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Passeroff named to Forbes' "Best-In-State Wealth Advisors" list
Merrill Lynch Wealth Management Advisor Michael Passeroff receives top recognition from Forbes
Michael Passeroff, a Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Boca Raton, was recently recognized on the Forbes "Best-In-State Wealth Advisors" list. He joined Merrill Lynch in 2008 and focuses on providing wide-ranging wealth management strategies for South Palm Beach County's high-net-worth individuals and business communities.
A resident of Boca Raton for 13 years, Passeroff earned an associate’s degree from Boston University. He is a founding board member of The Palm Beach County Sheriff’s Foundation.
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.
