65 UBS Advisors in Florida named Best-in-State by Forbes
UBS has announced that 65 financial advisors in its Florida Wealth Management Market have been named to the Forbes Best-in-State Wealth Advisors list for 2025. Notable achievements include Christopher Aitken ranking #1 in Jacksonville, while Naples-based advisors Joe Matina and Jason Stephens were recognized among the top 250 advisors nationally.
The Florida market, led by Market Executive Lane Strumlauf under Regional Director Julie Fox's Southeast Region, showcases advisors across multiple locations including Aventura, Boca Raton, Clearwater, Miami, Naples, Orlando, and Palm Beach. The Forbes ranking, developed by SHOOK Research, evaluates advisors managing a collective $16.7 trillion in assets based on qualitative criteria through interviews and quantitative data including revenue trends and assets under management.
UBS ha annunciato che 65 consulenti finanziari nel suo mercato di Wealth Management della Florida sono stati nominati nella lista Forbes dei migliori consulenti patrimoniali per il 2025. Tra i risultati notevoli, Christopher Aitken si è classificato al primo posto a Jacksonville, mentre i consulenti di Napoli Joe Matina e Jason Stephens sono stati riconosciuti tra i primi 250 consulenti a livello nazionale.
Il mercato della Florida, guidato dall'Esecutivo di Mercato Lane Strumlauf sotto la Direzione Regionale di Julie Fox per la Regione del Sud-Est, presenta consulenti in diverse località tra cui Aventura, Boca Raton, Clearwater, Miami, Napoli, Orlando e Palm Beach. La classifica di Forbes, sviluppata da SHOOK Research, valuta i consulenti che gestiscono un totale di 16,7 trilioni di dollari in attivi, basandosi su criteri qualitativi attraverso interviste e dati quantitativi, inclusi tendenze di fatturato e attivi sotto gestione.
UBS ha anunciado que 65 asesores financieros en su mercado de Gestión de Patrimonio en Florida han sido nombrados en la lista de los mejores asesores patrimoniales de Forbes para 2025. Entre los logros notables, Christopher Aitken se posicionó en el #1 en Jacksonville, mientras que los asesores de Nápoles, Joe Matina y Jason Stephens, fueron reconocidos entre los 250 mejores asesores a nivel nacional.
El mercado de Florida, liderado por el Ejecutivo de Mercado Lane Strumlauf bajo la Dirección Regional de Julie Fox en la Región Sureste, presenta asesores en múltiples ubicaciones, incluyendo Aventura, Boca Ratón, Clearwater, Miami, Nápoles, Orlando y Palm Beach. La clasificación de Forbes, desarrollada por SHOOK Research, evalúa a los asesores que gestionan un total de 16.7 billones de dólares en activos, basándose en criterios cualitativos a través de entrevistas y datos cuantitativos, incluyendo tendencias de ingresos y activos bajo gestión.
UBS는 플로리다 자산 관리 시장에서 65명의 재무 상담사가 2025년 포브스 최고의 주 자산 상담사 목록에 선정되었다고 발표했습니다. 주목할 만한 성과로는 크리스토퍼 에이튼이 잭슨빌에서 1위를 차지했으며, 네이플스에 본사를 둔 상담사 조 마티나와 제이슨 스티븐스가 전국적으로 상위 250명의 상담사 중 하나로 인정받았습니다.
플로리다 시장은 지역 이사 줄리 폭스의 동남부 지역 아래에서 시장 임원 레인 스트럼라우프가 이끌며, 아벤투라, 보카 라톤, 클리어워터, 마이애미, 네이플스, 올랜도, 팜 비치 등 여러 위치에서 상담사를 소개합니다. SHOOK Research가 개발한 포브스 순위는 인터뷰와 수익 추세 및 관리 자산을 포함한 정량적 데이터를 기반으로 한 질적 기준에 따라 16.7조 달러의 자산을 관리하는 상담사를 평가합니다.
