Leverte Named to 2021 Forbes Wealth Advisors List

Local Merrill Lynch Wealth Management Financial Advisor Robert J. Leverte III, was recently named to the 2021 Forbes “Best-in-State Wealth Advisors” list.

For the fourth year in a row, Atlanta-based Merrill Lynch Wealth Management Wealth Management Financial Advisor Robert J. Leverte III has been recognized on the Forbes "Best-in-State Wealth Advisors" list.

Robert joined Merrill Lynch in 2006 and is Senior Vice President, Wealth Management Advisor with the Leverte Group.

Merrill holds the No. 1 position of all firms, with 1,319 total advisors recognized on this list, including 1,168 Financial Advisors (FAs) and 151 Private Wealth Advisors (PWAs). This marks the fourth consecutive year for Merrill in the No. 1 spot.

He resides in Atlanta and holds a bachelor’s degree in mechanical engineering from Villanova University and an MBA in finance from Pepperdine University. He volunteers his time coaching youth basketball and spend time working with charities to raise money to enrich children's lives in numerous ways.

Source: The Forbes “Best-in-State Wealth Advisors” list, February 11, 2021. For more information about the selection criteria, go to http://details-he.re/qg4zAM. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client’s experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.