HOLLIS MONTGOMERY
MORGAN STANLEY WEALTH MANAGEMENT Atlanta “I may have been the youngest one in the room, which I had no control over, but I could always work my hardest to be the smartest in the room.”
44. Jared Holden Merrill Lynch Wealth Management HOUSTON, TX $1.9B
45. Joshua Bronstein Neuberger Berman NEW YORK, NY $2.8B
46. Marco Chu Merrill Lynch Wealth Management LOS ANGELES, CA $979M
47. Jordan Liss Merrill Lynch Wealth Management SHORT HILLS, NJ $958M
48. Michael Karsa Lido Advisors CHICAGO, IL $1.7B
49. Jeremy Mykulak UBS Private Wealth Management ATLANTA, GA $1.7B
50. Garrett Burke Merrill Lynch Wealth Management HEATHROW, FL $1.8B 51. Sam Sinclair UBS Wealth Management ROCKLAND, MA $6B
52. David Hancock Merrill Lynch Wealth Management COLUMBUS, GA $1.4B
53. Nick Loring
Loring Advisory Group GREENVILLE, RI
$594M
54. Trey Mahoney
UBS Private Wealth Management PALM BEACH GARDENS, FL
$1.3B
55. Matthew Clark William Blair BALTIMORE, MD $844M
56. Dominic Altobelli Merrill Lynch Wealth Management CHICAGO, IL $1.8B
57. Tony Parmisano Graystone Consulting from Morgan Stanley SANTA ROSA, CA $1.9B
58. Christopher Battaglia
Merrill Lynch Wealth Management NEW YORK, NY
$1.7B
59. Nick LoMaglio
UBS Wealth Management CHICAGO, IL
$475M
60. Christopher Willson
Morgan Stanley Wealth Management PARAMUS, NJ
$1.3B
61. Robbie Kornegay
Truist RALEIGH, NC
$1.4B
62. Tony Zhang
Morgan Stanley Private Wealth Management PASADENA, CA
$833M
63. Oliver Crandall
RBC Wealth Management WASHINGTON, DC
$420M
64. Jens Pascucci
Merrill Lynch Wealth Management SEATTLE, WA
$2.7B
65. Kalyn Maher Walker
UBS Wealth Management SAN DIEGO, CA
$1.7B
66. Nayan Ranchhod
Ameriprise Financial Services SCOTTSDALE, AZ
$491M
67. Mitch Ryan
Morgan Stanley Wealth Management DENVER, CO
$810M
68. Daniel Emerson
UBS Wealth Management ATLANTA, GA
$883M
69. James Taylor
Morgan Stanley Wealth Management NEW YORK, NY
$1.1B
70. Chris McCormick
UBS Private Wealth Management CHICAGO, IL
$1.4B
71. Henry Villeda
Merrill Lynch Wealth Management PHOENIX, AZ
$56.7B
72. Kurt Jones
Merrill Lynch Wealth Management ATLANTA, GA
$498M
73. Matthew Fournier
J.P. Morgan Wealth Management
LOS ANGELES, CA
$1B
74. Josh Hedge
Merrill Lynch Wealth Management BILLINGS, MT
$2B
75. Griffin McQuilling
Morgan Stanley Private Wealth Management NEW YORK, NY
$3.6B
76. Brittany Hartnett
Merrill Lynch Wealth Management ATLANTA, GA
$105B
77. Matthew Bosley
Merrill Lynch Wealth Management NORTH BETHESDA, MD
$1B
78. Katy Zhao
Morgan Stanley Wealth Management PASADENA, CA
$2.4B
79. Alexander Joannides
Wells Fargo Advisors ANCHORAGE, AK
$517M
80. Ryan Seay
Morgan Stanley Wealth Management SAN JOSE, CA
$474M
81. Roberto Barbanente
Morgan Stanley Wealth Management CHICAGO, IL
$1.8B 82. Max Pearl J.P. Morgan Wealth Management DALLAS, TX $7.7B
83. Jonathan Peters Morgan Stanley Wealth Management DEERFIELD, IL $2.6B
84. Lauren Konstantin UBS Wealth Management WHITE PLAINS, NY $1.5B
85. Jake Dunn Morgan Stanley Private Wealth Management NEW YORK, NY $2.2B
86. Sean Jahanbigloo UBS Wealth Management PASADENA, CA $684M
87. James Kenary Morgan Stanley Wealth Management
WORCESTER, MA $1B 88. Sarah Simon Cresset Asset Management SAN FRANCISCO, CA $1.7B
89. Liz Gully Morgan Stanley Private Wealth Management NEW YORK, NY $4.6B
90. Thomas Hurley Merrill Private Wealth Management CINCINNATI, OH $6.8B
91. David Kolter Wells Fargo Advisors LEBANON, PA $667M
92. Braden Martini Merrill Private Wealth Management CINCINNATI, OH $6.8B
93. Stephen LaFata UBS Private Wealth Management LA JOLLA, CA $1.5B
94. Emily Bender
Morgan Stanley Wealth Management NEW YORK, NY
$4.6B
95. Michael Williams
Merrill Lynch Wealth Management NORTH BETHESDA, MD
$865M
96. Nick Schirripa
UBS Wealth Management BEVERLY HILLS, CA
$2.4B
97. Jeff Westsmith
IEQ Capital FOSTER CITY, CA
$20.1B
98. Jennifer Magnesen
Morgan Stanley Wealth Management OAK BROOK, IL
$5.4B
99. Garrett Thrift
Merrill Lynch Wealth Management EASTON, MD
$790M
100. Tommy Holder
Merrill Lynch Wealth Management STUART, FL
$505M