Local Merrill Lynch Advisor Receives Top Recognition from Forbes

Matthew Rogge, CFP®, a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Boca Raton, was recently recognized on the Forbes "Best-In-State Wealth Advisors" list. He joined Merrill Lynch 15 years ago and focuses on developing customized financial planning and strategies, particularly to help retired business owners and executives.

A Fort Lauderdale resident, Rogge attended Pine Crest School. After graduating high school, he earned a Bachelor of Science degree in business administration with a major in finance and a minor in economics from the University of Florida.

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.