Casanueva Ranked in "Top Next Generation Wealth Advisors"

Recognition

SRQ DAILY FRESHLY SQUEEZED CONTENT EVERY MORNING WEDNESDAY SEP 27, 2017

Dominic Casanueva, senior vice president, and senior financial advisor of the Merrill Lynch Branch Office in Sarasota, FL, was recently named to Forbes’ inaugural “America’s Top Next Generation Wealth Advisors” list. Casanueva focuses on retirement planning strategies for businesses and individuals, helps corporations develop 401(k) and retirement plans for their employees and works with individuals to help develop wealth management strategies. Within Merrill, his team, GBSDC & Associates, is one of the top groups for 401(k) planning for companies and corporations. The list, developed by SHOOK Research, acknowledges the industry’s future leaders, who were born in 1980 or later. According to Forbes, to qualify for this ranking, advisors must have been born in 1980 or more recent; and Forbes/SHOOK considered advisors building their own teams, and those on teams that are likely to assume a leadership position. In addition, advisors were interviewed by telephone and in person, and measured qualitatively, examining service models, investing processes, experience levels and integrity. Each advisor completes a lengthy survey and factors considered include: compliance records, client retention, revenues produced for their firms and assets managed.

GBSDC & Associates

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