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Merrill Lynch Financial Advisor Stephan Micklos Named on Forbes Best-in-State Wealth Advisors List

Stephan Micklos


Senior Vice-President - Investments


Business Wealth Management Advisor
Stephan Micklos Senior Vice-President - Investments Business Wealth Management Advisor
Local Merrill Lynch Financial Advisor Stephan Micklos Named on Forbes’ "Best-in-State Wealth Advisors" Inaugural List Salt lake City, Utah – Merrill Lynch announced today that Financial Advisor Stephan Micklos has been recognized on the Forbes “Best-in-State Wealth Advisors" inaugural list, published on February 15, 2018. In all, 639 Merrill Lynch advisors are included on this year’s list, the most of any firm.

 

PR-Inside.com: 2018-02-28 20:51:23
February 28th, 2018

Reporters May Contact:

Cassie Alvey, Merrill Lynch, Pierce, Fenner & Smith Inc.

801.284.1952

cassie.alvey@ml.com

Local Merrill Lynch Financial Advisor Stephan Micklos Named on Forbes’ "Best-in-State Wealth Advisors" Inaugural List


Salt lake City, Utah – Merrill Lynch announced today that Financial Advisor Stephan Micklos has been recognized on the Forbes “Best-in-State Wealth Advisors" inaugural list, published on February 15, 2018. In all, 639 Merrill Lynch advisors are included on this year’s list, the most of any firm.

“We are incredibly proud of Stephan 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 Chris Pina, First Vice President.

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.

Stephan Micklos resides in Cottonwood Heights, UT and has been a part of Merrill Lynch’s Cottonwood office for 16 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

Press Information
Merrill Lynch, Pierce, Fenner & Smith Inc.
1100 East 6600 South

Suite 140

Salt Lake City, UT 84121

Cassie Alvey
Financial Advisor
801.284.1952
email
www.fa.ml.com/micklosgroup

Published by
Cassie Alvey
8012841952
e-mail
www.ml.com/



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