Merrill Lynch has announced that financial advisor Michael Koppenhaver has been nationally recognized among the top advisors by Barron’s magazine in its annual America's Top 1,200 Advisors: State-by-State list, published Feb. 24. In total, 313 Merrill Lynch advisors are included on this year’s list, the most advisors for any firm.
Advisors considered for the America's Top 1,200 Advisors: State-by-State ranking have a minimum of seven years’ financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings.
“Michael’s inclusion on Barron’s America's Top 1,200 Advisors: State-by-State list demonstrates his commitment to providing clients with a personalized and holistic financial approach to help them pursue personal goals. This recognition is well deserved, and we are proud to support Michael with the strength of the firm’s resources as he continues to offer insightful guidance to clients,” said H. Scott Connell, resident director for Merrill Lynch in Dover.
Michael resides in Rehoboth Beach and has been a part of the Merrill Lynch Dover office at 55 Kings Highway for 15 years; phone 302-736-7700.