Paramus-Based Financial Advisor Honored in Barron’s Top 100
By Paramus Post Wednesday, July 19, 2006, 10:00 AM EDT
PARAMUS,
NJ – July 18, 2006 – Merrill Lynch (NYSE: MER) today announced that
Diane Alecci from Paramus is among an elite group of financial advisors
recognized in Barron’s first ever report on the “Top 100 Women
Financial Advisers.†Diane was selected for this honor based upon
following the industry’s best practices and on a range of
qualifications including revenue, customer satisfaction and other
factors. With 16 financial advisors on the Barron’s list, Merrill Lynch
has more advisors recognized than any other single financial advisory
firm.
To compile this list, Barron’s relied on the services of R.J. Shook, an independent, third-party expert who has been ranking America’s top advisors for more than 10 years in his Winner’s Circle books. The Winner’s Circle team vetted each advisor on the “Barron’s Top 100 Women Financial Advisers†list through a host of quantitative and qualitative criteria, ranging from assets managed, revenue produced, experience levels, acceptable compliance records and U4 forms, discussions with management and more. A diversity of advisors with focuses on retail, high-net-worth, and ultra-high-net-worth were selected, as well as a range of markets within each region. Client portfolio performance is not a criterion.
“Diane’s selection to this list speaks volumes to her commitment to her clients and the financial management industry,†said Ron Connors, director of the Paramus office. “Diane deserves this recognition because of her outstanding contribution to Merrill Lynch and her clients.â€
Alecci has been with Merrill Lynch for 30 years, serving corporate and individual investors with comprehensive financial solutions, including concentrated stock management, asset management, estate planning and philanthropy. Diane and her team oversees the management of more than $700 million in assets from individual and corporate clients.
Along with Diane’s dedicated commitment to her clients she also devotes her time to serving the greater community through participating at several career days for high school female students and discussing career options. Over the past twenty years Diane also has hosted continued education classes titled "What Every Woman Should Know About Money." Additionally, she provides a value add at community health expos that cover important health related issues as well as financial well-being.
Barron’s is a weekly magazine, published by Dow Jones, established in 1921 for private investors, money managers and corporate executives involved with the financial community. The annual “Top 100 Financial Advisers†special report appears in the April 22 issue. For more information, visit www.barrons.com.
Merrill Lynch is one of the world’s leading wealth management, capital markets and advisory companies, with offices in 36 countries and territories and total client assets of approximately $1.8 trillion. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide. Through Merrill Lynch Investment Managers, the company is one of the world’s largest managers of financial assets. Firmwide, assets under management total $581 billion. For more information on Merrill Lynch, please visit www.ml.com.
To compile this list, Barron’s relied on the services of R.J. Shook, an independent, third-party expert who has been ranking America’s top advisors for more than 10 years in his Winner’s Circle books. The Winner’s Circle team vetted each advisor on the “Barron’s Top 100 Women Financial Advisers†list through a host of quantitative and qualitative criteria, ranging from assets managed, revenue produced, experience levels, acceptable compliance records and U4 forms, discussions with management and more. A diversity of advisors with focuses on retail, high-net-worth, and ultra-high-net-worth were selected, as well as a range of markets within each region. Client portfolio performance is not a criterion.
“Diane’s selection to this list speaks volumes to her commitment to her clients and the financial management industry,†said Ron Connors, director of the Paramus office. “Diane deserves this recognition because of her outstanding contribution to Merrill Lynch and her clients.â€
Alecci has been with Merrill Lynch for 30 years, serving corporate and individual investors with comprehensive financial solutions, including concentrated stock management, asset management, estate planning and philanthropy. Diane and her team oversees the management of more than $700 million in assets from individual and corporate clients.
Along with Diane’s dedicated commitment to her clients she also devotes her time to serving the greater community through participating at several career days for high school female students and discussing career options. Over the past twenty years Diane also has hosted continued education classes titled "What Every Woman Should Know About Money." Additionally, she provides a value add at community health expos that cover important health related issues as well as financial well-being.
Barron’s is a weekly magazine, published by Dow Jones, established in 1921 for private investors, money managers and corporate executives involved with the financial community. The annual “Top 100 Financial Advisers†special report appears in the April 22 issue. For more information, visit www.barrons.com.
Merrill Lynch is one of the world’s leading wealth management, capital markets and advisory companies, with offices in 36 countries and territories and total client assets of approximately $1.8 trillion. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide. Through Merrill Lynch Investment Managers, the company is one of the world’s largest managers of financial assets. Firmwide, assets under management total $581 billion. For more information on Merrill Lynch, please visit www.ml.com.
