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UBS Wealth Management USA celebrates 43 Financial Advisors in the Pacific Northwest Market making it to the Forbes Best-In-State Wealth Advisors list for 2024. The advisors from Alaska, Montana, Oregon, and Washington have been recognized for their outstanding dedication and success in serving clients, families, and communities.
UBS Wealth Management USA celebra 43 Consulenti Finanziari nel mercato del Nord-ovest del Pacifico per essere entrati nella lista Forbes dei Migliori Consulenti Patrimoniali Statali per il 2024. I consulenti dell'Alaska, Montana, Oregon e Washington sono stati riconosciuti per il loro eccezionale impegno e successo nel servire clienti, famiglie e comunità.
UBS Wealth Management USA celebra a 43 Asesores Financieros en el Mercado del Noroeste del Pacífico por haber sido incluidos en la lista de Mejores Asesores Patrimoniales del Estado de Forbes para 2024. Los asesores de Alaska, Montana, Oregón y Washington han sido reconocidos por su excepcional dedicación y éxito en la atención a clientes, familias y comunidades.
UBS Wealth Management USA는 2024년도 포브스 주내 최고의 부자 관리자 명단에 오른 태평양 북서부 시장의 43명의 재정 상담자를 축하합니다. 알래스카, 몬태나, 오리건, 워싱턴의 상담자들은 고객, 가족 및 커뮤니티를 섬기는데 있어 뛰어난 헌신과 성공을 인정받았습니다.
UBS Wealth Management USA célèbre 43 Conseillers Financiers sur le marché du Nord-ouest Pacifique pour leur inclusion dans la liste des Meilleurs Conseillers en patrimoine par État de Forbes pour 2024. Les conseillers de l'Alaska, du Montana, de l'Oregon et de Washington ont été reconnus pour leur dévouement exceptionnel et leur succès dans la service des clients, des familles et des communautés.
UBS Wealth Management USA feiert 43 Finanzberater im Markt der Pazifischen Nordwestregion, die es auf die Liste der besten staatlichen Vermögensberater von Forbes für das Jahr 2024 geschafft haben. Die Berater aus Alaska, Montana, Oregon und Washington wurden für ihre herausragende Hingabe und Erfolg bei der Betreuung von Kunden, Familien und Gemeinschaften anerkannt.
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SEATTLE--(BUSINESS WIRE)--
UBS Wealth Management USA announced today that 43 Financial Advisors from the firm’s Pacific Northwest Market, which spans across the four states of Alaska, Montana, Oregon and Washington, have been named to the Forbes Best-In-State Wealth Advisors list for 2024.
“We are extremely proud to see so many of our talented financial advisors across the Pacific Northwest Market recognized on this prestigious list,” said Ryan Rozniakowski, Market Executive of the Pacific Northwest at UBS Wealth Management USA. “These amazing professionals have achieved an incredible level of success through dedication, focus and commitment to not only their clients, but their families and communities as well.”
The UBS Financial Advisors in the Pacific Northwest Market named to the list are:
Anchorage, AK
Portland, OR
Everett, WA
Chad Adams
Scot Berryman
Derek Glynn
Tammy Head
Cam Cheek
Thomas Little
Levi Robinson
Sean Gabrio
Jason Therrell
Victor Lam
Billings, MT
Ed Lang
Seattle, WA
William Royer
Jon Levine
Joe Covey
Todd Vralsted
Jim Mead
Mike Doney
Tom Savinar
Sarah Fitch
Bend, OR
Shawn Macfarlan
Nathan Harrell
Bellevue, WA
Bradley Pratt
Paul Adams
Mark Russo
Lake Oswego, OR
Bijan Behboodi
Colin Simon
Aaron Kohn
Kyle Kuykendall
Scott Ventoza
Ali Panahpour
Subeer Manhas
Adam Walters
Todd Schroeder
Blythe Manson
Kevin Young
Michael Matthews
Duncan McAllister
Spokane, WA
Tyler Neal
Brad Desormeau
Stacy Oster
Mike Mumford
Adam Skagen
Stefanie Page
The 2024 Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.
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 5.5 trillion dollars of invested assets as per second 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).
How many Financial Advisors from the Pacific Northwest Market were named to the Forbes Best-In-State Wealth Advisors list for 2024?
43 Financial Advisors from UBS Wealth Management USA's Pacific Northwest Market were named to the Forbes Best-In-State Wealth Advisors list for 2024.
What states are included in the Pacific Northwest Market for UBS Wealth Management USA?
The Pacific Northwest Market for UBS Wealth Management USA includes Alaska, Montana, Oregon, and Washington.
Who is the Market Executive of the Pacific Northwest at UBS Wealth Management USA?
Ryan Rozniakowski is the Market Executive of the Pacific Northwest at UBS Wealth Management USA.
What criteria does the Forbes ranking of Best-In-State Wealth Advisors for 2024 by SHOOK Research consider?
The Forbes ranking of Best-In-State Wealth Advisors for 2024 by SHOOK Research considers qualitative criteria learned through interviews, revenue trends, assets under management, service models, compliance records, and industry experience.
Where can I find the full list of the Forbes Best-In-State Wealth Advisors for 2024?
For the full list and further information, you can visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/
