Meet Our Merrill Lynch Wealth Management Professional
Linnell began her financial services career in 1985. In 1989, she joined Joe and, in partnership with David, built The Evelo|Singer|Sullivan|Bruegge Group. As a Principal Partner, Linnell works with client families providing comprehensive advice, including managing wealth concentration, providing counsel on succession planning, career transition, and family wealth dynamics, and long-term investment management.
When Linnell began her wealth management career, three decades ago, there were few women in the field. Linnell has helped her clients navigate some of the most difficult market conditions and financial cycles in history, persevering to serve an elite group of sophisticated families who value her guidance and experience. She is a regular recipient of industry honors and accolades. In 2022, Barron’s named Linnell for a sixth consecutive year one of America’s “Top 100 Women Financial Advisors” (*Source: The Barron’s “Top 100 Women Financial Advisors” list, published annually in June. Rankings based on data as of March 31 of current year). Forbes included her on its “Top 250 Women Wealth Advisor” list 2017 – 2022 (*Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year) and “Best-In-State Wealth Advisors” list 2018 – 2022 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year), where she has been ranked the top female advisor in Ohio. She has also been named a Top Wealth Advisor Mom by Working Mother’s magazine (*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as of Mar 31 of current year).
Linnell is a champion for causes that help women and children in the areas of financial stability, health and education. She is a member of the Cincinnati YWCA investment committee and a trustee for St. Xavier High School.
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*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Source: The Barron’s “Top 100 Women Financial Advisors” list, published annually in June. Rankings based on data as of March 31 of current year.
The Barron’s “Top 100 Women Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who 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. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. 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 “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or
representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is
a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.
Data provided by SHOOK® Research, LLC. SHOOK Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as 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 indicative of future performance or representative of any one client’s experience. Rankings and recognition from Working Mother/SHOOK Research 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 SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.
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