Merrill Lynch Financial Advisors Named to Forbes’ "Best" List

Troy, MI– Merrill Lynch has announced that seven metro Detroit financial advisors have been recognized on the Forbes “Best-in-State Wealth Advisors" inaugural list.

Four advisors based in Troy are Marie Vanerian, Abraham Post, Dana Locniskar and Frank Migliazzo. Melissa Spickler is based in Bloomfield Hills, Phillip Serra in Farmington Hills, and Leo Stevenson is in Wyandotte. Their recognition on this list is an industry honor and acknowledgment of their accomplishments. Nationwide, 639 Merrill Lynch advisors are included on this year’s list, the most of any firm.

The 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s

Bank of America Corporation

Merrill Lynch represents multiple business areas within Bank of America Corporation's wealth and investment management division including Merrill Lynch (North America and International) and Private Banking and Investments Group. As of December 31, 2017, ML entities had approximately $2.31 trillion in client balances. Client Balances consists of the following assets of clients held in their ML accounts: assets under management (AUM) of ML entities, client brokerage assets, assets in custody of ML entities, loan balances and deposits of ML clients held at Bank of America, N.A. and affiliated banks.