Boca Raton Merrill Lynch Financial Advisors Receive National Industry Recognition
Rachel Barzilay
Boca Raton, FL – Merrill Lynch announced that six Financial Advisors from Boca Raton have been named as top advisors in the country on the 2019 Barron’s “Top 1,200 Financial Advisors” list and the 2019 Forbes “Best-in-State Wealth Advisors” list. Below is a list of the advisors who received this recognition.
- Rachel Barzilay – received Forbes and Barron’s recognition and received recognition on Wall Street’s “Top 40 Advisors Under 40”
- Eric Glasband – received Forbes and Barron’s recognition
- Neil Kishter – received Forbes and Barron’s recognition
- William LaPato – received Forbes and Barron’s recognition
- Mark Miller – received Forbes and Barron’s recognition
- Keith Rowling – received Forbes and Barron’s recognition
- Christina Cleveland – received Forbes recognition
- David Feigelman – received Forbes recognition
- Joel Joachim – received Forbes recognition
- Robert Marton – received Forbes recognition
- Barry Mordis – received Forbes recognition
- Michael Passeroff – received Forbes recognition
- Matthew Rogge – received Forbes recognition
- Barry Rubin – received Barron’s recognition
The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth.
The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and uses in-person and telephone due diligence meetings to evaluate each advisor based on qualitative criteria (a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations) and quantitative criteria, including assets under management and revenue generated for their firms.
