Business Spotlight

Local Merrill Lynch Financial Advisor Rob Rose named on Forbes’ inaugural ‘Best-in-State Wealth Advisors’ list

Merrill Lynch announced recently that Financial Advisor Rob Rose has been recognized on the inaugural Forbes “Best-in-State Wealth Advisors" list, published on Feb. 15. In all, 638 Merrill Lynch advisors are included on this year’s list, the most of any firm.

Rose resides in Del Mar and has been part of Merrill Lynch’s San Diego office for 10 years.

“We are incredibly proud of Rob 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 Joseph Holsinger, managing director.

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. This is a major component of a ranking algorithm that includes qualitative data (i.e., client retention, industry experience, review of compliance records, and firm nominations), as well as quantitative criteria, such as 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.