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Finby Earns Second Ranking Among Nation's Top Retirement Advisors

Financial Advisor With Merrill Lynch's CBC Group In Charlotte Repeats Recognition On Financial Times' FT401 List For Retirement Acumen

For the second year in a row, David K. Finby, CIMA®, C(k)P, earned a spot on the Financial Times' FT401, a researched listing of the nation's top 401 financial advisors focused on guiding individual and institutional clients toward successful retirement.

Finby, a senior vice president and wealth management advisor with The CBC Group of Merrill Lynch in Charlotte, earned his repeat recognition due to an empirical analysis taking into account his defined-contribution retirement plan assets under management, experience and specialization in retirement advisory services, industry certifications and regulatory compliance record. The publication's full list is viewable at https://www.ft.com/content/8bd375be-9a24-11e8-88de-49c908b1f264.

The Charlotte Patch reported on Finby's initial FT401 recognition in an October 30, 2017, post at https://patch.com/north-carolina/charlotte/mls-david-finby-named-ft-401-top-advisor-list.

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A graduate of the University of South Carolina system, Finby has worked in the financial services industry since 1995, all with Merrill Lynch. More about The CBC Group is available at https://fa.ml.com/north-carolina/charlotte/cbcgroup and by calling 704-341-5111.

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