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A Merrill advisor can help. It all starts with a personalized plan that charts a course for your financial future. And as your needs change over time, it’s good to know you have the bull at your back.</p> </div> </div> </div> </div> </div> </div> </div> </div> </section> </div> </div> </div> <div class="article-container__content" data-anchor="#rightrail_328111097"> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_308406798 { margin-top: -60px; margin-bottom: 35px; margin-left: 0px; margin-right: 0px; } } </style> <div id="positioning_container_308406798" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section " style=" "> <div class="background-container__wrapper "> <div class="aem-wrap--legacy-content-slider section"> <div class="content-slider " data-cmp="legacyContentSlider"> <a href="#" class="js-switch-to-accessibility-friendly-view" aria-hidden="false" aria-label="carousel in this page will open in accessibility mode" tabindex="0"> Switch to Accessibility Friendly View </a> <div class="aem-wrap--header section"> <div class="header header--align-center "> <h2 class="header__heading ">Explore our latest awards</h2> </div> </div> <div id="c5c589ff03f4b0ea9834c2ece6be76crightrailcontentrightrail328111097positioningcontainercontentbackgroundcontainercontentcontentslider" class="slideshow theme-black js-carousel" data-options='{"speed":"300","arrows":true,"dots":true,"infinite":true,"pauseOnHover":true,"swipe":false,"adaptiveHeight":true}'> <div class="slideshow--item"> <div class="slide-box box-shadow"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: center;"><b class="text-color-blue">2025 Forbes “Best-in-State Wealth Management Teams”</b></h3> <p style="text-align: center;"><i>Published on January 9, 2025. Rankings based on data as of March 31, 2024.</i></p> <p>Congratulations to the 1,724 Merrill teams and 4,517 team members named to the 2025 Forbes “<a href="https://details-he.re/TDSps0" target="_self">Best-in-State Wealth Management Teams</a>” list. Plus, special recognition for 30 Merrill teams ranked #1 in State.</p> <p> </p> </div></div> </div> </div> <div class="slideshow--item"> <div class="slide-box box-shadow"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: center;"><b class="text-color-blue">2024 Forbes “America’s Top Wealth Management Teams High Net Worth”</b></h3> <p style="text-align: center;"><i style="">Published on November 13, 2024. Rankings based on data as of March 31, 2024.</i></p> <p>Congratulations to the 34 teams and 129 advisors named to the 2024 Forbes “<a href="https://details-he.re/XcIfeZ" target="_blank">America's Top Wealth Management Teams High Net Worth</a>” list. Thank you for all you do to serve our clients.</p> <p> </p> <p> </p> </div></div> </div> </div> <div class="slideshow--item"> <div class="slide-box box-shadow"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: center;"><b class="text-color-blue">2024 Forbes “America’s Top Wealth Management Teams Private Wealth”</b></h3> <p style="text-align: center;"><i>Published on November 13, 2024. Rankings based on data as of March 31, 2024.</i></p> <p style="text-align: left;">We're bullish on the 27 teams and 94 advisors named to the 2024 Forbes “<a href="https://details-he.re/SYBJZH" target="_blank">America's Top Wealth Management Teams Private Wealth</a>” list, including 34 FAs and 60 PWAs.<br/> </p> <p> </p> </div></div> </div> </div> <div class="slideshow--item"> <div class="slide-box box-shadow"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: center;"><b class="text-color-blue">2024 Forbes “America's Top Next-Gen Wealth Advisors” list</b></h3> <p style="text-align: center;"><i>Published on August 8, 2024. Rankings based on data as of March 31, 2024.</i></p> <p>We are proud of the 32 Merrill advisors named to the 2024 Forbes “<a href="https://details-he.re/apHRMV" target="_blank">America's Top Next-Gen Wealth Advisors</a>” list. Congratulations and thank you for all you do to serve our clients!</p> <p> </p> </div></div> </div> </div> <div class="slideshow--item"> <div class="slide-box box-shadow"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: center;"><b class="text-color-blue">2024 Forbes “Top Next-Gen Wealth Advisors Best-in-State” list</b></h3> <p style="text-align: center;"><i>Published on August 8, 2024. Rankings based on data as of March 31, 2024.</i></p> <p>Congratulations to the 371 Merrill advisors named to the 2024 Forbes “<a href="https://details-he.re/bfZSq4" target="_blank">Top Next-Gen Wealth Advisors Best-in-State</a>” list. We appreciate all you do to for our clients.</p> <p> </p> </div></div> </div> </div> <div class="slideshow--item"> <div class="slide-box box-shadow"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: center;"><b class="text-color-blue">2024 Barron’s “Top 100 Women Financial Advisors” list</b></h3> <p style="text-align: center;"><i>Published on July 19, 2024. Rankings based on data as of March 31, 2024.