Merrill Lynch Financial Advisor Patrick Bertenshaw has been recognized on the 2019 Forbes “Best-in-State Wealth Advisors” list, published in February. Bertenshaw was previously named on the 2018 Forbes “Best-in-State Wealth Advisor” List.
The ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.
Bertenshaw is senior vice president and wealth management advisor for Merrill Lynch, located at 2555 E. Camelback Road, Ste. 900. For more information, call 602-954-5058 or visit www.local.ml.com/phoenix_az.