MARCH 20 20 FORBES.COMMICHIGAN- Charles Zhang
Zhang Financial
PORTAGE
$3.1B - David Kudla
Mainstay
Capital Mgmt.
GRAND BLANC
$2.5B - Jeff rey Fratarcangeli
Fratarcangeli
Wealth Mgmt.
BIRMINGHAM
$1.3B - Leo Stevenson
Merrill Lynch
Wealth Mgmt.
WYANDOTTE
$701M - Philip Appel
Merrill Lynch
Wealth Mgmt.
BLOOMFIELD HILLS
$2.5B - Dana Locniskar
Merrill Private
Wealth Mgmt.
TROY
$2.8B - Timothy Long
Merrill Lynch
Wealth Mgmt.
GRAND RAPIDS
$6.1B - Todd Sanford
Sanford
Financial Services/
Raymond James
PORTAGE
$850M - Melissa Spickler
Merrill Lynch
Wealth Mgmt.
BLOOMFIELD HILLS
$1.2B - Abe Post
Merrill Lynch
Wealth Mgmt.
TROY
$913M - Frank Migliazzo
MERRILL PRIVATE
WEALTH MGMT. TROY
$1.2B
MINNESOTA - Christina Boyd
Merrill Lynch
Wealth Mgmt.
WAYZATA
$1B - Rob Metcalf
UBS Private
Wealth Mgmt.
MINNEAPOLIS
$1.6B - Richard S. Brown
JNBA Financial
Advisors
MINNEAPOLIS
$1B - Brad Wheelock
RBC Wealth Mgmt.
SAINT CLOUD
$1.2B - Ben Marks
Marks Group
Wealth Mgmt.
MINNETONKA
$1.1B - Bryan Sweet
Sweet
Financial Services/
Raymond James
FAIRMONT
$496M - Louis Close
UBS Private
Wealth Mgmt.
MINNEAPOLIS
$1.6B - Judy Fredrickson
UBS Private
Wealth Mgmt.
MINNEAPOLIS
$1.6B
MISSISSIPPI - Rush Mosby
UBS Financial Services
JACKSON
$1B - Arthur Finkelberg
Raymond James &
Associates
RIDGELAND
$498M - Dudley Barnes
Barnes Pett ey/
Raymond James
CLARKSDALE
$556M - Lynn Phillips-Gaines
Phillips Financial/
Raymond James
STARKVILLE
$182M
MISSOURI - Bud King
UBS Financial Services
ST. LOUIS
$1.3B - Mike Moeller
Wells Fargo Advisors
CHESTERFIELD
$1.7B - Seth Murray
Ameriprise
Financial Services
SPRINGFIELD
$2B - Diane Compardo
Moneta
ST. LOUIS
$1.4B - Mark Wilkins
UBS Private
Wealth Mgmt.
CLAYTON
$673M - Gordon Hamilton III
Morgan Stanley
Wealth Mgmt.
KANSAS CITY
$1.2B - Dennis Williams
Morgan Stanley Private
Wealth Mgmt.
KANSAS CITY
$1.2B - Barbara Archer
HighTower St. Louis
Wealth Advisors
ST. LOUIS
$774M - Robert Millner
Morgan Stanley
Wealth Mgmt.
ST. LOUIS
$1.3B - Kathleen
Youngerman
Morgan Stanley Private
Wealth Mgmt.
CHESTERFIELD
$327M - Jim Hise
Merrill Private
Wealth Mgmt.
KANSAS CITY
$1B - Matt Burke
Ameriprise
Financial Services
CHESTERFIELD
$390M
MONTANA - James Stack
Stack Financial Mgmt.
WHITEFISH
$1.3B - William Royer
UBS Financial Services
BILLINGS
$972M - Andrew Laszlo Jr.
Morgan Stanley
Wealth Mgmt.
BILLINGS
$1.3B
NEBRASKA - Jonathan Beukelman
UBS Private
Wealth Mgmt.
LINCOLN
$1.6B - Jason Dworak
UBS Private
Wealth Mgmt.
