Top 40 Under 40

Morgan Stanley’s Mihir Patel discusses how he strives to stay competitive in an ever-changing business.

Morgan Stanley advisor Seth Haye added several “substantial” new clients and credits these strategies to his team’s growth.

Merrill Lynch’s Nicole Christians talks about the mindset shift her team underwent in 2019.

Ameriprise’s Geoffrey Lee says his team got smaller, but his practice got bigger thanks to smart strategies and putting in long hours.

Merrill Lynch advisor Stephen Bealer also talks about where he finds prospective clients.

Morgan Stanley's Maxwell Bull says these same characteristics can be found in competitive team sports.

UBS advisor Aric Zamel talks about getting more selective when adding new clients.

Merrill Lynch’s Kevin Bruegge is eyeing this issue on account of “cost compression, an aging bull market, and a likely pick up in volatility in the near future.”

This year’s No. 10-ranked FA talks wealth management, teamwork and more.

The youngest FA to appear on the list is just 33 years-old.