13 UBS Advisors in Florida Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
UBS has announced that 13 financial advisors from its Florida Market have been recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The advisors, operating under Florida Market Executive Lane Strumlauf and Southeast Region Director Julie Fox, represent various locations including Aventura, Boca Raton, Ft. Lauderdale, Miami, Orlando, Palm Beach, and Tampa.
This recognition is part of Forbes' ninth annual ranking, which features 2,400 women advisors who collectively manage $3.6 trillion in client assets. The selection process incorporates both qualitative and quantitative metrics, including phone and in-person interviews, compliance records, and revenue generation for their respective firms.
UBS ha annunciato che 13 consulenti finanziari del suo mercato della Florida sono stati riconosciuti nella lista delle migliori consulenti finanziarie donne per stato di Forbes 2025. I consulenti, che operano sotto la direzione del Market Executive della Florida, Lane Strumlauf, e della Direttrice della Regione Sud-Est, Julie Fox, rappresentano diverse località tra cui Aventura, Boca Raton, Ft. Lauderdale, Miami, Orlando, Palm Beach e Tampa.
Questo riconoscimento fa parte della nona edizione annuale della classifica di Forbes, che presenta 2.400 consulenti donne che gestiscono collettivamente 3,6 trilioni di dollari in attivi dei clienti. Il processo di selezione incorpora sia metriche qualitative che quantitative, comprese interviste telefoniche e di persona, registri di conformità e generazione di entrate per le rispettive aziende.
UBS ha anunciado que 13 asesores financieros de su mercado de Florida han sido reconocidos en la lista de las mejores asesoras de riqueza por estado de Forbes 2025. Los asesores, que operan bajo la dirección del Ejecutivo del Mercado de Florida, Lane Strumlauf, y de la Directora de la Región Sureste, Julie Fox, representan diversas ubicaciones, incluidas Aventura, Boca Ratón, Ft. Lauderdale, Miami, Orlando, Palm Beach y Tampa.
Este reconocimiento es parte de la novena clasificación anual de Forbes, que presenta a 2,400 asesoras que gestionan colectivamente 3.6 billones de dólares en activos de clientes. El proceso de selección incorpora métricas tanto cualitativas como cuantitativas, incluidas entrevistas telefónicas y presenciales, registros de cumplimiento y generación de ingresos para sus respectivas firmas.
UBS는 플로리다 시장의 13명의 재정 상담사가 2025 포브스 주별 최고의 여성 자산 상담사 목록에 선정되었다고 발표했습니다. 이 상담사들은 플로리다 시장 책임자인 Lane Strumlauf와 동남부 지역 이사인 Julie Fox의 지휘 아래 Aventura, Boca Raton, Ft. Lauderdale, Miami, Orlando, Palm Beach, Tampa 등 다양한 지역에서 활동하고 있습니다.
이 인식은 포브스의 9번째 연례 순위의 일환으로, 2,400명의 여성 상담사가 고객 자산 3.6조 달러를 관리하고 있습니다. 선정 과정은 전화 및 대면 인터뷰, 준수 기록, 그리고 각 회사의 수익 창출을 포함한 질적 및 양적 지표를 포함합니다.
UBS a annoncé que 13 conseillers financiers de son marché de Floride ont été reconnus dans la liste des meilleures conseillères en gestion de patrimoine par État de Forbes 2025. Les conseillers, opérant sous la direction de Lane Strumlauf, Executive du Marché de Floride, et de Julie Fox, Directrice de la Région Sud-Est, représentent divers emplacements, notamment Aventura, Boca Raton, Ft. Lauderdale, Miami, Orlando, Palm Beach et Tampa.
Cette reconnaissance fait partie du neuvième classement annuel de Forbes, qui présente 2 400 conseillères gérant collectivement 3,6 billions de dollars d'actifs clients. Le processus de sélection intègre des critères qualitatifs et quantitatifs, y compris des entretiens téléphoniques et en personne, des dossiers de conformité et la génération de revenus pour leurs sociétés respectives.
UBS hat bekannt gegeben, dass 13 Finanzberater aus ihrem Florida-Markt in der Forbes-Liste der besten weiblichen Vermögensberater 2025 ausgezeichnet wurden. Die Berater, die unter der Leitung von Lane Strumlauf, dem Market Executive von Florida, und Julie Fox, der Direktorin der Südostregion, arbeiten, vertreten verschiedene Standorte, darunter Aventura, Boca Raton, Ft. Lauderdale, Miami, Orlando, Palm Beach und Tampa.
Diese Auszeichnung ist Teil der neunten jährlichen Rangliste von Forbes, die 2.400 weibliche Berater präsentiert, die gemeinsam 3,6 Billionen Dollar an Kundenvermögen verwalten. Der Auswahlprozess umfasst sowohl qualitative als auch quantitative Kriterien, einschließlich Telefon- und persönlichen Interviews, Compliance-Aufzeichnungen und Umsatzgenerierung für ihre jeweiligen Firmen.
- Strong advisor recognition demonstrates UBS's competitive position in wealth management
- Broad geographic presence across major Florida markets
- 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.
“It is truly gratifying to see so many talented financial advisors in our region achieve this well-deserved industry recognition. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this momentous accomplishment,” said Lane Strumlauf, Florida Market Executive at UBS.
The advisors named to the list are:
Karleen Halliwell
Meryll Bangsil
Alisa Jaffe
Sarah Ponczek-Van Camp
Ft. Lauderdale:
Hiromi Hanamura
Darran Blake
Megan MacGowan
Kathleen Reilley
Pamela Segal Rhodes
Ashley Laubach
Heather Mount
Kristen Scarpa Bissett
Samantha Parker Hopkins
The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage
For the full list and further information, visit: https://www.forbes.com/lists/best-in-state-women-advisors/
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. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.
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Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
Source: UBS Financial Services Inc.
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