The leading financial publication Barron’s published its top 1,200 financial advisors in the U.S., and Jacksonville is home of William Merriam as well as 5 others who reside in Florida.
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The leading financial publication, Barron’s, published its list of top 1,200 financial advisors in the U.S., and Jacksonville is home to 5 of 84 who reside in Florida.
> George Dunn, who works in Ponte Vedra, was number 11.
> William Merriam, who works in Jacksonville, was number 20.
> Elbert Bledsoe, who works in Jacksonville, was number 65.
> Jeff Camarda, who works in Flemming Island, was number 75.
> Perry Chappell, who works in Jacksonville, was number 79.
Four of the five financial advisors, save Jeff Camarda, are advisors for Merrill Lynch.
Being selected as a Top Financial Advisor by Barron’s is an extremely prestigious honor, and candidates are nominated by having very specific qualifications. To be nominated an advisor must meet top criteria for the size of their portfolio, charitable work, earnings for their company, quality of work, and more.
Jacksonville is unique in that it has 5 advisors in the top 100 list, and two in the top 20: George Dunn and William Merriam. Through the years, finance experts have grown from mere brokers to advisors who are set to achieve specific goals. The volatility of the market has increased the demand for financial advisors, and the quality of services has also increased exponentially. With a natural talent for forecasting and risk analysis, an advisor’s goal is to help companies reach their financial milestones not just by knowing where to invest, but also by doing it at the right time.
As a top financial advisor, the average amount of assets managed is at $1.4 billion as of June 30. The best Wall Street companies are well-represented in these rankings. While most of these advisors come from high-concentration states like New York and California, the stakes are really high for other states. For a Jacksonville advisor to become part of this list is a testament of good relationship management with investors and investments.
In financial planning, transparency is the name of the game. What sets apart good financial advisors from the rest is that they offer solutions, not problems. One of these established experts in the financial planning field have years of experience guiding and directing financial decisions.
More information on wealth management and top advisors can be found here.
Contact Info:
Name: Mary Fisher
Organization: Mary Fisher Design
Address: 1731 Emerson St, Jacksonville, FL 32207, United States
Phone: +1-904-398-3699
For more information, please visit https://www.maryfisherdesign.com
Source: PressCable
Release ID: 433566
