13 UBS Advisors in the South Wealth Management Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
UBS has announced that 13 financial advisors from its South Wealth Management Market have been recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The honored advisors are spread across multiple locations including Atlanta, Chattanooga, Lafayette, Memphis, Nashville, New Orleans, and North Atlanta.
The South Wealth Management Market, led by Market Executive Greg Achten and part of the Southeast Region under Regional Director Julie Fox, demonstrates UBS's strong presence in wealth management services across the southern United States.
This recognition is part of Forbes' ninth annual ranking, which features 2,400 women advisors who collectively manage $3.6 trillion in assets. The selection process involves a comprehensive evaluation based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation for their firms.
UBS ha annunciato che 13 consulenti finanziari del suo Mercato di Wealth Management del Sud sono stati riconosciuti nella lista 2025 Forbes Top Women Wealth Advisors Best-in-State. I consulenti premiati sono distribuiti in diverse località tra cui Atlanta, Chattanooga, Lafayette, Memphis, Nashville, New Orleans e North Atlanta.
Il Mercato di Wealth Management del Sud, guidato dall'Esecutivo di Mercato Greg Achten e parte della Regione Sud-Est sotto la Direzione Regionale di Julie Fox, dimostra la forte presenza di UBS nei servizi di gestione patrimoniale negli Stati Uniti meridionali.
Questo riconoscimento fa parte della nona edizione annuale della classifica di Forbes, che presenta 2.400 consulenti donna che gestiscono collettivamente $3,6 trilioni in attivi. Il processo di selezione prevede una valutazione completa basata su criteri qualitativi e quantitativi, inclusi interviste, registri di conformità e generazione di entrate per le loro aziende.
UBS ha anunciado que 13 asesores financieros de su Mercado de Wealth Management del Sur han sido reconocidos en la lista 2025 Forbes Top Women Wealth Advisors Best-in-State. Los asesores premiados están repartidos en múltiples ubicaciones, incluyendo Atlanta, Chattanooga, Lafayette, Memphis, Nashville, Nueva Orleans y North Atlanta.
El Mercado de Wealth Management del Sur, dirigido por el Ejecutivo de Mercado Greg Achten y parte de la Región Sureste bajo la dirección regional de Julie Fox, demuestra la fuerte presencia de UBS en los servicios de gestión de patrimonio en el sur de los Estados Unidos.
Este reconocimiento es parte de la novena clasificación anual de Forbes, que presenta a 2,400 asesoras que gestionan colectivamente $3.6 billones en activos. El proceso de selección implica una evaluación integral basada en criterios cualitativos y cuantitativos, incluyendo entrevistas, registros de cumplimiento y generación de ingresos para sus firmas.
UBS는 남부 자산 관리 시장의 13명의 재무 상담사가 2025 포브스 주별 여성 자산 상담사 최고 목록에 선정되었다고 발표했습니다. 수상한 상담사는 애틀랜타, 채터누가, 라파예트, 멤피스, 내슈빌, 뉴올리언스 및 노스 애틀랜타를 포함한 여러 지역에 분포되어 있습니다.
남부 자산 관리 시장은 시장 임원 그렉 악텐이 이끌고 있으며, 줄리 폭의 지역 이사 아래 동남부 지역의 일부로 UBS의 미국 남부에서의 자산 관리 서비스 강력한 존재를 보여줍니다.
이 인정은 포브스의 아홉 번째 연례 순위의 일환으로, 총 2,400명의 여성 상담사가 $3.6 조의 자산을 관리하고 있습니다. 선정 과정은 인터뷰, 준수 기록 및 수익 창출을 포함한 정성적 및 정량적 기준에 기반한 포괄적인 평가를 포함합니다.
UBS a annoncé que 13 conseillers financiers de son marché de gestion de patrimoine du Sud ont été reconnus dans la liste 2025 Forbes Top Women Wealth Advisors Best-in-State. Les conseillers honorés sont répartis dans plusieurs localités, notamment Atlanta, Chattanooga, Lafayette, Memphis, Nashville, La Nouvelle-Orléans et North Atlanta.
Le marché de gestion de patrimoine du Sud, dirigé par l'exécutif de marché Greg Achten et faisant partie de la région sud-est sous la direction régionale de Julie Fox, démontre la forte présence d'UBS dans les services de gestion de patrimoine à travers le sud des États-Unis.
Cette reconnaissance fait partie du neuvième classement annuel de Forbes, qui présente 2 400 conseillères gérant collectivement 3,6 billions de dollars d'actifs. Le processus de sélection implique une évaluation complète basée sur des critères qualitatifs et quantitatifs, y compris des entretiens, des dossiers de conformité et la génération de revenus pour leurs entreprises.
UBS hat angekündigt, dass 13 Finanzberater aus ihrem Wealth Management Markt im Süden in die Liste 2025 Forbes Top Women Wealth Advisors Best-in-State aufgenommen wurden. Die ausgezeichneten Berater sind an mehreren Standorten verteilt, darunter Atlanta, Chattanooga, Lafayette, Memphis, Nashville, New Orleans und North Atlanta.
Der Wealth Management Markt im Süden, geleitet von Markt Executive Greg Achten und Teil der Südostregion unter Regionaldirektorin Julie Fox, zeigt die starke Präsenz von UBS im Bereich Vermögensverwaltung in den südlichen Vereinigten Staaten.
Diese Auszeichnung ist Teil der neunten jährlichen Rangliste von Forbes, die 2.400 weibliche Berater umfasst, die gemeinsam $3,6 Billionen an Vermögenswerten verwalten. Der Auswahlprozess umfasst eine umfassende Bewertung basierend auf qualitativen und quantitativen Kriterien, einschließlich Interviews, Compliance-Aufzeichnungen und Umsatzgenerierung für ihre Firmen.
- Recognition of 13 advisors enhances UBS's reputation in wealth management
- Strong regional presence across multiple southern states
- Part of advisors managing $3.6T in total assets
- 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.
“We congratulate each of our advisors and are extremely pleased to see them acknowledged nationally for their unique talent and capabilities. We look forward to continuing to provide our advisors with the resources and platform they need to better serve clients,” said Greg Achten, South Market Executive at UBS.
The advisors named to the list are:
Kristi Thelen
Laura Wellon
Carla Donina
Shawna Prejean
Brenda Vanderslice
Keri Gage
Jordan Edmundson
Jana Lisle Parham
Lechelle Moore
Mimi Wallace
Diana Stieffel
Amanda Levi
Angela Calvin
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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250307007300/en/
Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
Source: UBS
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