</i></p> <p>We are bullish on the 22 Merrill advisors named to the 2024 Barron’s “<a href="https://details-he.re/HBsKCM" target="_blank">Top 100 Women Financial Advisors</a>” list. Congratulations and thank you for all you do to serve our clients!<br/> </p> <p> </p> </div></div> </div> </div> </div> </div> </div> </div> </div> </section> </div> </div> </div></div> </div> <div class="article-container__content" data-anchor="#rightrail_654509635"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <p class="delete-me"></p> </div></div> </div> <div class="article-container__content" data-anchor="#rightrail_532985732"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <p class="delete-me"></p> </div></div> </div> <div class="article-container__content" data-anchor="#more-for-you"> <div class="aem-wrap--background-container section"> <section class="background-container background-container--full-bleed "> <div class="background-container__section background-container--paddings-medium-bottom transparent-bg" style=" "> <div class="background-container__wrapper "> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained " style="max-width:740px;"> <div class="background-container__section background-container--paddings-small dark-blue-bg" style=" "> <div class="background-container__wrapper "> <div class="aem-wrap--header section"> <div class="header header--align-center "> <h2 class="header__heading headline--md white-color">Contact an advisor</h2> <div class="header__subheading"><p><span class="color-white">Connect with a financial advisor one of two ways.<br/> </span></p> </div> </div> </div> <div class="aem-wrap--column-control section"> <div class="column-control column-control--50-50 " style="max-width: ;"> <div class="column-control__column"> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_185771682 { margin-top: 0px; margin-bottom: 0px; margin-left: 25px; margin-right: 25px; } } </style> <div id="positioning_container_185771682" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--icon-component section"> <span class="icon-c" aria-hidden="true"> <span id="icon_860819202" class="icon unity-icon unity-icon-communication-speech white-color icon--size8 icon--align-center"> </span> </span> </div> <div class="aem-wrap--header section"> <div class="header "> <div class="header__subheading"><p style="text-align: center;"><span class="color-white">Have a Merrill Advisor contact you for a complimentary financial consultation. Leave us your contact info and we’ll reach out.</span></p> </div> </div> </div> <div class="aem-wrap--cta-enhanced section"> <div id="image_393573280" class="cta cta--align-center" data-cmp="cta"> <a class="t-track-teaser-cta cta__anchor cta__anchor--button button red-cta " href="#contactme" target="_self" role="button" style=" " aria-label="Contact me" data-bactmln="Tile-CTA-_-contact-me-_-contactme"> Contact me </a> </div> </div> </div> </div></div> </div> <div class="column-control__column"> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_702916434 { margin-top: 0px; margin-bottom: 0px; margin-left: 25px; margin-right: 25px; } } </style> <div id="positioning_container_702916434" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--icon-component section"> <span class="icon-c" aria-hidden="true"> <span id="icon_331878125" class="icon unity-icon unity-icon-giving white-color icon--size8 icon--align-center"> </span> </span> </div> <div class="aem-wrap--header section"> <div class="header "> <div class="header__subheading"><p style="text-align: center;"><span class="color-white">Get started with Merrill Advisor Match. Answer a few questions and you’ll receive a personalized list of advisors tailored to your needs.</span></p> </div> </div> </div> <div class="aem-wrap--cta-enhanced section"> <div id="image_995366678" class="cta cta--align-center" data-cmp="cta"> <a class=" cta__anchor cta__anchor--button button red-cta " href="https://advisor.ml.com/match?awards" target="_self" role="button" style=" " aria-label="Meet your match" data-bactmln="Tile-CTA-_-meet-your-match-_-https-advisor-ml-com-match-awards" id="Tile-CTA_AdvisorMatch-meet-your-match_tool-URL"> Meet your match </a> </div> </div> </div> </div></div> </div> </div></div> </div> </div> </section> </div> </div> </div> </section> </div> <div class="aem-wrap--header section"> <div class="header header--align-center "> <h2 class="header__heading " style="color:#000;">More advisor accolades:</h2> </div> </div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: left;"><b class="text-color-blue">2024 Barron’s “Top 100 Financial Advisors” list</b></h3> <p style="text-align: left;"><i>Published on May 10, 2024. Rankings based on data as of December 31, 2023.</i></p> <p> </p> <p>We are proud of the 20 Merrill advisors named to the 2024 Barron’s “<a href="https://details-he.re/vbhuLC" target="_blank">Top 100 Financial Advisors</a>” list. Congratulations and thank you for all you do to serve our clients!