Merrill Lynch's Elliott Kugel Among Nation's Top Financial Advisors

Bridgewater, NJ – Merrill Lynch announced today that Financial Advisor Elliott Kugel of New Jersey has been recognized as a top advisor by Barron’s magazine in its annual "America's Top 1,200 Advisors: State-by-State" list for 2017. This is the eighth year in a row that Kugel has made the list.

“Elliott’s recognition on this list demonstrates the high standards he upholds to ensure consistent quality service and experience for his clients. He embodies what it means to be a top advisor in the financial industry. It’s not just about following the market and trends; it’s about following the life priorities and goals of your clients and coming up with sound financial strategies to help achieve them. We are proud to support Elliott as he continues to lead by example in years to come,” said Keith Henry, Managing Director- Market Executive.

Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years’ financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings.

Kugel resides in Skillman, NJ, and has been a part of Merrill Lynch’s Bridgewater office for 25 years.

Merrill Lynch Global Wealth Management

Merrill Lynch Global Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,629 financial advisors and $2.1 trillion in client balances as of December 31, 2016, it is among the largest businesses of its kind in the world. Merrill Lynch Global Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management. Merrill Lynch Global Wealth Management is part of Bank of America Corporation.

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