Recently, two Palm Beach County locals were recognized on Forbes’ “America’s Top Next-Generation Wealth Advisors”, a ranking of top wealth management advisors from across the country.
As one of the best performing financial institutions, Merrill Lynch was ranked number #1 on the list with nearly 25% of all advisors recognized.
Not only is this an accomplishment to be recognized on Forbes, but for one advisor, Rachel Barzilay, this is her second consecutive year of being recognized.
The local advisors who were recognized are:
Rachel Barzilay, CAP, CFP, CRPC, a Managing Director, Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management in Boca Raton
Jacob Webb, CFA, CRPC, First Vice President and Wealth Management Advisor with Andrews Luther Webb Group at Merrill Lynch on Palm Beach Island
Forbes’ “America’s Top Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.
To see the full list, please visit: https://www.forbes.com/top-next-gen-advisors/#4bdcc0df6df0
To read more about the Forbes “America’s Top Next-Generation Wealth Advisors methodology, please visit: https://www.forbes.com/sites/rjshook/2018/07/25/methodology-forbes-top-1000-next-gen-wealth-advisors/#768e29846e68