St. Charles, Illinois., 8 August 2024 /PRNewswire/ — Mission Wealtha nationally accredited and award-winning asset management firm, is proud to announce that Bryant Merrymanone of their valued Senior Wealth Advisors in Chicago, Illinoiswas number 42 on the Forbes – the best next generation wealth advisors in the state List for 2024.
“I am honored to be included in the Forbes Best-In-State Next-Gen Wealth Advisors list,” said Bryant Merryman, Partner and Senior Wealth Advisor at Mission Wealth. “This recognition reflects the trust my clients place in me and the collaboration of the entire Mission Wealth team. I look forward to continuing to provide innovative solutions and dedicated service to our clients.”
The Forbes/SHOOK List of the best next-gen consultants in the state comprises 1,621 top professionals who together account for almost 2.8 trillion US dollars in assets. This group has long careers ahead of them – all were born in 1985 or later, have at least four years of experience as advisors, and demonstrate exceptional professionalism, performance, and dedication to their clients. This award is a testament to Bryant’s unwavering commitment to providing its clients with personalized financial strategies and superior service.
“We are incredibly proud of Bryant and his well-deserved recognition,” said Brad StarkCo-founder of Mission Wealth. “Bryant has led our growth initiatives in the Midwest with flying colors and worked his way up to become a partner in the firm. Not only does he do remarkable work for our clients, but he has managed to balance his success with his most important job: being a great husband and raising a wonderful family. We take our hats off to him!”
The average age of a financial advisor continues to rise and is currently around 56. According to the Certified Financial Planner Board of Standards, less than a third of today’s advisors are under 40. In industries such as technology, however, nearly half are under 40. The need for new talent in financial advice is enormous, and Forbes and Shook Research have tracked down the next generation of wealth management talent.
Bryant Merryman is a key part of the Mission Wealth team and is known for his expertise in comprehensive financial planning and investment management, as well as his ability to navigate complex financial landscapes. His inclusion on this prestigious list underscores his exceptional skills and genuine passion for helping clients achieve their financial goals.
Mission Wealth is committed to providing unparalleled financial advice and support to its clients. Bryant’s mention on this list is a testament to their collective efforts and the exceptional talent within the firm. For more information on Mission Wealth and Bryant Merryman, visit www.missionwealth.com.
About Forbes | SHOOK
SHOOK considered advisors born in 1985 or later who had been an advisor for at least 4 years. Advisors must have built their practice, led their teams, joined teams, and be viewed as future leaders, or a combination of both. The ranking algorithm is based on qualitative measures: phone and in-person interviews to measure best practices. Also reviewed are client retention, industry experience, references, review of compliance records, firm nominations, and quantitative criteria such as assets under management and revenue generated for their firms. Investment performance is not a criterion, as client goals and risk tolerances vary and audited performance reports are rare. Data provided by SHOOK® Research, LLC. Data as of 03/31/24.
SHOOK’s research and rankings reflect opinions intended to help investors choose the right financial advisor. They are not an indicator of future results, nor do they represent the experiences of individual clients. Past performance is not an indicator of future results. Neither Forbes nor SHOOK Research receives compensation for placement in the rankings. For more information, see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
About Mission Wealth
Founded in 2000, Mission Wealth is a nationally recognized Registered Investment Advisor (RIA) dedicated to serving over 3,235 valued clients and families, managing assets that span 8.7 billion US dollars above The United StatesFor comprehensive information about Mission Wealth’s core values and services, please visit www.missionwealth.com or contact us at (805) 882-2360 for a free consultation.
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