Honors & Accomplishments [1]

• 2009 FIVE STAR: Best in Client Satisfaction Wealth Manger by Texas Monthly  Magazine [2]
• Leaders Council Award 2006, 2007, 2008 & 2009
• 2005, 2006, 2007, 2008 & 2009 Recognized as one of "America's Top Financial Planners" by Consumers' Research Council of America [3]
• The Prestigious "Archon" Award - 2000 thru 2005
• 2003 Baker's Dozen Award (Ranked 5th in the Nation
  with SunAmerica Securities) [1]
• Masters Forum Diamond Level Award - 2004
• Masters Forum Platinum Level Award - 2004
• Masters Forum Gold Level Award - 2004
• Million Dollar Club - 2003
• President’s Performance Award - 1998 thru 2003
• Leadership Council - 2003 & 2004
• Leadership Society - 2003
• SunAmerica President`s Advisory Council - 2001thru 2003
• SunAmerica Leaders Circle - 2003
• All-American Team - 2002
• PIMCO Chairman Council Member - 2002
• MFS Circle of Distinction - 1998 & 1999
• Alliance Elite Advisor - 1999
• Circle of Champions
• Numerous financial awards & accolades dating back to 1984.

[1] These achievements are based on sales production for the year stated.

[2] Presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf

Third-party rankings and recognitions from rating services or publications are no Guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.

[3] Based on Experience, Training, Education and Certifications

 

BODA FINANCIAL GROUP
3121 Cross Timbers Rd
Suite 1
Flower Mound, TX 75028
T 972.355.4411
F 972.355.2575

jerry@bodafinancial.com