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Local Merrill Lynch Financial Advisor Nick Economos Named on Forbes' "Best-in-State Wealth Advisors" Inaugural List

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Local Merrill Lynch Financial Advisor Nick Economos Named on Forbes' "Best-in-State Wealth Advisors" Inaugural List

PR Newswire

WALNUT CREEK, Calif., Aug. 16, 2018 /PRNewswire/ -- Merrill Lynch announced today that Financial Advisor Nick Economos has been recognized on the Forbes "Best-in-State Wealth Advisors" inaugural list, published on February 15, 2018.

"We are incredibly proud of Nick and his recognition on this list, and believe he consistently demonstrates what it means to be a leader in the wealth management space through strong dedication to a high standard of service for our clients. We look forward to celebrating and supporting his future success," said Jeffrey Markham, Managing Director, Division Executive.

The Forbes "Best-in-State Wealth Advisors" ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client's experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

Nick resides in Alamo, CA, and has been a part of Merrill Lynch for 18 years.

Bank of America Corporation
Merrill Lynch represents multiple business areas within Bank of America Corporation's wealth and investment management division including Merrill Lynch (North America and International) and Private Banking and Investments Group. As of December 31, 2017, ML entities had approximately $2.31 trillion in client balances. Client Balances consists of the following assets of clients held in their ML accounts: assets under management (AUM) of ML entities, client brokerage assets, assets in custody of ML entities, loan balances and deposits of ML clients held at Bank of America, N.A. and affiliated banks.

Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation (BofA Corp.).

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp.

© 2018 Bank of America Corporation. All rights reserved. ARKTYXXF

Reporters May Contact:
Jennifer Logan, Bank of America, 925-227-6606
Jennifer_Logan@ml.com

 

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