Baldwin named ‘Best-in-State Wealth Advisor’

Merrill Lynch announced financial advisor Janice Baldwin, of Hayden Lake, has been recognized on the Forbes “Best-in-State Wealth Advisors” inaugural list, published on Feb. 20. In all, 1,019 Merrill Lynch advisors are included on this year’s list, the most of any firm.

“We are incredibly proud of Janice Baldwin on being named to the list,” said Joe Anderson, senior resident director. “We believe Janice consistently demonstrates what it means to be a leader in the wealth management space and is dedicated to providing our clients the highest level of service.”

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 firms. 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 representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

Baldwin has been a part of Merrill Lynch’s Coeur d’Alene office for 27 years.

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