Published On: Thu, Jul 28th, 2016

What makes a top 100 financial advisor tick?

The financial industries are one of the few out there which have league tables for all of the people who operate in them. These tables aren’t necessarily official, but the fact they are published by the likes of Barron’s means that people certainly take note of them and they are as accurate as can be.

It means that when individuals are regularly named in these lists, it tends to catch a lot of attention in the industry.

This has certainly been the case with Patrick Dwyer, Financial Advisor, who has some sterling results to his name courtesy of Barron’s. Let’s take a look at his profile in detail to highlight what the recipe seems to be for someone to perform well in Barron’s on a regular basis.

Patrick Dwyer Merrill LynchWho is Patrick Dwyer?

Dwyer is a qualified financial advisor who currently overseas the finances of affluent families for one of the biggest brands in the industry.

His main role is to develop their portfolios and build long-term wealth options.

What does his performance in Barron’s read as?

As you may have gathered, its Dwyer’s performance in the Barron’s publications that is the real talking point.

In 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015 and 2016 he has made it into the Barron’s top 100 financial advisors list. This means that according to the industry’s leading publication, he has been in the top 100 professionals for the last ten years.

As well as this, Barron’s publish rankings based on different regions in the country. Considering Dwyer’s regular inclusion in the list for the top country, it probably goes without saying that he has performed extraordinary well in the Florida rankings as well. He has actually been classed as the top Florida advisor in 2010, 2011, 2015 and 2016 by the publication.

How has he performed in other industry rankings?

While Barron’s takes a lot of the headlines due to its standing in the industry, its worth highlighting that those who perform well in those rankings also experience success in others.

For example, the Financial Times publish their own list for financial advisors. This time, it focusses on the top 400 advisors in the country and suffice to say, Dwyer was named in this elite group in both 2014, 2015 and has recently been included in the 2016 version.

There are other industry publications who cover rankings with Fortune and Spears doing their own versions. Dwyer has also been named in their top 100 lists over the years – showing that success in Barron’s most certainly translates across publications.

What his educational background?

In terms of the educational background of a top 100 advisor, in the case of Dwyer it started at the University of Miami. In 1993 he graduated with a Master of Business Administration degree, before proceeding to complete the industry-relevant qualifications on the job.

Like a lot of alumni, Dwyer is regularly invited back to his university for guest speaking arrangements.

Guest Author: Lolita Di

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