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23 UBS advisor teams in the South Atlantic Market named to the Forbes Best-in-State Wealth Management Teams list

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UBS announced that 23 advisor teams in its South Atlantic Wealth Management Market have been recognized on the 2025 Forbes Best-in-State Wealth Management Teams list. The market, led by Market Executive Jake Shine under Regional Director Julie Fox's Southeast Region, saw notable recognition including Wickham Cash Partners ranking #1 in North Carolina – West.

The recognized teams span across multiple locations including Charlotte, Chapel Hill, Greensboro, Raleigh, Greenville, Winter Park, Bethesda, McLean, Norfolk, and Richmond. The Forbes list comprises over 5,300 teams managing collectively more than $7 trillion in assets. Teams were selected based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.

UBS ha annunciato che 23 team di consulenti nel suo mercato di Wealth Management del Sud Atlantico sono stati riconosciuti nella lista 2025 Forbes Best-in-State Wealth Management Teams. Il mercato, guidato dall'Esecutivo di Mercato Jake Shine sotto la Direzione Regionale di Julie Fox nella Regione Sud-Est, ha ottenuto un riconoscimento notevole, incluso il primo posto per Wickham Cash Partners in North Carolina – West.

I team riconosciuti sono distribuiti in diverse località tra cui Charlotte, Chapel Hill, Greensboro, Raleigh, Greenville, Winter Park, Bethesda, McLean, Norfolk e Richmond. La lista di Forbes comprende oltre 5.300 team che gestiscono collettivamente più di 7 trilioni di dollari in attivi. I team sono stati selezionati sulla base di criteri qualitativi e quantitativi, tra cui interviste, registri di conformità e generazione di entrate.

UBS anunció que 23 equipos de asesores en su mercado de Wealth Management del Atlántico Sur han sido reconocidos en la lista de 2025 Forbes Best-in-State Wealth Management Teams. El mercado, dirigido por el Ejecutivo de Mercado Jake Shine bajo la Dirección Regional de Julie Fox en la Región Sureste, recibió un notable reconocimiento, incluyendo a Wickham Cash Partners en el primer lugar en Carolina del Norte – Oeste.

Los equipos reconocidos se extienden a múltiples ubicaciones, incluyendo Charlotte, Chapel Hill, Greensboro, Raleigh, Greenville, Winter Park, Bethesda, McLean, Norfolk y Richmond. La lista de Forbes incluye más de 5,300 equipos que gestionan colectivamente más de 7 billones de dólares en activos. Los equipos fueron seleccionados en base a criterios cualitativos y cuantitativos, incluyendo entrevistas, registros de cumplimiento y generación de ingresos.

UBS는 자사의 남부 대서양 Wealth Management 시장에서 23개 자문 팀이 2025 Forbes Best-in-State Wealth Management Teams 목록에 등재되었다고 발표했습니다. 이 시장은 Julie Fox의 남동부 지역 하에 Market Executive Jake Shine가 이끌며, Wickham Cash Partners가 노스캐롤라이나-웨스트에서 1위에 오른 등 주목할 만한 인정을 받았습니다.

인정받은 팀들은 샬롯, 채플 힐, 그린스버러, 롤리, 그린빌, 윈터 파크, 베데스다, 맥클레인, 노퍽, 리치먼드 등 여러 지역에 걸쳐 있습니다. Forbes 목록에는 총 자산 7조 달러 이상을 관리하는 5,300개 이상의 팀이 포함되어 있습니다. 팀들은 인터뷰, 준수 기록 및 수익 창출을 포함한 정성적 및 정량적 기준에 따라 선정되었습니다.

UBS a annoncé que 23 équipes de conseillers dans son marché de Wealth Management de l'Atlantique Sud ont été reconnues dans la liste des 2025 Forbes Best-in-State Wealth Management Teams. Le marché, dirigé par l'Exécutif de Marché Jake Shine sous la Direction Régionale de Julie Fox pour la Région Sud-Est, a reçu une reconnaissance notable, notamment avec Wickham Cash Partners se classant au premier rang en Caroline du Nord – Ouest.

Les équipes reconnues sont réparties sur plusieurs localités, y compris Charlotte, Chapel Hill, Greensboro, Raleigh, Greenville, Winter Park, Bethesda, McLean, Norfolk et Richmond. La liste Forbes comprend plus de 5 300 équipes gérant collectivement plus de 7 trillions de dollars d'actifs. Les équipes ont été sélectionnées sur la base de critères qualitatifs et quantitatifs, y compris des entrevues, des dossiers de conformité et la génération de revenus.

UBS hat angekündigt, dass 23 Beraterteams in ihrem Wealth Management-Markt im Südatlantik in der 2025 Forbes Best-in-State Wealth Management Teams Liste anerkannt wurden. Der Markt, der von Market Executive Jake Shine unter der Regionaldirektorin Julie Fox in der Südostregion geleitet wird, erhielt bemerkenswerte Anerkennung, darunter die Platzierung von Wickham Cash Partners auf dem 1. Platz in North Carolina – West.

