Merrill Lynch Wealth Management, The Pearce Group
Senior Financial Advisor, Managing Director
Beginning as a financial advisor with Merrill Lynch 27 years ago, Kent Pearce has methodically built up an extraordinary team of talented professionals. The 13-member team has approximately 250 years of combined experience. Kent Pearce has been named to the Barron’s Top 100 Financial Advisors list 2020-2021.
The Pearce Group offers a range of services, including wealth management, financial planning, and customized portfolio management, as well as providing access to Bank of America banking, lending solutions and for generational wealth transfer. Representing one of the industry’s largest global financial platforms through Merrill, the Pearce Group has access to financial resources and cutting-edge technology. But as a methodically built winning team over the years, the group is able to deliver services with a personalized, boutique style approach, helping to ensure that each client receives specialized attention.
This Wealth Management team truly believes that clients do business with those they like and trust, so it does its best to deserve and maintain that trust, measuring its own success by that of its clients’ success.
Kent Pearce, has also been named to the Forbes “Best-in-State Wealth Advisors” list 2020-2021, #1 in Maryland. In addition, Pearce serves on, and was an inaugural member of, the company’s Advisor Growth Network Board.
Pearce and his team members are also extremely active in the community and give back, participating and holding past and present board positions in such causes as the American Heart Association, the Baltimore Community Fund, the Susan G. Komen Foundation, Living Classrooms Foundation, Habitat for Humanity, the March of Dimes, the Maryland Food Bank, St. Joseph’s Medical Center Foundation Board of Directors, Catholic Charities and many others.
Kent Pearce is employed by broker-dealer Merrill Lynch, Pierce, Fenner & Smith.
*Source: The Barron’s “Top 100 Financial Advisors” list, April 16, 2021. The Barron’s “Top 100 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: The Forbes “Best-in-State Wealth Advisors” list, February 11, 2021. Data provided by SHOOKTMResearch, LLC. Data as of June 30, 2020. The Forbes “Best-in- State Wealth Advisors” ranking was developed by SHOOK Research and is based on in person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their fi rms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.
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