Getting Ahead

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Minor Named Top Next Generation Wealth Advisor

August 31, 2018

William J. Minor,  a financial adviser with the Canfield office of Merrill Lynch, has been named to the Forbes 2018 list of “America’s Top Next Generation Wealth Advisors.’ The list includes 247 financial advisers with Merrill Lynch, the most of any firm.  “We believe William exemplifies what it means to be a leader in the wealth management space,” says Steve Vansuch, resident director. “He demonstrates a commitment to helping clients achieve their most important life goals.” Advisors considered for the ranking were born in 1980 or later and have at least five years of relevant experience. The ranking algorithm is based on interviews, client retention, credentials, review of compliance records and qualitative criteria such as assets under management and revenue generated for their firm.   

Published by The Business Journal, Youngstown, Ohio.