Die anerkannten Teams sind an mehreren Standorten tätig, darunter Charlotte, Chapel Hill, Greensboro, Raleigh, Greenville, Winter Park, Bethesda, McLean, Norfolk und Richmond. Die Forbes-Liste umfasst über 5.300 Teams, die insgesamt mehr als 7 Billionen Dollar an Vermögenswerten verwalten. Die Teams wurden auf der Grundlage qualitativer und quantitativer Kriterien ausgewählt, darunter Interviews, Compliance-Aufzeichnungen und Umsatzgenerierung.

Positive
  • Recognition of 23 UBS advisor teams on prestigious Forbes list indicates strong market presence
  • #1 ranking in North Carolina - West for Wickham Cash Partners team demonstrates market leadership
  • Wide geographic coverage across multiple states shows strong regional market penetration
Negative
  • None.

WASHINGTON--(BUSINESS WIRE)-- UBS today announced that 23 advisor teams in the firm’s South Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.

The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

“These advisors are some of the best in the business and it is truly gratifying to see them recognized nationally on this prestigious list,” said Jake Shine, South Atlantic Market Executive at UBS.

Among those recognized, UBS advisor team Wickham Cash Partners ranked #1 in North Carolina – West on this year’s list.

The advisor teams in the South Atlantic Market named to the list are:

Wickham Cash Partners (Charlotte, NC): Mitchell Wickham, Greg Cash, Trevor Hoke, Ron Bryson, North Moore III.

Miller Wealth Management (Charlotte, NC): Michael Miller, Drew Miller

Rankin Wealth Management (Charlotte, NC): Rick Verdone, Ellen Rankin, Joe Zentner, Michael Gould

The Andover Group (Charlotte, NC): Kevin O. Moran, William B. Lovett III, Kyle M. Blumenstock, Lesley Ferguson, Jason Mayer

Gateway Wealth Management (Charlotte, NC): Andrew Kittelson, Candace Cline

Hatteras Wealth Management Group (Charlotte, NC): John Stanford, Jack Butler

The Fairview Group (Charlotte, NC): Juan Sandoval, Mac Mayer, Richard Callahan, Crockett Clark

The Cornerstone Group (Chapel Hill, NC): Timothy L. Rauwald, Jenn Hoselton, Mark D. Harbaugh Jr., Steve Reed, Mark Harbaugh Sr.

R³ Wealth Management (Greensboro, NC): Robert M. Green, Robert C. Ketner, R. Andrew Ketner, Antonio Otero

Raleigh PWM (Raleigh, NC): Mike Lappin, Bill Smith

The Parham, Arrowood, Bragdon Team (Greenville, SC): Bert Arrowood, Kenneth Parham, Will Bragdon

The Alpha Group (Greenville, SC): Michael S. Lee, Steve Armaly, Brian Blackburn, Jeffrey S. Allen

The Gabriele-Milionis Group (Greenville, SC): Michael J. Gabriele, Amy R. Milionis

The Summit Group (Winter Park, FL): Manish Mehta, Paul Higgins, Pranjal Mehta, Richard G. Berardo

The Boyle Anderson Group (Bethesda, MD): Skip Anderson, Elaine Flanigan, Ron Chesney, Charlie Anderson, John Young

The BoundaryRock Group (Bethesda, MD): Jamie Ingoe, Donald Chomas, Russell Rifkin, David Bowie, Jeff Schweighoffer

The Atlantic Capital Group (Bethesda, MD): Charles H. Cooper, Mary T. Stiles-Hendler, Mitchell R. Cooper

The Hando Adams Group (Bethesda, MD): Timothy J. Hando, Jason S. Adams

The Hutson Polcaro Group (Bethesda, MD): Jim Polcaro II, Michael Brick, Christopher Casey, Charley Hutson

Potomac Wealth Group (McLean, VA): Powell Hill, Arthur Chase

The Nordell-Rubio Group (McLean, VA): Andrea K. Nordell, Kenneth A. Rubio

Thompson, Singor & Cimmino (Norfolk, VA): Eric Thompson, Scott Singor, Marc Cimmino, Curtis Hanson

The Garnett Group (Richmond, VA): Scott Garnett

The third annual 2025 Forbes Best-in-State Wealth Management Teams list is comprised of over 5,300 teams that collectively manage over $7 trillion of 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.

For the full list and further information, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

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 5.7 trillion dollars of invested assets as per fourth 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 markets 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 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.

Media Contact:

Scott Gamm

Strategy Voice Associates

scott@strategyvoiceassociates.com

Source: UBS

FAQ

How many UBS advisor teams from South Atlantic Market made the 2025 Forbes Best-in-State list?

23 UBS advisor teams from the South Atlantic Market were named to the 2025 Forbes Best-in-State Wealth Management Teams list.

Which UBS team ranked #1 in North Carolina - West for 2025?

Wickham Cash Partners, based in Charlotte, NC, ranked #1 in North Carolina - West on the 2025 Forbes Best-in-State Wealth Management Teams list.

What is the total assets managed by teams on the 2025 Forbes Best-in-State list?

The teams on the 2025 Forbes Best-in-State Wealth Management Teams list collectively manage over $7 trillion in assets.

What criteria were used to select UBS teams for the 2025 Forbes Best-in-State list?

Teams were selected based on qualitative and quantitative criteria, including phone and in-person interviews, compliance records, and revenue generated for their firms.

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