Michael Keefe Gorman is a wealth advisor at Merrill Lynch Wealth Management in Ithaca, New York. In 2021, for the fourth consecutive year, the Forbes Best-In-State Wealth Advisors list recognized Keefe Gorman as a top financial advisor.
Since 2018, Forbes, in partnership with SHOOK Research, has published the annual Forbes Best-In-State Wealth Advisors. The list names the best financial advisors in all 50 states and Washington, DC.
To compile the list, Forbes and SHOOK Research accept nominations for best wealth advisors. Any wealth advisor nominated must meet several requirements, including seven years of advisor experience, an acceptable compliance record, and employment for at least one year at their current wealth management firm. In 2021, over 32,000 financial advisors were nominated.
After the nominations, SHOOK Research analysts perform research on the wealth advisors. The researchers look at assets under management, client retention rate, revenue, and adherence to industry best practices. On concluding the research, analysts cut the list of nominees to approximately 5,000.
SHOOK Research invites these candidates to an in-person, virtual, or telephone interview. After the interviews, SHOOK Research ranks the advisors to create the Best-In-State Wealth Advisors list that Forbes publishes.
Keefe Gorman, a Merrill Lynch wealth management advisor, is a resident of Ithaca, NY. A top-rated financial advisor, Keefe Gorman earned himself a spot on Forbes best in state advisors after a recommendation by his firm Merrill Lynch. The ranking that appears on Forbes is done by SHOOK Research.
SHOOK Research ranks advisors based on qualitative and quantitative criteria and not on numbers nor how much they make. Advisors must also meet some basic requirements such as a recommendation by the firm they work for, a completed online survey, at least seven years of experience as an advisor, and deep due diligence, among others.
SHOOK Research, which does not get paid in exchange for rankings, receives thousands of nominations they interview through telephone calls, Zoom, or in-person. The company also tries to understand the nominees’ business models and measure their best practices. The result of the whole process is a list of advisors published on Forbes’ Top Advisor Directory.
Michael Keefe Gorman, a broker with Merrill Lynch, serves a geographically diverse group of individual investors, businesses, and non-profits from his office in Ithaca, New York.
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