Friday, March 29, 2024
NRI

Indian American among 100 top US brokers

New York | June 16 : Merrill Lynch financial advisor Raj Sharma, who is of Indian origin, has been recognised as one of "America's 100 Top Brokers" by the Barron's magazine for a second consecutive year. 

The recognition is based on criteria such as having the biggest books of business, and on a range of qualifications, including revenue, customer satisfaction and other factors.

With 19 financial advisors on the Barron's list, Merrill Lynch has more advisors recognised than any other single financial advisory firm. "Making this list is an incredible honour and a testament to Sharma's professionalism and success in serving his clients," Merril Pyes, managing director for the downtown Boston Financial Centre, was quoted as saying.

 "Sharma's outstanding dedication to Merrill Lynch and his clients is truly deserving of this recognition.

" Boston-based Sharma has been with Merrill Lynch for 17 years, serving individual investors, corporations and foundations with comprehensive financial planning advice, estate, philanthropic and legacy planning consultation, retirement, education planning and asset management services. 

"The credit goes to my entire team. I applaud their dedication to client service and satisfaction," said Sharma.

 The team includes Sharma's partners Ken Sharma and Chris Kemp; an administrative team comprising Christina Caputo, Deanna Riccitelli and Michael Bozzi; and investment analyst Binita Patel. 

Barron's is a weekly magazine published by Dow Jones and was established in 1921 for private investors, money managers and corporate executives involved with the financial community. (IANS)