UBS a annoncé que 65 conseillers financiers sur son marché de gestion de patrimoine en Floride ont été nommés dans la liste Forbes des meilleurs conseillers en patrimoine de l'État pour 2025. Parmi les réalisations notables, Christopher Aitken a obtenu la première place à Jacksonville, tandis que les conseillers basés à Naples, Joe Matina et Jason Stephens, ont été reconnus parmi les 250 meilleurs conseillers au niveau national.
Le marché de la Floride, dirigé par l'exécutif de marché Lane Strumlauf sous la direction régionale de Julie Fox pour la région sud-est, présente des conseillers dans plusieurs localités, notamment Aventura, Boca Raton, Clearwater, Miami, Naples, Orlando et Palm Beach. Le classement Forbes, développé par SHOOK Research, évalue les conseillers gérant un total de 16,7 trillions de dollars d'actifs, en se basant sur des critères qualitatifs à travers des entretiens et des données quantitatives, y compris les tendances de revenus et les actifs sous gestion.
UBS hat angekündigt, dass 65 Finanzberater in ihrem Wealth Management Markt in Florida in die Forbes Liste der besten Vermögensberater des Bundesstaates für 2025 aufgenommen wurden. Zu den bemerkenswerten Leistungen gehört, dass Christopher Aitken den ersten Platz in Jacksonville belegt, während die in Neapel ansässigen Berater Joe Matina und Jason Stephens unter den 250 besten Beratern auf nationaler Ebene anerkannt wurden.
Der Markt in Florida, geleitet von Marktleiter Lane Strumlauf unter der Regionaldirektorin Julie Fox für die Südostregion, präsentiert Berater an mehreren Standorten, darunter Aventura, Boca Raton, Clearwater, Miami, Neapel, Orlando und Palm Beach. Das Forbes-Ranking, das von SHOOK Research entwickelt wurde, bewertet Berater, die insgesamt 16,7 Billionen Dollar an Vermögenswerten verwalten, basierend auf qualitativen Kriterien durch Interviews und quantitativen Daten, einschließlich Umsatztrends und verwalteten Vermögenswerten.
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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 are incredibly proud to see so many of our talented advisors recognized on the Forbes Best-in-State Wealth Advisors list for 2025,” said Lane Strumlauf, Florida Market Executive at UBS. “This achievement underscores their unwavering commitment to excellence and dedication to our clients' financial success. Congratulations to all our advisors for this well-deserved honor.”
The UBS advisors named to the list are:
Worth Boyce – PWM Seth Ripple Nick Sadowsky – PWM
Meryll Bangsil Michael Bober – PWM Jake Bryant Brian Buetel Cameron Buetel Alex Santos Mark Smith Eddie Ventrice – PWM
Dale Emerick John Petika John Petika Jr.
Stephen Schaefer – PWM
David McQuade
Ft. Lauderdale Hiromi Hanamura Chris Garvin Megan MacGowan Jim Perez Mark Swenson Christopher Niles
Mike Carr Ruth Kirk |
Todd Starkey
Manuel Coroalles Steve Gold Kate Reilley Pam Segal Rhodes Federico Sanchez David Warren – PWM
Terry Dean Doug DiGiorno Michael Lundon – PWM Nicholas Maurillo – PWM Joseph Matina – PWM Christopher McKenna – PWM Michael Rhodes – PWM Jason Stephens – PWM
Ashley Laubach Manish Mehta – PWM PJ Mehta Heather Mount Jerrey Thurston
John Castronuovo – PWM Chris Damante Robert DeForest – PWM Brian Lowenthal – PWM Andrew Plum Kristen Scarpa Bissett – PWM
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Peter Foley Trey Mahoney Tom Smith
Christopher Aitken – PWM
Brian Mariash – PWM Jose Rivera
John Posey Chris Taylor
Frank Brawley Paul Dolcimascolo – PWM Brian Gray – PWM Brian Robinson
Tom Mantione – PWM
Eric Johnson Conley Thornhill |
The advisors highlighted on the seventh annual Forbes Best-In-State Advisors ranking oversee a collective
For the full list and further information, visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in
© 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250411014963/en/
Media Contact:
Christina Aquilina
christina.aquilina@ubs.com
https://www.ubs.com
Source: UBS
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