<br/> </p> <p> </p> </div></div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: left;"><b class="text-color-blue">2024 Barron’s “Top 100 Institutional Consulting Teams” list</b></h3> <p style="text-align: left;"><i>Published on May 10, 2024. Rankings based on data as of December 31, 2023.</i></p> <p style="text-align: left;"> </p> <p style="text-align: left;">Congratulations to the 13 Merrill Institutional Consulting teams and 19 individuals recognized on the 2024 Barron’s “<a href="https://details-he.re/a4I7fL" target="_blank">Top 100 Institutional Consulting Teams</a>” list. We appreciate all you do for our clients.<br/> </p> <p> </p> </div></div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: left;"><b class="text-color-blue">2024 Barron’s “Top 250 Private Wealth Management Teams” list</b></h3> <p style="text-align: left;"><i>Published on May 10, 2024. Rankings based on data as of December 31, 2023.</i></p> <p> </p> <p>We're Bullish on the 56 Merrill teams named and 139 team members recognized on the 2024 Barron’s “<a href="https://details-he.re/2rEaHC" target="_blank">Top 250 Private Wealth Management Teams</a>” list. Well done!<br/> </p> <p> </p> </div></div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: left;"><b class="text-color-blue">2024 Forbes "Best-in-State Wealth Advisors" list</b></h3> <p style="text-align: left;"><i>Published on April 3, 2024. Rankings based on data as of June 30, 2023.</i></p> <p style="text-align: left;"> </p> <p style="text-align: left;">We are proud of the 1,962 advisors named to the 2024 Forbes "<a href="https://details-he.re/2zmZ7F" target="_blank">Best-in-State Wealth Advisors</a>" list. Congratulations!<br/> </p> <p> </p> </div></div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: left;"><b class="text-color-blue">2024 Forbes "America's Top Wealth Advisors" List</b></h3> <p style="text-align: left;"><i>Published on April 3, 2024. Rankings based on data as of June 30, 2023.</i></p> <p style="text-align: left;"> </p> <p style="text-align: left;">Congratulations to the 57 advisors recognized on the 2024 Forbes "<a href="https://details-he.re/sxVMOT" target="_blank">America's Top Wealth Advisors</a>" list.<br/> </p> <p> </p> </div></div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: left;"><b class="text-color-blue">2024 Barron's "Top 1,200 Financial Advisors" list</b></h3> <p style="text-align: left;"><i>Published on March 8, 2024. Rankings based on data as of September 30, 2023.</i></p> <p> </p> <p>We are Bullish on the 286 advisors recognized on the 2024 "<a href="https://www.barrons.com/advisor/report/top-financial-advisors/1000/2024?page=1&mod=faranking_2024" target="_blank">Barron's Top Financial Advisors</a>" list. Congratulations to all of our advisors recognized!</p> <p> </p> </div></div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: left;"><b class="text-color-blue">2024 Forbes "America's Top Women Wealth Advisors" list</b></h3> <p style="text-align: left;"><i>Published on February 8, 2024. Rankings based on data as of September 30, 2023.</i></p> <p> </p> <p>We are proud of the 25 advisors named to the 2024 Forbes "<a href="https://details-he.re/JS2o2A" target="_blank">America's Top Women Wealth Advisors</a>" list. Congratulations!<br/> </p> <p> </p> </div></div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: left;"><b class="text-color-blue">2024 Forbes "Top Women Wealth Advisors Best-in-State" list</b></h3> <p style="text-align: left;"><i>Published on February 8, 2024. Rankings based on data as of September 30, 2023.</i></p> <p> </p> <p>Job well done to all 409 advisors recognized on the 2024 Forbes "<a href="https://details-he.re/gRVz6a" target="_blank">Top Women Wealth Advisors Best-in-State</a>" lists.<br/> </p> <p> </p> </div></div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h3 style="text-align: left;"><b class="text-color-blue">2024 Financial Planning "Top 40 Brokers Under 40" list.</b></h3> <p style="text-align: left;"><i>Published on February 6, 2024. Rankings based on data as of September 30, 2023.</i></p> <p> </p> <p>Congratulations to the 19 Merrill advisors recognized on the 2024 Financial Planning "<a href="https://details-he.re/iPRg8F" target="_blank">Top 40 Brokers Under 40</a>" list.<br/> </p> <p> </p> </div></div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained " style="max-width:740px;"> <div class="background-container__section cool-gray-5-bg" style=" "> <div class="background-container__wrapper " style="max-width:600px;"> <div class="aem-wrap--page-anchor section"> <a id="contactme" class="page-anchor" aria-label="Contact with Merrill Advisor" href="#contactme">Section</a> </div> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_359298130 { margin-top: 0px; margin-bottom: 35px; margin-left: 20px; margin-right: 20px; } } </style> <style type="text/css"> @media (min-width: 1200px) { #positioning_container_359298130 { margin-top: 0px; margin-bottom: 50px; margin-left: -50px; margin-right: -50px; } } </style> <div id="positioning_container_359298130" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--header section"> <div class="header header--align-center "> <h3 class="header__heading headline--sm black-color">New to Merrill? 