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Two Merrill Lynch Advisors Named to FT 400 Top Advisors List
Timothy Long, Frank Migliazzo recognized by Financial Times as two of America's top financial advisors
Two Merrill Lynch wealth management advisors, Timothy Long and Frank Migliazzo, have been named to the 2018 Financial Times “Top 400 Financial Advisors” list. Long was also named to FT Top 400 list last year and Migliazzo was named in 2015 and 2016.
Long, who is based in Grand Rapids,MI., has worked with Merrill Lynch since 1994. He concentrates on the financial and estate needs of institutions and individuals with high net worth. He has dedicated himself to thoroughly understanding the priorities of institutions and high-net-worth individuals and families, providing them with personalized attention and disciplined, customized investment strategies.
Long is also a member of Bank of America Merrill Lynch’s Global Institutional Consulting, a specialized group comprised of highly experienced institutional consultants who focus on helping institutional clients meet the investment needs that their unique and complex structures require.
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He graduated from the University of Michigan-Ross School of Business and earned his MBA Summa Cum Laude from St. John’s University in New York.
Frank Migliazzo, a Private Wealth Advisor based in Troy, MI., began his Merrill Lynch career in 1979. He provides strategic direction and investment policy for the team. He applies his knowledge, experience and judgment in crafting investment portfolios that anticipate and respond to varied market environments. Frank is also a member of Bank of America Merrill Lynch’s Global Institutional Consulting.
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He graduated from Western Michigan University and received a master's degree from the University of Detroit.
The formula the Financial Times uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. The factors are assets under management, AUM growth rates, years of experience, compliance record, industries certifications, and online accessibility. Assets under management accounted for an average of 70 per cent of each adviser’s score. AUM growth rate accounted for an average of 17 per cent.
