13 UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list

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UBS announces that 13 advisors in the Philadelphia D.C. wealth management market have been named to the Barron's Top 1200 Financial Advisors list for 2024, showcasing their commitment to providing top-notch financial services.

PHILADELPHIA--(BUSINESS WIRE)-- UBS today announced that 13 advisors in the firm’s Philadelphia D.C. wealth management market have been named to the Barron’s Top 1200 Financial Advisors list for 2024.

“We are extremely proud to see so many of our talented advisors receive national recognition for their commitment to providing world class financial services to clients,” said Julie Fox, Market Executive at UBS Private Wealth Management. “These advisors are some of the best in the business and we congratulate each of them on this notable industry achievement.”

The advisors in the Philadelphia D.C. market named to the list are:

Charlotte, N.C.:
Mitchell Wickham 
Greg Cash

Mitchell Wickham and Greg Cash of Wickham Cash Partners ranked No. 1 and No. 2, respectively, in North Carolina.

Philadelphia: 
Bradford Bernstein 
Michael Greenly

Washington, D.C.: 
Robert Allred 
Keith Apton 
William Finnerty 
Nick Francia 
Barry Haffner 
Jared Hendler 
Gregory Marcus 
Grantham Myers 
Rod von Lipsey

The 2024 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.

Notes to Editors

About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2024. 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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240415404048/en/

Media:

Scott Gamm

Strategy Voice Associates

scott@strategyvoiceassociates.com

Source: UBS

FAQ

Which advisors from UBS in the Philadelphia D.C. wealth management market were named to the Barron's Top 1200 Financial Advisors list for 2024?

The advisors named to the list are Mitchell Wickham, Greg Cash, Bradford Bernstein, Michael Greenly, Robert Allred, Keith Apton, William Finnerty, Nick Francia, Barry Haffner, Jared Hendler, Gregory Marcus, Grantham Myers, and Rod von Lipsey.

What criteria are used to compile the Barron's Top 1200 Financial Advisors list?

The list is compiled based on criteria such as revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

Where can I find the full list of Barron's Top 1200 Financial Advisors for 2024?

For the full list and further information, you can visit: https://www.barrons.com/advisor/report/top-financial-advisors