Top 40 Under 40

Attending to clients' non-financial needs helped propel Merrill Lynch advisor Dane Runia to No. 1 on the Top 40 Under 40 ranking.

After planner Bob White helped a client on one of her darkest days, she turned to him on one of her brightest ones, too.

Growing up in a house full of doctors, Mihir Patel was expected to follow in his family’s footsteps. He didn’t.

Fulvio Urbinati’s book of business includes clients in Chile and Peru, the U.S. and France.

After weathering the industry’s upheaval in the financial crisis, Adam Merino now co-leads a team serving about 35 ultrahigh-net worth families.

Nicole Christians joined Merrill Lynch as an intern and never looked back.

Keith Apton got his first taste for finance while still in college.

A chance encounter in an elevator set Merrill Lynch advisor Adam Rosenfeld on a new path.

Selling printer cartridges at age 16, Umesh Trikha took home more than just a paycheck.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.