THE PEARCE GROUP

Kent Pearce, founder of The Pearce Group, and his associates form one of Merrill’s most distinguished personal and corporate wealth management teams. Over the course of Pearce’s entire 29-plus-year career with Merrill, he’s built an extraordinary 16-member team with a combined experience of approximately 250 years.

Working with a select number of clients, Pearce’s wealth management group has consistently set a standard to offer strategic personalized investment advice and guidance, as well as customized financial strategies to affluent individuals and families, corporate executives, business owners, and professional athletes.

Pearce has been recognized by Forbes and Barron’s as one of America’s leading financial advisors. In 2024, Pearce was ranked #37 nationally on the Forbes “America’s Top Wealth Advisors” list (Published on April 3, 2024. Rankings based on data as of June 30, 2023). In addition, Pearce was named #1 in the state of Maryland on the Forbes “Best-in-State Wealth Advisors” list for 2023. (Published on April 4, 2023. Rankings based on data as of June 30, 2022.)

Also, Pearce was the recipient of Merrill’s prestigious David Brady Award (2018), recognizing him for his devoted commitment to his clients, colleagues, and community, best represented through character and integrity.

Investing involves risk, including possible loss of principal

2023 Forbes “Best-in-State Wealth Advisors” list and 2024 Forbes “America’s Top Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firmgenerated revenue (investment performance is not a criterion). Shook’s rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at www.SHOOKresearch.com. Past performance does not guarantee future results. SHOOK is a registered trademark of SHOOK Research, LLC.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation (“BofACorp.”) MLPF&S is a registered broker-dealer, registered investment advisor. Member SIPC, and a wholly-owned subsidiary of BofACorp. Paid for by Kent Pearce.

Investment Products:
Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value

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