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class="background-container__wrapper " style="max-width:1088px;"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <p><sub>2025 Financial Planning's "Top 40 Brokers Under 40" list is compiled using data solicited from advisors' employers. Opinions provided by Financial Planning considered advisors under 40 years old who work at an employee brokerage firm. Primary ranking is based on trailing 12-month production for each advisor. Financial Planning is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. Financial Planning's rankings do not reflect all client experiences, endorse any advisor, indicate future performance or future success and are available for client evaluation only. Compensation was not received from anyone for the study. Financial Planning is a trademark of Arizent. All rights reserved.</sub></p> <p> </p> <p><sub>2025 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.</sub></p> <p> </p> <p><sub>2024 Forbes "America's Top Wealth Management Teams High Net Worth" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.</sub></p> <p> </p> <p><sub>2024 Forbes "America's Top Wealth Management Teams Private Wealth" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.</sub></p> <p> </p> <p><sub>2024 Forbes “America’s Top Next-Gen Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1985 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.</sub></p> <p> </p> <p><sub>2024 Forbes “Top Next-Gen Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1985 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.</sub></p> <p> </p> <p><sub>2024 Barron’s “Top 100 Women Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, client satisfaction/retention, regulatory records, internal company documents, return on assets among other data points. Rankings do not reflect any one-client's experience, future performance or outcome, endorse any advisor and are available for client evaluation only. Compensation was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.</sub></p> <p> </p> <p><sub>2024 Barron’s “Top 100 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, client satisfaction/retention, regulatory records, internal company documents and community involvement of advisor-provided data. Rankings do not reflect any one client's experience, future performance or outcome, endorse any advisor. Compensation was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.</sub></p> <p> </p> <p><sub>2024 Barron’s “Top 100 Institutional Consulting Teams” list. Rankings are based on the opinions of Barron’s who evaluated advisors on a range of criteria including institutional investment assets overseen by the advisor and his/her team, the revenue generated by those assets, the number of clients served, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishment represented on the team. Rankings do not reflect any one client's experience, guarantee of future performance or investment success, investment outcome and does not represent an endorsement of the advisors. Compensation to Barron's was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.</sub></p> <p> </p> <p><sub>2024 Barron's "Top 250 Private Wealth Management Teams" list. Rankings are based on the opinions of Barron's which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron's does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.</sub></p> <p> </p> <p><sub>2024 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.</sub></p> <p> </p> <p><sub>2024 Forbes “America’s Top Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.</sub></p> <p> </p> <p><sub>2024 Barron’s “Top 1,200 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client's experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.</sub></p> <p> </p> <p><sub>2024 Forbes “America's Top Women Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.</sub></p> <p> </p> <p><sub>2024 Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.</sub></p> </div></div> </div> </div> </section> </div> </div> </main> <div class="global-footer"> <footer class="cf js-global-footer" data-cmp="globalFooter"> <div class="blue-bar"> <div class="blue-bar-wrapper"> <div class="blue-bar-links first"> <div class="bluebarlinks1par iparsys parsys"><div class="section"><div class="new"></div> </div><div class="iparys_inherited"><div class="bluebarlinks1par iparsys parsys"><div class="text parbase section"> <div class="target--blank"><h2 class="font--bold">Information for:</h2> <div class="links"><a target="_blank" href="https://business.bofa.com/content/boaml/en_us/home.html" title="Corporations and Institutions">Corporations & Institutions</a> <a target="_blank" href="/merrill-lynch-advisor/overview.html?referrer=careers" title="Job Seekers">Job Seekers</a> <a target="_blank" href="http://newsroom.bankofamerica.com/" title="Media and Journalists">Media & Journalists</a> <a 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