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24 Merrill Advisors Recognized on Financial Planning's Top 40 Brokers Under 40 List
Prnewswire· 2026-02-20 14:00
Core Insights - Merrill Wealth Management and Merrill Private Wealth Advisors had 24 advisors recognized in Financial Planning's Top 40 Brokers Under 40 list, marking the seventh consecutive year that Merrill leads in this category, highlighting the firm's commitment to advisor development [1] Group 1: Recognition and Rankings - The Top 40 Brokers Under 40 list is an annual ranking of high-producing young financial advisors, with nominees being 39 years old or younger as of December 31, 2025 [1] - Merrill's advisors on the list include notable names such as Jens Pascucci at 1, Christian Kelly at 2, and Matthew Gallo at 4, showcasing a diverse representation from various locations [1] Group 2: Company Commitment and Development - Kenneth Correa, Head of Business and Client Development at Merrill, emphasized the firm's focus on training and developing advisors to guide families across generations, reflecting a strong commitment to nurturing talent [1] - The recognition of these advisors underscores the strength of Merrill's next generation of talent and the firm's ongoing investment in advisor development at all career stages [1] Group 3: Company Overview - Bank of America, the parent company of Merrill, is a leading financial institution serving nearly 70 million clients with a wide range of banking, investing, and asset management services [1] - The company operates approximately 3,600 retail financial centers and 15,000 ATMs, along with a robust digital banking platform that has around 59 million verified digital users [1]