Our team manages multi-generational wealth for families as well as small institutional clients, particularly non-profits. Our focus on being a trusted advocate for a select number of relationships allows us to remain committed to our mission of delivering the ultimate client experience. We look forward to learning more about you and whether we are a good mutual fit. Please visit our website to learn more about our team: www.CWM.wfadv.comHow we did it: We asked every CERTIFIED FINANCIAL PLANNER™ professional in the Dallas-Fort Worth Chapter of the Financial Planning Association to cast an online ballot. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFP® professionals made the list.This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, and WV only.CA Insurance License #0E06130. Resident State: TXAddress:100 Crescent Court Suite 1400Dallas, TX 75201Contact email: Steve.Christensen@wellsfargoadvisors.comPhone number: 469-718-7183/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social