Local Merrill Lynch Financial Advisor S. Wesley Carpenter Named on the 2020 Forbes Top Next-Generation Wealth Advisors


Local Merrill Lynch Financial Advisor S. Wesley Carpenter, CPWA®, CFP®, ChFC®, CRPC®, CPFA Named on the 2020 Forbes Top Next-Generation Wealth Advisors
 
List Fairhope, AL – Merrill Lynch announced today that Wealth Management Advisor S. Wesley Carpenter, CPWA®, CFP®, ChFC®, CRPC®, CPFA has been recognized on the 2020 Forbes "Top Next Generation Wealth Advisors" list, published on July 22, 2020.
 
"We are incredibly proud of Wesley on being named to the list,” said David Oberman the Market Executive for the Southern Gulf States.
 
We believe Wesley consistently demonstrates what it means to be a leader in the wealth management space and is dedicated to providing our clients with the highest level of service," said Oberman.
 
The Forbes "Top Next Generation Wealth Advisor" ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor 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.
 
Carpenter resides in Fairhope, AL, and has been a part of Merrill Lynch’s Fairhope office for 13 years. 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, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
 
Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill’s obligations will differ among these services. Investments involve risk, including the possible loss of principal investment. The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.








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