Five SWFL Merrill Lynch Advisors Receive National Recognition

Five Merrill Lynch Wealth Management Financial Advisors from Southwest Florida have been named as top advisors this year, receiving multiple national recognitions.

Michelle Mayer (Naples, Fla.)
-2019 Forbes “Best-in-State Wealth Advisors”
-2019 Barron’s “Top 1,200 Financial Advisors”
-2019 Forbes “America’s Top Women Wealth Advisors”
Judi Aber (Punta Gorda, Fla.)
-2019 Forbes “Best-in-State Wealth Advisors”
-2019 Forbes “America’s Top Women Wealth Advisors”
Roy Borrego (Punta Gorda, Fla.)
-2019 Barron’s “Top 1,200 Financial Advisors”
-2019 Forbes “Best-in-State Wealth Advisors”
Robert Dwyer (Punta Gorda, Fla.)
-2019 Forbes “Best-in-State Wealth Advisors”
Dominic Casanueva (Sarasota, Fla.)
-2019 Barron’s “Top 1,200 Financial Advisors”

About the Lists:

– 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. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves.

– 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.

– Forbes “America’s Top Women Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.