Five Star award winner Henry "Hank" Mulvihill, CFP®, CCM®, CWS®, AEP®

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

Five Star Wealth Manager award winner 2013-2024

Smith Anglin Family Office Services simplify the lives of our clients.

Our services include comprehensive tax and financial planning coordination; personal accounting and net worth reporting; budgeting and cash flow planning; bill paying and expense reporting; investment and balance sheet administration; monitoring of liability protection and insurance coverage; trust and estate administration; and lifestyle management recommendations.

"I love this work. I have seen first-hand the impact our work has had on the life choices and success of our clients. Our higher calling is helping our client families anticipate, plan for, and achieve their multi-generational requirements. I cannot imagine a more important task than helping our clients reach and exceed their goals."

In addition to the ACCREDITED ESTATE PLANNER® designation, Hank is a CERTIFIED FINANCIAL PLANNER TM professional. He also holds the Certified Wealth Strategist® designation, and the Permanent Credential of Certified Cash Manager TM from the Association for Financial Professionals. Hank is a licensed life, health, disability and long-term care insurance agent, a licensed life settlement agent, and can assist clients with expert resources for structured settlements.

Hank is a long-time observer of the markets and global macroeconomic trends. In 2002, he founded the seminar series FED FRIDAY® to discuss the actions and impact of the U.S. Federal Reserve. Hank has been recognized in multiple years by the Five Star Award, Best in Client Satisfaction, Wealth Manager, by Texas Monthly. He has been interviewed on live TV on CNBC, quoted in WSJ.com, USA Today, Reuters, Financial Times, ABC.com, Investment News, BBC.com, Forbes.com, Morningstar Advisor, the Financial Planning Association, MoneyShow.com and other publications. Hank has spoken at industry and association conferences, including multiple presentations at the Dallas Association for Financial Professionals Corporate Treasury Conference.

Hank is a member of the Dallas Estate Planning Council, the Financial Planning Association, and the Dallas Association for Financial Professionals. He is a member of the Richardson Rotary Club and the Richardson Chamber of Commerce. He is a graduate of Leadership Richardson, Richardson Citizen Police Academy, Richardson Citizen Fire Academy, is a former homeowner association President, and is active in other community organizations.

Hank and his wife Patricia (his better 7/8) have worked hard to provide stability for their three sons. Hank is a Lifetime Member of the Cooper Fitness Center in Dallas. He and Patricia completed the 100th Boston Marathon in 1996. Hank and his family members relax in Colorado when schedules allow. The family is developing a tree farm in Central Texas.

Smith Anglin Financial provides investments, financial and tax planning, tax return services, life insurance solutions and comprehensive financial management for high net worth individuals, their families and organizations.

Hank studies global, national, regional and local economic trends. He is an energetic and motivating speaker, presenter and consultant. Hank delivers economic presentations as The Optimist Economist®. Contact Hank at 972-267-1244 to speak at your event.

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This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4255 Dallas/Fort Worth-area wealth managers were considered for the award; 342 (8% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 4,274, 336, 7.9%, 7/1/23, 10/10/22 - 5/5/23; 2022: 4039, 330, 8%, 7/1/22, 9/20/21 - 4/8/22; 2021: 4007, 323, 8%, 7/1/21, 9/21/20 - 4/30/21; 2020: 4374, 335, 8%, 7/1/20, 10/7/19 - 4/24/20; 2019: 3899, 393, 10%, 7/1/19, 10/22/18 - 5/3/19; 2018: 3851, 338, 9%, 7/1/18, 10/24/17 - 5/21/18; 2017: 2730, 382, 14%, 7/1/17, 9/26/16 - 4/28/17; 2016: 2471, 678, 27%, 6/1/16, 11/30/15 - 5/18/16; 2015: 2862, 684, 24%, 7/1/15, 11/30/14 - 5/18/15; 2014: 5080, 621, 12%, 7/1/14, 11/30/13 - 5/18/14; 2013: 3834, 698, 18%, 7/1/13, 11/30/12 - 5/18/13; 2012: 2688, 654, 24%, 7/1/12, 11/30/11 - 5/18/12.

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About Smith Anglin
Smith Anglin is a leading wealth management firm based in Dallas, Texas, founded in 1967. We are primarily fee-based. Our credentialed wealth managers and CPAs employ our proprietary Standard of Care library and procedures to assist clients at all stages of life. Clients receive detailed financial plans which are living documents, updated as needed. Premier clients qualify for complimentary tax return preparation. Smith Anglin clients receive exceptional personal service from everyone in our Firm.

https://www.smithanglin.com/who-we-are/

The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character, and who commit to the team concept of estate planning. One or more of the following professional credentials is a prerequisite for the Accredited Estate Planner® (AEP®) designation: JD, CPA, CLU®, CFP®, ChFC®, CPWA®, CFA, CAP®, CSPG, CTFA, MSFS, and MST.

Certifed Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER TM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.