Merrill Lynch Financial Advisor Elliott Kugel of Montgomery, NJ was recently recognized on the Financial Times Top 400 Advisors (FT 400) in March 2014. Kugel works in the Bridgewater, NJ office.
The FT 400 list is highly competitive and identifies top advisors through credible and objective methodology. The Financial Times works directly with brokerage firms to solicit the needed information to about the advisors’ practice information and data. After receiving the information, the Financial Times grade advisors using six broad factors and calculate a score for each advisor. The factors include: assets under management, assets under management growth rate, years of experience, compliance record, industry certifications and online accessibility.
The FT 400 is an elite group, not ranked from one to 400 since each advisor uses different approaches and strategies in their everyday practice.
Kugel was also nationally recognized among the top advisors in February 2014 by Barron’s magazine in its annual "America's Top 1,200 Advisors: State-by-State" list.
Being recognized on the FT Top 400 Advisors and Barron’s Top 1200 Advisors: State-by-State List is an earned honor that displays Kugal’s commitment to providing clients with a personalized and holistic financial approach to help them pursue personal goals.