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Merrill Advisor Named to Forbes Top 250 Advisors List
Merrill's Matthew Biddinger named on Forbes 2019 Top Next-Gen Wealth Advisors List
Matthew Biddinger, First Vice President and Private Wealth Advisor for Merrill in Troy, has been named to the 2019 Forbes Top 250 Next-Gen Wealth Advisors list.
He joined Merrill in 2006, and his responsibilities include analyzing client portfolios and creating financial strategies that boost growth while minimizing risk. 2019 is the third straight year he has been named to the Forbes Next-Gen list (2017-2019).
Biddinger has a bachelor’s degree in economics and mathematics from Eastern Michigan University, and he holds the Certified Investment Management Analyst (CIMA) designation.
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The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.
