![]() Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations and quantitative criteria, such as: assets under management and revenue generated for their firms. Rankings based on data as of June 30 of prior year.ĭata provided by SHOOK® Research, LLC. *Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. John is the son of Bill Kearney and currently resides in Ventura. Rankings based on data as of June 30 of prior year.). He is the current Senior Resident Director for the Oxnard office. He was named to the Forbes Best in State Wealth Advisors list in 2019, 2020, and 2022 (Published annually Jan – April. Born and raised in Ventura, John attended Bucknell University in Pennsylvania and Pepperdine University where he graduated with a degree in Business Administration. He is a Past President of the Rotary Club of Oxnard and Past President of the Young Professionals Network for the Boys and Girls Club of Oxnard. John joined Merrill Lynch Wealth Management in 2005 from the homebuilding industry. ![]()
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