Neighbor News
Local Resident Paul Abbott Nationally Recognized on Forbes' Inaugural List
The list, developed by SHOOK Research, acknowledges the industry's future leaders, who were born in 1980 or later
Paul Abbott, financial advisor with Merrill Lynch Wealth Management in Palm Beach Gardens, was recently named to Forbes’ inaugural “America’s Top Next Generation Wealth Advisors” list. Since arriving at Merrill Lynch in 2012, and joining the BMR Wealth Management Group later that year, Paul has catered to the specialized financial needs of affluent individuals, families and private enterprises. Within his group, Abbott also serves as the annuities expert for the team; guiding individuals and families to make informed decisions. The list, developed by SHOOK Research, acknowledges the industry’s future leaders, who were born in 1980 or later.
Abbott, who grew up in West Palm Beach and currently lives in Port St. Lucie, graduated from the University of Phoenix. In his free time, he enjoys staying active – enjoying sports as a participant, fan and youth volunteer coach.
According to Forbes, to qualify for this ranking, advisors must have been born in 1980 or more recent; and Forbes/SHOOK considered advisors building their own teams, and those on teams that are likely to assume a leadership position. In addition, advisors were interviewed by telephone and in person, and measured qualitatively, examining service models, investing processes, experience levels and integrity. Each advisor completes a lengthy survey and factors considered include: compliance records, client retention, revenues produced for their firms and assets managed.
