Business & Tech
31 CT Merrill Lynch Wealth Management Advisors Receive Honors
The Fairfield County-based advisors were named to top lists from Forbes and Barron's for 2019.
From Merrill Lynch: Merrill Lynch Wealth Management announced today that 31 Financial Advisors in Fairfield County have been recognized on the Forbes “Best-in-State Wealth Advisors" and theBarron’s “Top 1,200 Financial Advisors” 2019 lists. The lists were published on February 20, 2019 and March 11, 2019, respectively.
Jeff Erdman of Greenwich was ranked the #1 advisor in the state of Connecticut on both lists.
Merrill Lynch topped both lists with 1,019 advisors named to the Forbes "Best-in-State Wealth Advisors" list and 280 advisors to the Barron's "Top 1,200 Financial Advisors" list.
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Additional commentary on the achievements of any of these Financial Advisors is available upon request. Please see breakdown by market in FFC.
DARIEN
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Forbes Best-in-State Wealth Advisors
#51: Dan Anderson
#95: Mike O’Neil
FAIRFIELD
Barron's Top Financial Advisors
#8: Tom Vacheron
Forbes "Best-in-State Wealth Advisors
#7: Tom Vacheron
#55: Craig Rosenberg
#58: Roland Wauthier
#60: Bob DiSabato
#68: Gary Serio
#92: Dennis Brown
GREENWICH
Barron's “Top 1,200 Financial Advisors”
#1: Jeff Erdmann
#17: Rob Giannetti
#34: Bill Donnell
Forbes "Best-in-State Wealth Advisors
#1: Jeff Erdmann
#17: Rob Giannetti
#25: Bill Donnell
#29: Glenn Feigin
#31: Kevin Coutant
#32: Keith Coutant
#37: Mario Forlini
#39: Liz Angelone
#54: Marc Berkowitz
#62: Sergio Forlini
#81: Benjamin Bryce
#85: Brett Berkman
#90: Jonathan Wolfe
#97: Michele McCallion
#98: Mike Moskowitz
NEW CANAAN
Barron's Top Financial Advisors
#4: Brian Hetherington
#27: Linus Cooke
Forbes "Best-in-State Wealth Advisors
#4: Brian Hetherington
#21: Linus Cooke
#41: Craig Somerby
RIDGEFIELD
Forbes "Best-in-State Wealth Advisors
#64: Jim Montalto
STAMFORD
Barron's Top Financial Advisors
#21: Ivan Dolgins
#32: Jim Iannazzo
Forbes "Best-in-State Wealth Advisors
#23: Jim Iannazzo
#65: Allan Linke
#73: Chris Smiles
#88: Richard Neuman