10 UBS Advisors in Florida Named to the Barron’s Top 1200 Financial Advisors List
UBS has announced that 10 financial advisors from its Florida Market have been recognized on the prestigious Barron's Top 1200 Financial Advisors list for 2025. The recognized advisors operate across various Florida locations including Hallandale Beach, Boca Raton, Fort Lauderdale, Naples, Winter Park, West Palm Beach, and Ponte Vedra Beach.
The Florida Market, led by Market Executive Lane Strumlauf under the Southeast Region directed by Julie Fox, saw the following advisors make the list: Worth Boyce and Nick Sadowsky (Hallandale Beach), Michael Bober and Ed Ventrice (Boca Raton), Chris Garvin (Fort Lauderdale), Jason Stephens and Joseph Matina (Naples), Manish Mehta (Winter Park), Andrew Plum (West Palm Beach), and Christopher Aitken (Ponte Vedra Beach).
The selection criteria for the Barron's list includes factors such as revenue production, assets under management, practice quality, and regulatory record.
UBS ha annunciato che 10 consulenti finanziari del suo mercato della Florida sono stati riconosciuti nella prestigiosa lista dei Top 1200 Consulenti Finanziari di Barron's per il 2025. I consulenti riconosciuti operano in diverse località della Florida, tra cui Hallandale Beach, Boca Raton, Fort Lauderdale, Naples, Winter Park, West Palm Beach e Ponte Vedra Beach.
Il mercato della Florida, guidato dall'esecutivo di mercato Lane Strumlauf sotto la direzione della regione sud-est di Julie Fox, ha visto i seguenti consulenti entrare nella lista: Worth Boyce e Nick Sadowsky (Hallandale Beach), Michael Bober e Ed Ventrice (Boca Raton), Chris Garvin (Fort Lauderdale), Jason Stephens e Joseph Matina (Naples), Manish Mehta (Winter Park), Andrew Plum (West Palm Beach) e Christopher Aitken (Ponte Vedra Beach).
I criteri di selezione per la lista di Barron's includono fattori come la produzione di entrate, gli attivi gestiti, la qualità della pratica e il record normativo.
UBS ha anunciado que 10 asesores financieros de su mercado de Florida han sido reconocidos en la prestigiosa lista de los 1200 Mejores Asesores Financieros de Barron's para 2025. Los asesores reconocidos operan en varias localidades de Florida, incluyendo Hallandale Beach, Boca Raton, Fort Lauderdale, Naples, Winter Park, West Palm Beach y Ponte Vedra Beach.
El mercado de Florida, liderado por el ejecutivo de mercado Lane Strumlauf bajo la dirección de la región sureste de Julie Fox, vio a los siguientes asesores hacer la lista: Worth Boyce y Nick Sadowsky (Hallandale Beach), Michael Bober y Ed Ventrice (Boca Raton), Chris Garvin (Fort Lauderdale), Jason Stephens y Joseph Matina (Naples), Manish Mehta (Winter Park), Andrew Plum (West Palm Beach) y Christopher Aitken (Ponte Vedra Beach).
Los criterios de selección para la lista de Barron's incluyen factores como la producción de ingresos, los activos bajo gestión, la calidad de la práctica y el historial regulatorio.
UBS는 플로리다 시장에서 10명의 재정 고문이 2025년 바론스 최고의 1200명 재정 고문 목록에 선정되었다고 발표했습니다. 선정된 고문들은 할란데일 비치, 보카 레이톤, 포트 로더데일, 네이플스, 윈터 파크, 웨스트 팜 비치, 폰테 베드라 비치 등 플로리다의 여러 지역에서 활동하고 있습니다.
