Merrill Lynch Wealth Management
New York, NY
UMESH TRIKHA
READ MORE
“Covid wasn't as disruptive since we've been covering clients virtually across the globe, across many time zones with an operating model in place. But I think it's created an opportunity to redefine leadership in how we're providing service to our clients, and it's an extraordinary time when their needs are changing.”
Morgan Stanley Wealth Management
Atlanta, GA
WALTER STITH
READ MORE
“We work with a lot of family patriarchs and we've found that the ability to tell a client we have the experience to help develop a good financial plan but more importantly we will be here to see you and oftentimes your spouse through that plan has led to our growth.”
UBS Wealth Management
Boise, ID
KEVIN WANG
READ MORE
“The biggest misunderstanding is the tax code. Clients are constantly reading and your phone is a conduit for a lot of misinformation and speculation. So they're reading about what is going to happen to long term capital gains when none of this is code.”
Evans May Wealth
Carmel, IN
ELIZABETH EVANS
READ MORE
“One challenge of being a Black advisor is the wealth gap. Your first clients are often first generation wealth and don’t have multiple years in the market grown through generational wealth and that can be a challenge.”
ith anxiety over changes to the tax code
mounting and market volatility looking to
make a return, financial advisors are earning their keep these days. With the average age of established advisors well above 50, the next generation of wealth managers is emerging--and building expertise to help clients for decades to come. The 500 advisors honored on this list manage more than $1 trillion for clients and surely have long careers ahead of them as they look to continue to build their practices into the future.
W
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. READ MORE
Methodology
Illustrations by Jaya Nicely for Forbes
PRESENTED BY
