Local Merrill Financial Advisor Sonya Arnold Motes Named on the 2019 Forbes "Best-in-State Wealth Advisors" List
Columbia, S.C. – Merrill announced today that Financial Advisor Sonya Arnold Motes has been recognized on the 2019 Forbes “Best-in-State Wealth Advisors" list, published on February 20. In all, 1,019 Merrill Lynch advisors are included on this year’s list, the most of any firm.
“We are incredibly proud of Sonya as this is an honor within our industry,” said Joe Powers, market executive. “We believe Sonya consistently demonstrates what it means to be a leader in the wealth management space and is dedicated to providing our clients the highest level of service."
The Forbes "Best-in-State Wealth Advisors" ranking was developed by SHOOK Research using in-person and telephone due diligence meetings to evaluate each advisor based on qualitative factors (client retention, industry experience, review of compliance records, and 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. Rankings are based on the opinions of SHOOK Research, LLC and not representative or indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
Motes resides in Lexington, S.C. and has been a part of Merrill Lynch’s Columbia office for 35 years.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,761 financial advisors and nearly $2.4 trillion in client balances as of March 31, 2019, 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 this business, Merrill Private Wealth Management 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 Wealth Management is part of Bank of America Corporation.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp.
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