Credit Union Guarantee - May lose value including loss of principal.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser 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 Five Star Professional, 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 Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’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. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star 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 client’s 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 Five Star Professional 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 Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,992 Houston area wealth managers were considered for the award; 209 (7 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 3,114 considered, 218 winners; 2017: 2000 considered, 228 winners; 2016: 1763 considered, 437 winners; 2015: 2289 considered, 408 winners; 2014: 3958 considered, 410 winners; 2013: 3001 considered, 504 winners; 2012: 2105 considered, 425 winners.