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  2. Merrill Lynch ‘Life Advisor’ Climbs Mountains With Clients And Treats Them Like Family This Maryland-based advisor takes a high-touch and pro-dividend approach to managing roughly $400...

    • Bok Financial

      BOK Financial Corp. is a holding company, which engages in...

    • Bridget Brennan

      Bridget Brennan's stories. I write about the world's most...

  3. Firm: Merrill Wealth Management; Senior Members: Melissa Spickler, Stacey Cassis, Matthew Spickler; Location: Bloomfield Hills, MI; Team Custodied Assets: $1.5 billion

  4. Firm: Merrill Wealth Management; Location: New York, NY; AUM: $5.1B “In this business sometimes everything has to be done very quickly and I don't necessarily know if quick is always better.

  5. For the second consecutive year, Merrill has more advisors recognized than any other firm to the 2023 Forbes "America's Top Wealth Management Teams High Net Worth" list! Congratulations to the 36 total teams and 141 total advisors recognized this year!

  6. May 10, 2024 · JPMorgan Chase’s wealth management unit has signed on a Merrill Lynch advisor team that managed $28 billion in client assets, potentially marking the largest advisor recruiting move in wealth...

  7. www.forbes.com › profile › alex-markowitzAlex Markowitz - Forbes

    Jun 22, 2024 · Alex Markowitz. Merrill Wealth Management. Westlake village, California. Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook ...

  8. 1 day ago · June 28, 2024. Nicole Christians and Melissa Spickler were named to Barron’s 2024 Top 1,000 Financial Advisors list. // Photo courtesy of Merrill. Ten Metro Detroit Merrill advisors have been honored by Forbes and two have been recognized by Barron’s. Kristina Abro, Tony Benvenuti, Jason Bowens, Joseph Carter, Nicole Christians, Joe Fioroni ...

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