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23 Advisors in the UBS Northeast Private Wealth Management Market Named to the Forbes/SHOOK Best-In-State Wealth Advisors List
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UBS Private Wealth Management has announced that 23 advisors from its Northeast market have been recognized in the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2022. This recognition reflects their dedication to high-quality financial services. The list comprises over 6,500 advisors managing $10 trillion in assets, evaluated on various criteria including interviews and compliance records. This achievement underscores UBS's strong positioning in wealth management and commitment to client service.
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Recognition of 23 UBS advisors in the 2022 Forbes/SHOOK Research Best-In-State Wealth Advisors list.
The list includes over 6,500 advisors managing $10 trillion in client assets, indicating a strong market presence.
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PHILADELPHIA--(BUSINESS WIRE)--
UBS Private Wealth Management today announced that 23 advisors in the firm’s Northeast Private Wealth Management market have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2022.
“Congratulations to our advisors on this momentous industry recognition,” said Julie Fox, Northeast Market Head at UBS Private Wealth Management. “It is extremely gratifying to see our advisors acknowledged for their long-standing commitment to providing clients with the highest quality of financial services.”
UBS advisors in the Northeast Private Wealth Management market named to the list are:
This year’s Forbes/SHOOK Research Best-In-State Wealth Advisors list is comprised of more than 6,500 advisors across the country who collectively manage $10 trillion in client assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
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.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
