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Shankar Iyer (‘93) named a Best-In-State Wealth Advisor by Forbes Magazine

Apr. 15, 2019
Category: Recognition

Shankar Iyer (‘93) has been recognized by Forbes as a Best-In-State Wealth Advisor for 2019. Wealth advisors are selected annually based on quantitative and qualitative data, including industry experience, assets under management, revenue produced, and compliance factors. Iyer, a wealth management advisor and certified financial planner for Merrill Lynch in Chicago, has been in the wealth and investment industry for over 25 years. Iyer’s areas of focus include portfolio management, tax minimization and estate planning strategies, retirement planning, legacy and philanthropic planning. Iyer was also named a Best-In-State Wealth Advisor in 2018.

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