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Local Merrill Lynch Financial Advisor/Private Wealth Advisor Jayne Neuendorf Named on Forbes “Best-in-State Wealth Advisors” Inaugural List

May. 04, 2018
Category: Recognition

Madison, Wis. – Merrill Lynch has announced that Financial Advisor Jayne Neuendorf has been recognized on the Forbes “Best-in-State Wealth Advisors” list, published on February 15.

“We are incredibly proud of Jayne and her recognition on this list and believe she 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 her future success,” said Timothy Cunningham, MLWM market executive.

The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings that evaluated each advisor qualitatively and quantitatively, including components such as client retention, industry experience, review of compliance records, firm nominations, assets under management and revenue generated for their firms. Investment performance was 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.

Neuendorf resides in Madison, Wis. and has been a part of Merrill Lynch’s Madison office for 40 years.

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