11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list
UBS has announced that 11 financial advisors from its South Wealth Management Market have been recognized on Barron's Top 1200 Financial Advisors list for 2025. The distinguished advisors represent various locations including Atlanta, Jackson, Little Rock, Memphis, Nashville, New Orleans, and Knoxville.
The South Wealth Management Market, led by Market Executive Greg Achten and operating under Regional Director Julie Fox in the Southeast Region, showcases advisors selected based on multiple criteria including revenue production, assets under management, practice quality, and regulatory record.
UBS ha annunciato che 11 consulenti finanziari del suo Mercato di Wealth Management del Sud sono stati riconosciuti nella lista dei 1200 migliori consulenti finanziari di Barron per il 2025. I consulenti distinti rappresentano diverse località tra cui Atlanta, Jackson, Little Rock, Memphis, Nashville, New Orleans e Knoxville.
Il Mercato di Wealth Management del Sud, guidato dall'Esecutivo di Mercato Greg Achten e operante sotto la Direzione Regionale di Julie Fox nella Regione Sud-Est, presenta consulenti selezionati in base a molteplici criteri tra cui produzione di entrate, asset in gestione, qualità della pratica e record normativo.
UBS ha anunciado que 11 asesores financieros de su Mercado de Wealth Management del Sur han sido reconocidos en la lista de los 1200 mejores asesores financieros de Barron para 2025. Los asesores distinguidos representan diversas ubicaciones, incluidas Atlanta, Jackson, Little Rock, Memphis, Nashville, Nueva Orleans y Knoxville.
El Mercado de Wealth Management del Sur, dirigido por el Ejecutivo de Mercado Greg Achten y operando bajo la Dirección Regional de Julie Fox en la Región Sureste, presenta asesores seleccionados en base a múltiples criterios, incluyendo producción de ingresos, activos bajo gestión, calidad de la práctica y historial regulatorio.
UBS는 남부 자산 관리 시장의 11명의 재정 상담사가 2025년 Barron의 1200대 재정 상담사 목록에 선정되었다고 발표했습니다. 이 저명한 상담사는 애틀랜타, 잭슨, 리틀 록, 멤피스, 내슈빌, 뉴올리언스 및 녹스빌 등 다양한 지역을 대표합니다.
남부 자산 관리 시장은 시장 책임자인 그렉 악튼이 이끌며, 남동부 지역의 지역 책임자인 줄리 폭스 아래에서 운영됩니다. 이 시장은 수익 생산, 관리 자산, 실무 품질 및 규제 기록 등 여러 기준에 따라 선정된 상담사를 소개합니다.
UBS a annoncé que 11 conseillers financiers de son marché de gestion de patrimoine du Sud ont été reconnus dans la liste des 1200 meilleurs conseillers financiers de Barron pour 2025. Ces conseillers distingués représentent divers emplacements, y compris Atlanta, Jackson, Little Rock, Memphis, Nashville, La Nouvelle-Orléans et Knoxville.
Le marché de gestion de patrimoine du Sud, dirigé par l'exécutif de marché Greg Achten et opérant sous la direction régionale de Julie Fox dans la région sud-est, présente des conseillers sélectionnés sur la base de plusieurs critères, notamment la production de revenus, les actifs sous gestion, la qualité de la pratique et le dossier réglementaire.
UBS hat angekündigt, dass 11 Finanzberater aus seinem Wealth Management-Markt im Süden in der Liste der 1200 besten Finanzberater von Barron für 2025 ausgezeichnet wurden. Die ausgezeichneten Berater vertreten verschiedene Standorte, darunter Atlanta, Jackson, Little Rock, Memphis, Nashville, New Orleans und Knoxville.
Der Wealth Management-Markt im Süden, geleitet von Marktleiter Greg Achten und unter der regionalen Direktion von Julie Fox in der Südostregion tätig, präsentiert Berater, die auf der Grundlage mehrerer Kriterien ausgewählt wurden, darunter Einnahmen, verwaltete Vermögen, Praxisqualität und regulatorische Aufzeichnungen.
- Recognition of 11 advisors in prestigious Barron's Top 1200 list demonstrates strong wealth management capabilities
- Broad geographic presence across multiple Southern states showing regional market strength
- None.
The South Wealth Management Market is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“On behalf of myself and the UBS leadership team, we congratulate each of these advisors and are very proud to see them recognized nationally for their abilities and hard work,” said Greg Achten, South Market Executive at UBS.
The advisors named to the list are:
Todd Urowsky
W. Austin Dodd
Mark King
Laura Wellon
Andy Zager
Bill "Rush" Mosby
Hardy Winburn
Jay Williams
Charles Kirby
Jacque Kuchta
Stan Jacobs
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
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View source version on businesswire.com: https://www.businesswire.com/news/home/20250319555038/en/
Media:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
https://www.ubs.com
Source: UBS
FAQ
How many UBS advisors from the South Wealth Management Market made Barron's Top 1200 list in 2025?
What criteria were used to select UBS advisors for Barron's Top 1200 list?
Which cities are represented by UBS advisors in the 2025 Barron's Top 1200 list?
Who leads UBS's South Wealth Management Market?
