Honors

Financial Adviser Ranked the Top 'Next-Generation' Adviser in Florida

Merrill Lynch financial adviser Dominic Casanueva was recently recognized by Forbes.

By Staff October 1, 2018

Dominic Casanueva

Merrill Lynch financial adviser Dominic Casanueva was recently named the top wealth adviser in Florida in Forbes’ 2018 "America’s Top Next-Generation Wealth Advisors" list. Advisers considered for the list were born in 1980 or later with a minimum of four years of relevant experience. The ranking algorithm is based on qualitative measures, such as telephone and in-person interviews, client retention, industry experience, credentials, a review of compliance records and firm nominations, and quantitative criteria, such as assets under management and revenue. Casanueva resides in Lakewood Ranch and has been a part of Merrill Lynch’s Sarasota and Punta Gorda offices for 11 years.

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