LINCOLN
$818M - Todd Feltz
Feltz WealthPLAN
OMAHA
$2.3B - Thomas Foley
HighTower Advisors
OMAHA
$560M
NEVADA - Mark Binder
UBS Private
Wealth Mgmt.
LAS VEGAS
$3.2B - Randy Garcia
The Investment
Counsel Company
LAS VEGAS
$1.2B - Deborah Danielson
Danielson
Financial Group
LAS VEGAS
$492M - Michael Chudd
UBS Financial Services
LAS VEGAS
$917M - Jim Small
UBS Financial Services
LAS VEGAS
$1B - Geoff Lee
Ameriprise
Financial Services
HENDERSON
$400M - David Miller
UBS Financial Services
RENO
$376M
NEW HAMPSHIRE - John Habig
Morgan Stanley
Wealth Mgmt.
PORTSMOUTH
$371M - Bob Bonfi glio
Ameriprise
Financial Services
BEDFORD
$382M - Brian Doyle
Wells Fargo Advisors
LEBANON
$700M - Sean Doyle
Merrill Lynch
Wealth Mgmt.
MANCHESTER
$412M
NEW JERSEY
(NORTHERN) - Frank Seminara
Morgan Stanley Private
Wealth Mgmt.
FLORHAM PARK
$1.2B - Joseph Matina
UBS Private
Wealth Mgmt.
SHORT HILLS
$1.2B - Elliott Kugel
Merrill Lynch
Wealth Mgmt.
BRIDGEWATER
$1.6B - Dan Schwartz
UBS Private
Wealth Mgmt.
PARAMUS
$1.6B - Christopher Cook
Merrill Lynch
Wealth Mgmt.
FLORHAM PARK
$2B - Mary Deatherage
Morgan Stanley Private
Wealth Mgmt.
LITTLE FALLS
$2.6B - Steve Braverman
Pathstone
ENGLEWOOD
$12.8B - Mark Cortazzo
MACRO
Consulting Group
PARSIPPANY
$417M - Michael Ricca
Morgan Stanley
Wealth Mgmt.
FLORHAM PARK
$4.1B - David Weinerman
Morgan Stanley
Wealth Mgmt.
FLORHAM PARK
$4.1B - Andy Schwartz
Bleakley
Financial Group
FAIRFIELD
$1.1B - Jack Riley
UBS Financial Services
WARREN
$2.5B - Scott Mahoney
Morgan Stanley Private
Wealth Mgmt.
MORRISTOWN
$828M - Patricia Bell
Merrill Lynch
Wealth Mgmt.
SHORT HILLS
$710M - Ken Schapiro
Condor Capital
Wealth Mgmt.
MARTINSVILLE
$1.1B
NEW JERSEY
(SOUTHERN) - Ira Walker
UBS Private
Wealth Mgmt.
RED BANK
$1.2B - Jim McLaughlin
Princeton Wealth Advi-
sors of Raymond James
PRINCETON
$1.9B - Mark Fendrick
UBS Financial Services
MOUNT LAUREL
$997M - Steve Rothman
UBS Financial Services
RED BANK
$477M - John Hudspeth
Merrill Lynch
Wealth Mgmt.
MOUNT LAUREL
$961M - Christine McGinley
UBS Financial Services
MOUNT LAUREL
$839M - Anthony Valente
Morgan Stanley
Wealth Mgmt.
SHREWSBURY
$1.8B - Francis Bitt erly
Morgan Stanley
Wealth Mgmt.
RED BANK
$473M - Rick Udine
Morgan Stanley
Wealth Mgmt.
MOUNT LAUREL
$895M - Michael Pron
Merrill Lynch
Wealth Mgmt.
PRINCETON
$706M - Neil McPeak
Wells Fargo Advisors
LINWOOD
$1.2B - L. Marc Shegoski
UBS Financial Services
PRINCETON
$3B
NEW MEXICO - Michael Stevens
Merrill Lynch
Wealth Mgmt.
ALBUQUERQUE
$837M - Brian Cochran
John Moore Associ-
ates/Raymond James
ALBUQUERQUE
$566M - Chuck Reardon
Morgan Stanley
Wealth Mgmt.
