Naples local, Ryan A Kowadla, was recently recognized on Forbes

Ryan A Kowadla, CRPS, CKP, CPFA, Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management, was recently recognized on Forbes’ “America’s Top Next-Generation Wealth Advisors” list. Kowadla has been with Merrill Lynch for 10 years and focuses on 401K and retirement planning for his institutional clients.

A long time Naples resident, Kowadla received his master’s degree in business administration from Florida Gulf Coast University after earning his bachelor’s degree in business administration from Florida Atlantic University. Kowadla has served on the Alumni Board for Florida Gulf Coast University and was recently appointed to the University’s College of Business Finance Council. An industry leader, Kowadla was honored as a local 5 Star Wealth Manager by Gulfshore Life Magazine earlier this year.

Forbes’ "America’s Top Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.