플로리다 시장은 줄리 폭이 이끄는 남동부 지역 아래에서 시장 이사인 레인 스트럼라우프의 지도 하에 있으며, 다음의 고문들이 목록에 올라갔습니다: 워스 보이스와 닉 사도우스키(할란데일 비치), 마이클 보버와 에드 벤트리체(보카 레이톤), 크리스 가빈(포트 로더데일), 제이슨 스티븐스와 조셉 마티나(네이플스), 마니시 메타(윈터 파크), 앤드류 플럼(웨스트 팜 비치), 크리스토퍼 에이튼(폰테 베드라 비치).
바론스 목록의 선정 기준에는 수익 생산, 관리 자산, 실무 품질 및 규제 기록과 같은 요소가 포함됩니다.
UBS a annoncé que 10 conseillers financiers de son marché en Floride ont été reconnus dans la prestigieuse liste des 1200 Meilleurs Conseillers Financiers de Barron's pour 2025. Les conseillers reconnus exercent dans plusieurs localités de Floride, notamment Hallandale Beach, Boca Raton, Fort Lauderdale, Naples, Winter Park, West Palm Beach et Ponte Vedra Beach.
Le marché de la Floride, dirigé par le directeur de marché Lane Strumlauf sous la direction de la région sud-est de Julie Fox, a vu les conseillers suivants figurer sur la liste : Worth Boyce et Nick Sadowsky (Hallandale Beach), Michael Bober et Ed Ventrice (Boca Raton), Chris Garvin (Fort Lauderdale), Jason Stephens et Joseph Matina (Naples), Manish Mehta (Winter Park), Andrew Plum (West Palm Beach) et Christopher Aitken (Ponte Vedra Beach).
Les critères de sélection pour la liste de Barron's incluent des facteurs tels que la production de revenus, les actifs sous gestion, la qualité de la pratique et l'historique réglementaire.
UBS hat angekündigt, dass 10 Finanzberater aus ihrem Markt in Florida in der prestigeträchtigen Liste der Top 1200 Finanzberater von Barron's für 2025 anerkannt wurden. Die anerkannten Berater sind an verschiedenen Standorten in Florida tätig, darunter Hallandale Beach, Boca Raton, Fort Lauderdale, Naples, Winter Park, West Palm Beach und Ponte Vedra Beach.
Der Markt in Florida, geleitet von Market Executive Lane Strumlauf unter der Leitung der Südostregion von Julie Fox, verzeichnete die folgenden Berater auf der Liste: Worth Boyce und Nick Sadowsky (Hallandale Beach), Michael Bober und Ed Ventrice (Boca Raton), Chris Garvin (Fort Lauderdale), Jason Stephens und Joseph Matina (Naples), Manish Mehta (Winter Park), Andrew Plum (West Palm Beach) und Christopher Aitken (Ponte Vedra Beach).
Die Auswahlkriterien für die Barron's-Liste umfassen Faktoren wie Umsatzproduktion, verwaltete Vermögenswerte, Praxisqualität und regulatorische Aufzeichnungen.
- Recognition of 10 top-performing advisors demonstrates strong wealth management capabilities in Florida market
- Broad geographic presence across multiple Florida locations showing strong market penetration
- None.
The Florida Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“These advisors are some of the best in the business and we congratulate each of them for this prestigious industry recognition,” said Lane Strumlauf, Florida Market Executive at UBS. “This acknowledgement is a testament to their talent and hard work in advising clients on complex financial matters.”
The advisors named to the list are:
Worth Boyce
Nick Sadowsky
Michael Bober
Ed Ventrice
Chris Garvin
Jason Stephens
Joseph Matina
Manish Mehta
Andrew Plum
Christopher Aitken
The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.
For the full list and further information, visit: https://www.barrons.com/advisor/report/top-financial-advisors/1000
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in
© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Past performance is not an indication of future results. For press use only.
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Media:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
Source: UBS Financial Services Inc.
FAQ
How many UBS advisors from Florida made the Barron's Top 1200 Financial Advisors list for 2025?
What criteria were used to select advisors for the Barron's Top 1200 list?
Which Florida cities are represented by UBS advisors on the 2025 Barron's list?
Who leads UBS's Florida Market operations?