ALBUQUERQUE
$810M - Nathan Armstrong
Merrill Private
Wealth Mgmt.
ALBUQUERQUE
$450M
NEW YORK
(EXCLUDING NYC) - Rob Clarfeld
Clarfeld Financial
Advisors
TARRYTOWN
$6.3B - Kevin Peters
Morgan Stanley
Wealth Mgmt.
PURCHASE
$1.5B - Lori Van Dusen
LVW Advisors
PITTSFORD
$1.7B - Thomas Sullivan
Merrill Lynch
Wealth Mgmt.
GARDEN CITY
$2.4B - Daniel O’Connell
Merrill Lynch
Wealth Mgmt.
GARDEN CITY
$1.3B - Todd Silaika
Merrill Lynch
Wealth Mgmt.
CLIFTON PARK
$1.3B - W. Corby May
Merrill Lynch
Wealth Mgmt.
GARDEN CITY
$1.2B - Frank Marzano
GM Advisory Group
MELVILLE
$740M - Jon Myers
Ameriprise
Financial Services
VESTAL
$710M - Bruce Burrows
Morgan Stanley
Wealth Mgmt.
GARDEN CITY
$4.6B - Chris Sebastian
Merrill Lynch
Wealth Mgmt.
BUFFALO
$1B - Bill Schoff
UBS Financial Services
ROCHESTER
$1.7B
NEW YORK
(HIGH NET WORTH) - Jason Katz
UBS Financial Services
$2.6B - Gregg S. Fisher
Gerstein Fisher
$2.3B - John Olson
Merrill Lynch
Wealth Mgmt.
$1.8B - Gerard Klingman
Klingman & Associ-
ates/Raymond James
$1.9B - Scott Siegel
Morgan Stanley
Wealth Mgmt.
$3B - Louise Gunderson
UBS Financial Services
$912M - Rich Abrams
UBS Financial Services
$1B - Brian Bennett
UBS Financial Services
$778M - Jacqueline Willens
UBS Financial Services
$930M - Nick Kavallieratos
Morgan Stanley
Wealth Mgmt.
$3B - Adam Zipper
JP Morgan Securities
$1.1B - Jay Canell
JP Morgan Securities
$2.1B - Neil Canell
JP Morgan Securities
$2.1B - Peter Svarre
Merrill Lynch
Wealth Mgmt.
$1.7B - Jason Babb
First Republic
Investment Mgmt.
$1B - Andrew Vahab
Citi Personal
$2.6B - Ira Mark
RBC Wealth Mgmt.
$1.3B - Allen Saunders
UBS Financial Services
$784M - Harry Elish
UBS Financial Services
$1.4B
NEW YORK
(NYC
PRIVATE WEALTH) - Brian C. Pfeifl er
Morgan Stanley Private
Wealth Mgmt.
$5.2B - Christopher Errico
UBS Private
Wealth Mgmt.
$2.2B - Lyon Polk
Morgan Stanley Private
Wealth Mgmt.
$8.4B - Richard Saperstein
Hightower/
Treasury Partners
$14.8B - Martin Halbfi nger
UBS Financial Services
$3.3B - Michael Poppo
UBS Financial Services
$1.3B - Ed Moldaver
Stifel
$3.6B - Ron Basu
Morgan Stanley Private
Wealth Mgmt.
$5B - Colleen O’Callaghan
JP Morgan Securities
$1.8B - Jordan Waxman
Nucleus Advisors
$2.1B - Jeff rey Kobernick
UBS Private
Wealth Mgmt.
$3.4B - Rob Sechan
UBS Private
Wealth Mgmt.
$3.4B
A
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A
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S T O P W E A L T H A D V IS
O
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S57
MICHAEL J.
VALDES
Tampa, Florida
Merrill
Private Wealth
Management
“We prefer stocks
over bonds. With
infl ation creeping
up a bit, fi xed
income has cre-
ated a negative
rate of return
over time.”RANDY CONNER
Los Angeles
Churchill
Management Group
“Take a look back
at the last two
years and ask
yourself how you
felt about your
investments. 2018
was awful, and
in 20 19 we had a
rally. We think a
tactical approach
works best.”