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

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UBS announced that 32 advisor teams in its South Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The teams, operating under Market Executive Greg Achten and Regional Director Julie Fox, represent various locations across Tennessee, Georgia, Louisiana, Mississippi, and South Carolina.

Notable among the recognized teams is Family Office Partners from Nashville, TN, which ranked #1 in Tennessee. The recognition is part of Forbes' third annual list, which features over 5,300 teams collectively managing more than $7 trillion in assets. The ranking criteria included qualitative and quantitative factors such as interviews, compliance records, and revenue generation for their firms.

UBS ha annunciato che 32 team di consulenti nel suo mercato di gestione patrimoniale del Sud sono stati selezionati per la lista 2025 delle migliori squadre di gestione patrimoniale dello Stato di Forbes. I team, operanti sotto la leadership del Market Executive Greg Achten e della Regional Director Julie Fox, rappresentano varie località del Tennessee, della Georgia, della Louisiana, del Mississippi e della Carolina del Sud.

Tra i team riconosciuti spicca Family Office Partners di Nashville, TN, che si è classificato al primo posto in Tennessee. Questo riconoscimento fa parte della terza lista annuale di Forbes, che presenta oltre 5.300 team che gestiscono collettivamente più di 7 trilioni di dollari in attività. I criteri di classificazione includevano fattori qualitativi e quantitativi, come interviste, registri di conformità e generazione di entrate per le loro aziende.

UBS anunció que 32 equipos de asesores en su mercado de gestión de patrimonio del Sur han sido nombrados en la lista 2025 de los mejores equipos de gestión de patrimonio del estado de Forbes. Los equipos, que operan bajo el liderazgo del Market Executive Greg Achten y la Regional Director Julie Fox, representan diversas ubicaciones en Tennessee, Georgia, Luisiana, Misisipi y Carolina del Sur.

Entre los equipos reconocidos destaca Family Office Partners de Nashville, TN, que ocupó el primer lugar en Tennessee. Este reconocimiento forma parte de la tercera lista anual de Forbes, que incluye a más de 5.300 equipos que gestionan colectivamente más de 7 billones de dólares en activos. Los criterios de clasificación incluyeron factores cualitativos y cuantitativos, como entrevistas, registros de cumplimiento y generación de ingresos para sus firmas.

UBS는 남부 부유 관리 시장에서 32개의 자문 팀이 2025년 포브스 주별 최고 부유 관리 팀 목록에 선정되었다고 발표했습니다. 이 팀들은 시장 경영자 Greg Achten과 지역 이사 Julie Fox의 지휘 아래 텐네시, 조지아, 루이지애나, 미시시피 및 사우스 캐롤라이나 전역에서 활동하고 있습니다.

특히 인정받은 팀 중에는 텐네시에서 1위를 차지한 Family Office Partners가 있는 내슈빌이 있습니다. 이 인정은 포브스의 세 번째 연례 목록의 일환으로, 5,300개 이상의 팀이 총 7조 달러 이상의 자산을 관리하고 있습니다. 순위 기준에는 인터뷰, 준수 기록 및 회사의 수익 창출과 같은 정성적 및 정량적 요소가 포함되었습니다.

UBS a annoncé que 32 équipes de conseillers dans son marché de gestion de patrimoine sud ont été nommées dans la liste 2025 des meilleures équipes de gestion de patrimoine de Forbes. Les équipes, dirigées par le Market Executive Greg Achten et la Regional Director Julie Fox, représentent divers emplacements au Tennessee, en Géorgie, en Louisiane, au Mississippi et en Caroline du Sud.

Parmi les équipes reconnues, on trouve Family Office Partners de Nashville, TN, qui a obtenu la première place dans le Tennessee. Cette reconnaissance fait partie de la troisième liste annuelle de Forbes, qui présente plus de 5 300 équipes gérant collectivement plus de 7 trillions de dollars d'actifs. Les critères de classement comprenaient des facteurs qualitatifs et quantitatifs tels que des entretiens, des dossiers de conformité et la génération de revenus pour leurs entreprises.

UBS hat bekannt gegeben, dass 32 Beratungsteams im südlichen Vermögensverwaltungsmarkt in die 2025 Forbes Besten-Teams der Vermögensverwaltung des Bundesstaates aufgenommen wurden. Die Teams, die unter der Leitung von Market Executive Greg Achten und Regional Director Julie Fox arbeiten, repräsentieren verschiedene Standorte in Tennessee, Georgia, Louisiana, Mississippi und South Carolina.

Besonders hervorzuheben ist das Team Family Office Partners aus Nashville, TN, das den 1. Platz in Tennessee belegte. Diese Auszeichnung ist Teil der dritten jährlichen Liste von Forbes, die über 5.300 Teams zeigt, die gemeinsam mehr als 7 Billionen Dollar an Vermögenswerten verwalten. Die Ranking-Kriterien umfassten qualitative und quantitative Faktoren wie Interviews, Compliance-Aufzeichnungen und die Umsatzgenerierung für ihre Firmen.

