Three Oakland County Financial Advisors Named To 2018 Forbes List

Oakland County residents Scott Hankins, Joseph Carter, and Matthew Biddinger represent the top-performing young advisors at their firms. Their impressive work at Merrill Lynch has resulted in being named to the 2018 Forbes “America’s Top Next-Generation Wealth Advisors” list.

Private wealth manager Matthew Biddinger addresses the private banking and investment needs of individuals and families, bridging the generational financial gap while educating clients and the next generation on appropriate investment plans. Matthew joined Merrill Lynch in 2006. He has a bachelor’s degree in Economics and Mathematics from Eastern Michigan University. Matthew lives in Leonard, MI.

As a senior financial advisor Joseph Carter works with his team to serve clients through the Goals Based Wealth Management process. This includes assessing each client’s investment personality, understanding the client’s financial priorities, and working with them to implement strategies to help them achieve their investment objectives. Joseph is a graduate of Western Michigan University with a degree in Finance. He lives in Birmingham, MI. Carter joined Merrill Lynch in 2009.

Scott Hankins leads a team that works with clients to define and prioritize their goals and developing strategies to achieve those goals. It is a personalized, client-focused approach utilizing the Merrill Lynch goals based wealth management program. The senior financial advisor joined Merrill Lynch in 2007 and resides in Royal Oak, MI. He graduated from the Haworth College of Business at Western Michigan University with a bachelor’s degree in Personal Finance.

The 2018 Forbes Next Generation Wealth Advisor list is based on advisors born in 1980 or more recent. Nominations were accepted from three types of practitioners: Advisors who have built and lead their own teams, advisors who are part of teams of specialists, and those who are hybrids of those two models.