Columbia, S.C. – Merrill Lynch announced today that Financial Advisor Michael Velasco has been recognized on Barron’s 2018 “America’s Top 1,200 Financial Advisors: State-by-State” list published on March 12. In all, 295 Merrill Lynch advisors are included on this year’s list.
“We are incredibly proud of Mike and his recognition on this list, and believe he demonstrates what it means to be a leader in the wealth management space through strong dedication to a high standard of service for our clients,” said Joe Powers, market executive.
Advisors considered for the "America's Top 1,200 Advisors: State-by-State" 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 assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, Barron’s examines regulatory records, internal company documents, and more than 100 points of data provided by the advisors themselves. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings.
Velasco resides in Columbia, S.C., and has been a part of Merrill Lynch’s Columbia office for 25 years.
Bank of America Corporation
Merrill Lynch is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,820 financial advisors and $2.3 trillion in client balances as of June 30, 2018, it is among the largest businesses of its kind in the world. Bank of America Corporation, through its subsidiaries, 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, 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 approximately 200 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 is part of Bank of America Corporation.
|Are Not FDIC Insured||Are Not Bank Guaranteed||May Lose Value|
MLPF&S is a registered broker-dealer, member Securities Investor Protection Corporation (SIPC) and a wholly owned subsidiary of Bank of America Corporation.
© 2018 Bank of America Corporation. All rights reserved.
# # #