Neighbor News
Merrill's Sade Makes Consecutive Forbes Best-In-State Lists
Repeats His 2019 Recognition In 2020, Based On Experience, Compliance, Assets Under Management, Client Satisfaction and Revenues Generated
It's back-to-back Forbes Best-In-State Wealth Advisor recognitions for DC-based Merrill financial advisor Jonathan L. Sade, CIMA®, who earned spots on the lists for Washington, D.C., in both 2019 and 2020.
Sade, a professional financial advisor in the D.C. market since 1982 and with Merrill since 2005, earned his consecutive nominations to the Forbes list due to industry experience, compliance, assets under management, revenue generated and overall client satisfaction. The 2020 edition of the Forbes list is available at https://www.forbes.com/best-in-state-wealth-advisors.
Sade holds the Certified Investment Management Analyst® designation. More about Sade's Washington-based practice is available at https://fa.ml.com/district-of-columbia/washington/jon-sade.