Positive
  • Recognition of 32 UBS advisor teams on Forbes' prestigious list enhances brand reputation
  • #1 ranking in Tennessee for Family Office Partners team strengthens market position
  • Part of larger network managing over $7 trillion in assets demonstrates significant market presence
Negative
  • None.

ATLANTA--(BUSINESS WIRE)-- UBS today announced that 32 advisor teams in the firm’s South Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.

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.

“These advisors are extremely dedicated to serving client needs and we congratulate each of them for this impressive professional recognition,” said Greg Achten, South Market Executive at UBS.

Among those recognized, UBS advisor team Family Office Partners ranked #1 in Tennessee on this year’s list.

The advisor teams named to the list are:

Family Office Partners (Nashville, TN): Kent Kirby, Dominic Calvani, Benjamin Walker

The Wallace Group (Nashville, TN): Mimi Wallace, Gordon Brewer, Brian Silkwood, Seth Huber

Parham | Deidiker Family Wealth Advisors (Nashville, TN): Jana Lisle Parham, Nick Deidiker

Core Wealth Management (Chattanooga, TN): Steve Gatlin, Shane Unsworth, George Menham

The Vantage Point Financial Group (Chattanooga, TN): Scott McDonald, Tom Eddy, Jeffery Wiese, Peterson Hostetler

Union Square Group (Chattanooga, TN): George Skonberg, Douglas Brown, Darrin Wall

Mountain City Financial Group (Chattanooga, TN): Joseph J. Romanchik

The Cronan Hudson Group (Chattanooga, TN): Jeff Cronan, David Hudson

GDA Financial Group (Franklin, TN): Austin L. Greer, James A. Austin III

WLP Financial Group (Johnson City, TN): David Paduch, Brandon Linton, Mitchell Tuell, DJ Swatzell

Cameron, Oakes & Associates (Knoxville, TN): Christopher S. Cameron, Jonathan A. Oakes, Joshua R. Carter

Clarity Wealth Partners (Knoxville, TN): Scott M. Rhea, John Thomas

Wages Wilson Wealth Management (Knoxville, TN): Russ Wilson, Bill Wages

Stamper, Zion & Associates (Knoxville, TN): W. Todd Stamper, Brett Christopher Zion

Vanderslice Edmundson Wealth Management (Memphis, TN): Brenda Vanderslice

Matthews Kiersky Wealth Consulting Services (Memphis, TN): Michael Matthews, Elliot Kiersky

Wilfong Meyer Gage Group (Memphis, TN): John E. Wilfong, Keri Ticer Gage, S. Ryan Viner, Darrell Smith

OakRing Wealth Partners (Alpharetta, GA): David Saltzman, Kevin Haynes, Kevin Townsend King, Peter Stephen Knoop II, Daniel Dean

Harbor View Wealth Management (Atlanta, GA): Daniel Emerson, Angelo Esposito, James Malatos, Scott Emerson, David Randall, Kyle Hammond

One Wealth Consulting Services (Atlanta, GA): Kristi Thelen, Ginger Jackson, Katie Bachmann

Trillium Partners (Atlanta, GA): Harris Gignilliat, Laura Wellon, Langley Respess

Zager Wealth Management (Atlanta, GA): Andy Zager

APEX Wealth Management (Atlanta, GA): Adam Thomas, Mike Hennessy, Brandon Brown, Brandon Reynolds

Compass Financial Advisors (Atlanta, GA): Robert Goldstein, Amanda Levi Goldstein, Brian David, Todd Kennedy, Ernie Moncrieff

Paragon Wealth Management (Atlanta, GA): Angela Calvin, David Kusiel, Cromwell Baun, Jeffrey Lapp, Hugh Stephenson

The LeDoyen Price Group (Atlanta, GA): Vandyke Price, Jon LeDoyen, Jeremy Mykulak

Key Partners (Atlanta, GA): Tim Dod, Brad Roberts, Brent Lane, Justin Pugh

The Exit Planning and Wealth Consulting Group (Lafayette, LA): Ben Domingue, Travis Frayard, Shawna Prejean

Heller & Stieffel Wealth Management Group (New Orleans, LA): Mark H. Heller, Diana Dalton Stieffel

Kuchta Curole Riess Group (New Orleans, LA): Jacque P. Kuchta, Scott M. Curole, Christopher M. Riess

Capitol Wealth Management (Jackson, MS): Bill Rush Mosby III, William Rush Mosby, Harmon Bays, Russell Morrison

The Gallivan Group (Greenville, SC): W. Clark Gallivan, Thad Dulin

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:

Scott Gamm

Strategy Voice Associates

scott@strategyvoiceassociates.com

Source: UBS

FAQ

How many UBS advisor teams from the South Wealth Management Market made the 2025 Forbes list?

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

Which UBS team ranked #1 in Tennessee for 2025?

Family Office Partners, based in Nashville, TN, ranked #1 in Tennessee on the 2025 Forbes Best-in-State Wealth Management Teams list.

What is the total asset value 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 rank UBS teams on the 2025 Forbes Best-in-State list?

The ranking was based on qualitative and quantitative criteria including phone and in-person interviews, compliance records, and revenue generated for their firms.

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