Ralph Byer recognized on Forbes Best-In-State Wealth Advisor List

Ralph Byer, Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management, was recently recognized on the Forbes "Best-In-State Wealth Advisors" list. Byer leads the team at The Byer Wealth Management Group in Plantation to offer all-encompassing services to the firm’s multigeneration clients. For the last 36 years, Byer has worked with Merrill Lynch Wealth Management providing quality and in-depth financial services. His team works with wealthy families, entrepreneurs and business owners to design customized plans. The team nurtures the client through the process, ensuring that all is aligned with their goals, dreams and desires.

The Byer Wealth Management Groups Wealth Management process includes: Financial Guidance, Legacy Implementation, Estate Coordination, Retirement Management and Tax Efficiencies.

Byer is a graduate of The State University of New York at Stony Brook. In addition, he received his master’s in Social and Behavioral Sciences with a concentration in Gerontology from the University of South Florida. A resident of Broward County for over 39 years, Byer and his wife enjoy giving back to the community. Byer is on the board of directors of the Sheriff’s Foundation of Broward County. Byer and his wife are also involved in several children’s charities, including Jewish Adoption and Family Care Options (JAFCO). Byer takes a personalized approach with each client, getting to know their family dynamics, children and even pets!

Forbes “Best-In-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.