FIVE STAR AWARD WINNER - 2020

James Voeller
Attorney
24036039
The Voeller Law Firm
San Antonio, TX
Years Won: 7 Year Winner


The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria). 9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 2 Austin, San Antonio and Central Texas investment professionals with the Five Star Investment Professional award.