Neighbor News
Local Woman Nationally Recognized on Forbes Two Times in a Row
Merrill Lynch advisor Judi Aber was named to the Forbes "Top Women Wealth Advisors" list for the second consecutive year.
Judi Aber, CFP®, Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Punta Gorda, was recently recognized on the Forbes “Top Women Wealth Advisors” list for the second consecutive year. She joined Merrill Lynch 32 years ago and focuses on helping a select group of high-net-worth individuals and retirees to manage all aspects of their financial lives, from implementing tax-efficient strategies for concentrated stock positions to retirement and educational planning.
A Punta Gorda resident, Aber earned a bachelor's degree in management from Hodges University. She and her husband, Jeff have two daughters, Brittney and Kaitlyn.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews.
