Ponder Named to Forbes “Best-in-State Wealth Advisors” List

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

Bert is a Managing Director Private Wealth Advisor with the firm Ponder Jowers & Associates. This is the second time he has been named to this list. Bert has also been named to Barron’s “Top 1,200 Financial Advisors” list from 2009 to 2020.

With 36 years in the financial industry, Bert focuses on developing tailored strategies to help a select group of high-net-worth families pursue their financial & wealth management goals. Bert is one of two partners on the Ponder, Jowers & Associates team within Merrill Private Wealth Management.

Bert is a graduate of Washington & Lee University. He is an active member of the Atlanta community and works with many charitable organizations including: Executives for Egleston/ Children’s Healthcare of Atlanta, Washington & Lee Atlanta Alumni, Northside Methodist Church Finance Committee, Boy Scouts of America, Atlanta Junior Golf Association, The First Tee at East Lake, and Fugees Academy Board of Directors. In addition to Bert’s charitable works, he was the 2018 recipient of the Greater Good Award from the Georgia Planned Giving Council, which recognizes exemplary service by Georgia’s charitable advisors.

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.