ST.
CHARLES, Ill., Aug. 8, 2024
/PRNewswire/ -- Mission Wealth, a nationally accredited and
award-winning wealth management firm, proudly announces that
Bryant Merryman, one of their
esteemed Senior Wealth Advisors in Chicago, Illinois, has been named #42 on the
Forbes Best-In-State Next-Gen Wealth Advisors list for
2024.
Mission Wealth's Bryant Merryman has been named to the Forbes
Best-In-State Next-Gen Wealth Advisors list for 2024!
"I am honored to be included in the Forbes Best-In-State
Next-Gen Wealth Advisors list," said Bryant Merryman, a Partner and Senior
Wealth Advisor at Mission Wealth. "This recognition reflects the
trust my clients place in me and the collaborative effort of the
entire Mission Wealth team. I look forward to continuing to provide
innovative solutions and dedicated service to our clients."
The Forbes/SHOOK Top Next-Gen Advisors Best-In-State
list features 1,621 top professionals who cumulatively manage
nearly $2.8 trillion in assets. This
group has long careers ahead of them—all were born in 1985 or
later, have a minimum of four years of experience as an advisor,
and exhibit exceptional professionalism, performance, and
dedication to their clients. This accolade is a testament to
Bryant's unwavering commitment to delivering personalized financial
strategies and superior service to his clients.
"We are incredibly proud of Bryant for this well-deserved
recognition," said Brad
Stark, Co-founder of Mission Wealth. "Bryant has
flourished in leading our mid-west growth initiatives and earning
his way to becoming a partner in the firm. He not only does
remarkable work for our clients but has been able to balance his
success with his most important job, being a great husband and
raising an amazing family. Our hats are off to him!"
The average age of a financial advisor continues to climb,
currently hovering around 56. According to the Certified Financial
Planner Board of Standards, less than one-third of advisors today
are under the age of 40, compared to industries like, say,
technology, where nearly half are under 40. The need for fresh
talent in financial advice is critical, and Forbes and Shook
Research have ferreted out wealth management's up-and-comers.
Bryant Merryman has been an integral part of the Mission
Wealth team, known for his expertise in comprehensive financial
planning and investment management and his ability to navigate
complex financial landscapes. His inclusion in this prestigious
list highlights his exceptional skills and genuine passion for
helping clients achieve their financial goals.
Mission Wealth strives to deliver unparalleled financial
guidance and support to its clients. Bryant's recognition on this
list is a testament to their collective efforts and the exceptional
talent within the firm. For more information about Mission Wealth
and Bryant Merryman, please visit
www.missionwealth.com.
About Forbes | SHOOK
SHOOK considered advisors born in 1985 or later with a minimum
of 4 years as an advisor. Advisors must have built their practices,
led their teams, joined teams, and are viewed as future leaders, or
a combination of both. The ranking algorithm is based on
qualitative measures: telephone and in-person interviews to measure
best practices. Also reviewed are client retention, industry
experience, credentials, review of compliance records, firm
nominations, and quantitative criteria, such as assets under
management and revenue generated for their firms. Investment
performance is not a criterion because client objectives and risk
tolerances vary, and audited performance reports are rare. Data
provided by SHOOK® Research, LLC. Data as of
3/31/24.
SHOOK's research and rankings provide opinions intended to help
investors choose the right financial advisor and are not indicative
of future performance or representative of any one client's
experience. Past performance is not an indication of future
results. Neither Forbes nor SHOOK Research receive compensation in
exchange for placement on the ranking. For more information, please
see www.SHOOKresearch.com. SHOOK is a registered
trademark of SHOOK Research, LLC.
About Mission Wealth
Established in 2000, Mission Wealth is a nationally recognized
Registered Investment Advisor (RIA) dedicated to serving over 3,235
valued clients and families, managing assets exceeding $8.7 billion across the
United States. For comprehensive information about Mission
Wealth's core values and services, please visit
www.missionwealth.com or contact us at (805) 882-2360
for a complimentary consultation.
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MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00615488
08/24
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SOURCE Mission Wealth Management, LP