NEW YORK--(BUSINESS WIRE)--The Private Banking and Investment Group at Merrill Lynch announced today that Private Wealth Advisor Noel Weil has been recognized as a top advisor by Barron’s magazine in its annual "America’s Top 100 Financial Advisors" list and by the Financial Times in its annual "Top 400 Financial Advisors" list.
“We are proud and honored to support Noel in his recognition as a top advisor, and believe it is a true reflection of the hard work, dedication and value he provides to clients. It is this level of commitment and deep understanding of client service, top-performing work, and his ability to provide clients personalized financial guidance to meet their needs that contributed to Noel’s well-deserved spot on both of the most respected lists in the industry,” said Mollie Colavita, regional managing director.
Advisors considered for the “America's Top 100 Financial Advisors” list ranking have a minimum of seven years’ financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings.
The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the FT. The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the firms nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.
Merrill Lynch Global Wealth Management
Merrill Lynch Global Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,412 Financial Advisors and nearly $2 trillion in client balances as of March 31, 2016, it is among the largest businesses of its kind in the world. Merrill Lynch Global Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management. Within Merrill Lynch Global Wealth Management, the Private Banking and Investment Group focuses on the unique and personalized needs of wealthy individuals, families and their businesses. These clients are served by more than 175 highly specialized Private Wealth Advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch Global Wealth Management is part of Bank of America Corporation.
The Private Banking and Investment Group is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the group's private wealth advisors through MLPF&S, a registered broker-dealer and registered investment adviser. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services. Investments involve risk, including the possible loss of principal investment. The banking, credit and trust services sold by the group's private wealth advisors are offered by licensed banks and trust companies, including U.S. Trust, a division of Bank of America, N.A., member FDIC, and other affiliated banks.
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of BAC. Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
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MLPF&S is a registered broker-dealer, member SIPC and a wholly owned subsidiary of Bank of America Corporation.
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