Christi Staib
Wealth Manager, President, Author, Public Speaker
Christi Staib is the President of Silver Sail Wealth Advisors; where she gives personal Financial Guidance to a select group of high net worth individuals and business owners.
She has been a registered wealth advisor at major wirehouses since 2003. The team has partnered with LPL Financial, the largest independent broker-dealer in the United States (based on total revenues as reported in Financial Planning Magazine, June 1996-2018).
Christi is a trusted partner to each client and is responsive to their needs and problems. She works to provide solutions for each client with varying needs and concerns.
In 2007, Christi earned the Winners Circle award at the Southwest Division of Merrill Lynch in the top 10% of a male-dominated field. In 2008 she became a member of the Executives Club for the same firm earning the title of Vice President. From 2012 to 2018 she has been recognized as a Five Star Wealth Manager - Best in Client Satisfaction. She has also earned the Five Star Wealth Manager - Overall Satisfaction, being in the top 3% of the wealth managers in Dallas/Fort Worth.
Christi lives in Plano with her cat, Princess Leia - a beautiful, big Bengal.
Education:
- B.S. Management Colorado Mesa University, Grand Junction, Colorado
- M.B.A. Management, Finance & Economics Baylor University, Waco, Texas
Registrations and Licenses Held:
- Series 7 General Securities Registered Representative*
- Series 63 Uniform Securities Agent State Law*
- Series 65 Uniform Investment Wealth Advisor Law*
- Series 31 Futures Managed Funds
- Series 24 Principal/Supervisory Exam
- Life Insurance, Health Insurance, Variable Annuity*
* Registrations held through LPL Financial
Christi Staib is registered to do business in: AR, AZ, CA, CO, DE, FL, GA, IL, LA, MA, MI, MN, MO, NC, NJ, PA, TX, VA, WA.
Silver Sail Wealth wealth wealth advisors and the FIVE STAR Program are not affiliated.
Crescendo Business Services awards the Five Star Wealth Manager by asking consumers to evaluate their manager(s) based on nine different criteria: customer service, integrity, communication, value for fees charged, meet financial objectives, post-sales services, quality of recommendations, and overall satisfaction. After filtering through the responses and further evaluation, Crescendo compiles a list identifying the Five Star Wealth Managers.