America's Top Next-Generation Wealth AdvisorsSubmitted by Texas Legacy Wealth Management on September 7th, 2017
We are thrilled to announce that recently Forbes awarded Enzo as one of America’s Top Next-Generation Wealth Advisors.
In August of 2005, Enzo founded his own independent wealth management firm. The office consisted of Enzo, a filing cabinet, a phone, 1 computer & 2 desks. Enzo’s mission is to become one of the top independent advisors locally and nationally by building the firm based on his client’s needs continuing to enhance service with cutting-edge technologies, highly qualified individuals, the latest research & few more pieces of furniture. As Enzo has said "We strive to keep our clients interest first and foremost and build our firm through simple core principles of integrity, passion and knowledge.” Enzo’s commitment to his clients has guided himself and his team to achieving this great honor.
As the only San Antonio wealth advisor recognized, he ranked 12th in the state of Texas and 101 out of 500 millennials nationally who survived the 2008 Great Recession, and now Texas Legacy Wealth Management currently serves over $200 million in brokerage and advisory assets. According to Forbes, advisors were selected for the Top Next Generation Wealth Advisors list based on quantitative and qualitative data. Advisors were evaluated using a variety of criteria such as retention, compliance records, and assets under management, along with being born after 1980. **
**Advisors were required to have a minimum of four years relevant experience and acceptable compliance records. Overall ratings were based on, but not limited to: client service models, investing process, business types, revenue produced, and assets under management.