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Financial advisor wins honor

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  • Financial advisor wins honor
    Anderson

Dan Anderson, founder and CEO of Diamond A Financial Services in Bandera, won a 2018 Top Producer Award at the NEXT Financial Group, Inc. 2019 National Education Conference in New Orleans, a news release from the financial group said.

The Top Producer Award is a special recognition of a financial advisor’s outstanding hard work and dedication, with less than 10 percent of NEXT representatives achieving the elite status, the release said. Top Producer Award-winners are invited to an exclusive conference in the Cayman Islands this fall.

With 37 years of experience in the financial services industry, Anderson focuses on retirement planning and wealth accumulation and preservation. He credits his success to the lasting relationships he cultivates alongside his clients.

“Our practice is very different from most other financial services firms—actually, it’s like a custom-made suit,” Anderson said. “Our clients become a part of our family, and we go above and beyond for our family at Diamond A Financial Services.”

Anderson has won a slew of awards over the years, including the Bandera County Chamber of Commerce Citizen of the Year, the Boys and Girls Clubs Champion for Youth Award, and the NEXT Integrity Award.

He has also won the Texas Monthly Five Star Wealth Manager Award multiple years.

A native of San Antonio, Anderson now resides on his ranch in Bandera with his wife, Mercedes.

Diamond A Financial Services provides a variety of investment, financial planning, and insurance products and services. It is an affiliate of NEXT Financial, a broker-dealer that services more than 500 independent financial representatives across the U.S.