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Merrill's Chase Phillips Makes Forbes Next-Generation List Again
D.C.-based financial advisor earns a spot on the '21 list as one of the nation's top Millennial advisors, continuing a streak of such honors
Chase A. Phillips of Bank of America Merrill in Washington, D.C., is yet again among the "Top Next-Generation Wealth Advisors" according to an annual survey conducted by Forbes Magazine.
Phillips first made the Forbes list of preeminent Millennial financial advisors when the publication debuted the ranking in 2017. He's been a constant ever since, and came in No. 238 out of 500 advisors ranked for 2021.
He earned the honor due to his industry experience, compliance records, revenue trends, and assets under management, among other qualitative and quantitative considerations. The complete list is published at https://www.forbes.com/top-next-gen-advisors.
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Phillips, a graduate of Woodbridge Senior High School, has been with Merrill since 2008. More about Phillips' advisory office is at https://fa.ml.com/district-of-columbia/washington/chase_phillips and by calling 202-659-7374.
*Source: The Forbes “Top Next-Generation Wealth Advisors” list, September 21, 2021. For more information about the selection criteria, go to http://details-he.re/qm2J7M. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
