11 UBS Advisors in San Diego named to the Forbes/SHOOK Best-in-State Wealth Advisors list

Rhea-AI Summary

UBS Wealth Management USA has announced that nine Financial Advisors and two Private Wealth Advisors in the San Diego Market have been recognized in the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021. This prestigious list includes over 5,000 advisors managing more than $6 trillion in client assets. Selection criteria include a mix of qualitative and quantitative measures, such as interviews and compliance records. Chris Marsh, San Diego Market Head, commended the advisors for their hard work and commitment to providing strategic client advice.

Positive

• Nine Financial Advisors and two Private Wealth Advisors recognized in the Forbes/SHOOK Research Best-In-State Wealth Advisors list.
• Recognition underscores the dedication and expertise of UBS advisors in San Diego.
• The Forbes list represents over 5,000 advisors managing more than $6 trillion in client assets.

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• None.

UBS Wealth Management USA announced today that nine Financial Advisors and two Private Wealth Advisors in the firm’s San Diego Market have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021.

Those are: Frank Baldwin, Brian Donaldson, Braydon Hamilton, and Christopher Radici of the La Jolla office; Peter Andreasen, Courtney Liddy and Earl Thompson of the downtown San Diego office; Blair Cannon, Kalyn Maher Walker and Steven DeMatteo of the Carmel Valley office; and Daniel Shiu of the Honolulu office, which falls under the San Diego market.

“These advisors are dedicated, hard-working and careful to offer insightful and objective advice to clients, utilizing the breadth and depth of the firm’s global resources,” said Chris Marsh, San Diego Market Head at UBS Wealth Management USA. “I’m proud to see them recognized for their great work.”

This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.

For the full list and further information visit: https://www.forbes.com/best-in-state-wealth-advisors/#52c71233291d.

Note to editors

Background and photos of listed advisors available upon request.

About UBS Global Wealth Management

As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210222005767/en/

FAQ

What was UBS Wealth Management's recent announcement regarding financial advisors?

UBS Wealth Management USA announced that nine Financial Advisors and two Private Wealth Advisors from the San Diego Market were named in the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021.

How many advisors were recognized in the Forbes/SHOOK Research list?

Over 5,000 advisors were recognized on the 2021 Forbes/SHOOK Research Best-In-State Wealth Advisors list.

What criteria are used for selecting the Best-In-State Wealth Advisors?

Selection for the Best-In-State Wealth Advisors list is based on qualitative and quantitative measures, including interviews, compliance records, and generated revenue.

What is the total amount of client assets managed by advisors in the Forbes list?

The advisors recognized in the Forbes list manage more than $6 trillion in client assets.

Who is Chris Marsh in relation to UBS Wealth Management?

Chris Marsh is the San Diego Market Head at UBS Wealth Management USA, who praised the recognized advisors for their hard work and dedication.