*Source: On Wall Street “Top 40 Advisors Under 40” list, published on February 10, 2016. Rankings based on data as of Sept 30, 2015
On Wall Street is a national publication serving the retail brokers and financial services industry On Wall Street published “Top 40 Advisors Under 40” list, compiled using data solicited from the advisors’ employers. Individual trailing 12-month production for each advisor was the primary ranking criteria. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published on February 11, 2021. Rankings based on data as of June 30, 2020.
Data provided by SHOOK™ Research, LLC. 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 indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes 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 Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.

As a Wealth Management Advisor and Senior Portfolio Advisor, Conrad is responsible for evaluating and certifying that every client with The Kolloff Group is on track to meet their financial goals. Conrad started working for Bank of America in 2011 and transitioned to Merrill Lynch Wealth Management in 2015 where he became a partner of The Kolloff Group. He holds a degree in Finance from Florida State University and is a practicing CERTIFIED FINANCIAL PLANNER^_TM professional.

Conrad spends a great deal of time examining the short- and long-term financial circumstances for the individuals, families, and businesses we serve. He focuses on helping clients construct customized wealth management plans that not only consider their financial circumstances but also incorporate their personal values.

Conrad resides in Wilmington, MA along with his wife, Melanie, and their daughters, Naomi and Annie. In their spare time, the van Collers volunteer at Aletheia Church, a non-denominational Christian church in Cambridge, MA. He is also a portrait sketch artist, a novice woodworker, and a semi-tolerable golf player.

^{_{*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.}}