Wealth Management
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Henry E. Vail II, a private wealth advisor at Sucre-Vail Wealth Advisors in Houston, Texas, has been working in the finance industry for more than 35 years. Over the years, Henry Vail II has earned several awards and recognition for his work, including being named a Houston Region Five Star Wealth Manager in 2011 by the Texas Monthly magazine and Five Star Professional.
Based in Minnesota, Five Star Professional has been providing consumers with rankings of designated professionals in nearly 50 markets around the country since 2003. To compile these rankings, the organization researchers each professional carefully according to their specific industries. These professionals are evaluated based on pre-qualification parameters, firm nominations, and peer nominations.
The research process for wealth managers starts with Five Star Professional defining the geographic area for research. Firms and wealth managers within this area are then identified, and the organization requests firm and peer nominations from other wealth managers in the area. Five Star Professional’s web-based nomination system collects and verifies the information of the nominated parties.
To earn the wealth manager award from the organization, the individuals must meet 10 eligibility criteria and demonstrate an excellent client retention rate and history of quality service. Five Star Professional also assesses the nominees’ licenses, regulatory and consumer compliance accounts.
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