35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List
UBS announced that 35 advisor teams in its Florida Wealth Management Market have been recognized on the 2025 Forbes Best-in-State Wealth Management Teams list. The Summit Group from Winter Park achieved the #1 ranking in Florida – North. The recognition spans across multiple Florida locations, including Winter Park, Boca Raton, Miami, Naples, and Tampa.
The Florida Wealth Management Market, led by Market Executive Lane Strumlauf and part of the Southeast Region under Regional Director Julie Fox, demonstrates UBS's strong presence in the state. The recognized teams are part of Forbes' third annual list, which features over 5,300 teams managing more than $7 trillion in assets collectively. Teams were selected based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.
UBS ha annunciato che 35 team di consulenti nel suo mercato della gestione patrimoniale della Florida sono stati riconosciuti nella lista delle Forbes Best-in-State Wealth Management Teams del 2025. Il Summit Group di Winter Park ha ottenuto il primo posto in Florida – Nord. Il riconoscimento copre diverse località della Florida, tra cui Winter Park, Boca Raton, Miami, Naples e Tampa.
Il mercato della gestione patrimoniale della Florida, guidato dall'esecutivo di mercato Lane Strumlauf e parte della Regione Sud-Est sotto la direzione regionale di Julie Fox, dimostra la forte presenza di UBS nello stato. I team riconosciuti fanno parte della terza lista annuale di Forbes, che presenta 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, inclusi interviste, registri di conformità e generazione di entrate.
UBS anunció que 35 equipos de asesores en su Mercado de Gestión Patrimonial de Florida han sido reconocidos en la lista de los Mejores Equipos de Gestión Patrimonial por Estado de Forbes 2025. El Summit Group de Winter Park logró el primer lugar en Florida - Norte. El reconocimiento abarca múltiples ubicaciones en Florida, incluyendo Winter Park, Boca Ratón, Miami, Nápoles y Tampa.
El Mercado de Gestión Patrimonial de Florida, liderado por el Ejecutivo de Mercado Lane Strumlauf y parte de la Región Sureste bajo la Dirección Regional de Julie Fox, demuestra la fuerte presencia de UBS en el estado. Los equipos reconocidos forman parte de la tercera lista anual de Forbes, que presenta más de 5,300 equipos que gestionan más de 7 billones de dólares en activos en conjunto. Los equipos fueron seleccionados basado en criterios cualitativos y cuantitativos, incluyendo entrevistas, registros de cumplimiento y generación de ingresos.
UBS는 플로리다 재산 관리 시장의 35개 자문 팀이 2025 포브스 주별 최우수 재산 관리 팀 목록에 이름을 올렸다고 발표했습니다. 윈터파크의 서밋 그룹은 플로리다 - 북부에서 1위에 올랐습니다. 이 인정은 윈터파크, 보카라톤, 마이애미, 네이플스, 탬파 등 플로리다의 여러 장소에 걸쳐 있습니다.
플로리다 재산 관리 시장은 시장 임원 레인 스트럼라우프가 이끌고 있으며, 주리 폭 지역 이사의 감독 하에 동남부 지역의 일부로, UBS의 주 내 강력한 존재감을 보여줍니다. 인정받은 팀들은 포브스의 세 번째 연례 목록의 일부로, 5,300개 이상의 팀이 총 7조 달러 이상의 자산을 관리하고 있습니다. 팀들은 인터뷰, 준수 기록 및 수익 생성 등 질적 및 양적 기준에 따라 선정되었습니다.
UBS a annoncé que 35 équipes de conseillers sur son marché de gestion de patrimoine en Floride ont été reconnues dans la liste des Meilleures Équipes de Gestion de Patrimoine par État de Forbes 2025. Le Summit Group de Winter Park a obtenu la première place en Floride - Nord. La reconnaissance couvre plusieurs emplacements en Floride, notamment Winter Park, Boca Raton, Miami, Naples et Tampa.
Le marché de la gestion de patrimoine en Floride, dirigé par l'exécutif de marché Lane Strumlauf et faisant partie de la région Sud-Est sous la direction régionale de Julie Fox, témoigne de la forte présence d'UBS dans l'État. Les équipes reconnues font partie de la troisième liste annuelle de Forbes, qui présente plus de 5 300 équipes gérant plus de 7 billions de dollars d'actifs au total. Les équipes ont été sélectionnées sur la base de critères qualitatifs et quantitatifs, incluant des entretiens, des dossiers de conformité et la génération de revenus.
UBS gab bekannt, dass 35 Beraterteams im Markt für Vermögensverwaltung in Florida auf der Liste der besten Vermögensverwaltungsteams des Staates von Forbes 2025 ausgezeichnet wurden. Die Summit Group aus Winter Park belegte den 1. Platz in Florida – Nord. Die Auszeichnung erstreckt sich über mehrere Standorte in Florida, darunter Winter Park, Boca Raton, Miami, Naples und Tampa.
Der Markt für Vermögensverwaltung in Florida, geleitet von Marktleiter Lane Strumlauf und Teil der Südostregion unter Regionsleiterin Julie Fox, zeigt die starke Präsenz von UBS im Bundesstaat. Die ausgezeichneten Teams sind Teil der dritten jährlichen Liste von Forbes, die über 5.300 Teams umfasst, die gemeinsam mehr als 7 Billionen Dollar an Vermögenswerten verwalten. Die Teams wurden anhand qualitativer und quantitativer Kriterien ausgewählt, einschließlich Interviews, Compliance-Aufzeichnungen und Einnahmengenerierung.
- 35 UBS advisor teams recognized in Forbes Best-in-State list, demonstrating strong market presence
- The Summit Group achieved #1 ranking in Florida - North
- Teams are part of a prestigious list managing over $7 trillion in collective assets
- None.
The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“We congratulate our advisors for receiving this national recognition, which is a testament to their hard work and dedication to serving client needs,” said Lane Strumlauf, Florida Market Executive at UBS.
Among those recognized, UBS advisor team The Summit Group ranked #1 in
The advisor teams named to the list are:
The Summit Group (
Winter Park Wealth Management (
The Watkins Johnson Wealth Management Group (
Constellation Wealth Management (
Boca Raton Wealth Consulting Group (
BV Group (
The Buetel Wealth Management Group (
The Petika Wealth Management Group (
Schaefer-Hanamura Group (
Coastal Partners (
The Garvin Financial Team (
1280 Financial Partners (
Neri, Pacciano Wealth Management (
Comprehensive Financial Consultants (
The Beard Williams Group (
Bridgelane Wealth Management (
VPHN Wealth Partners (
Orbis International Financial Group (
Naples Northbrook Wealth Management (
The Matina Group (
The Stephens Group (
Coastal Lighthouse Wealth Management (
Focus Wealth Management (
Sanctuary Private Wealth (
Mariash Lowther Wealth Management (
The Family Wealth Group (
Endeavor Wealth Consultants (
SageView Partners (
Synergy Wealth Consultants (
Tampa Bay Private Wealth Management (
The Shantz Mantione Group (
Berman Partners (
Damante Partners Wealth Management (
Hollenbaugh Rukeyser Safro Williams (
Palm Beach Wealth Consulting Services (
The third annual 2025 Forbes Best-in-State Wealth Management Teams list is comprised of over 5,300 teams that collectively manage over
For the full list and further information, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
Notes to Editors
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Media Contact:
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Strategy Voice Associates
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Source: UBS
FAQ
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