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Merrill Lynch’s Michael Koppenhaver among America's Top 1,200 Advisors

Recognized by Barron's magazine
April 5, 2017

Merrill Lynch announced that financial advisor Michael Koppenhaver has been recognized as a top advisor by Barron's magazine in its annual America's Top 1,200 Advisors: State-by-State list, published March 6. Koppenhaver resides in Rehoboth Beach and has been a part of Merrill Lynch's Dover office for 17 years. In total, 305 Merrill Lynch advisors are included on this year's list, the most of any firm.

"Michael's recognition on this list demonstrates the high standards he upholds to ensure consistent quality service and experience for his clients. He embodies what it means to be a top advisor in the financial industry. It's not just about following the market and trends; it's about following the life priorities and goals of your clients and coming up with sound financial strategies to help achieve them. We are proud to support Michael as he continues to lead by example in years to come," said Scott Connell, resident director.

Advisors considered for the 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 in exchange for rankings.