Eight UBS Financial Advisors in Southern California Pacific Desert Market named to Forbes Top Next-Gen Wealth Advisors Best-in-State list

Rhea-AI Summary

Eight UBS financial advisors in Southern California and Hawaii named to Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2023.

Positive

• Recognition of talented advisors in the industry.
• Honors 1,464 advisors managing nearly $2.5 trillion in assets.

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• None.

HONOLULU & NEWPORT BEACH, Calif. & SAN DIEGO--(BUSINESS WIRE)-- UBS is proud to announce that eight of the firm’s financial advisors in the UBS Pacific Desert Market areas of Southern California and Hawaii have been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2023. The Top Next-Gen list honors advisors all born in 1984 or later who are considered by Forbes to be excelling in the industry.

“These talented advisors represent the future of the wealth management industry, and I’d like to congratulate each of them on this achievement,” said Justin Frame, Pacific Desert Market Head, UBS Wealth Management USA. “They have shown a deep commitment to helping our clients plan for their families’ financial needs now and into the future. We look forward to their continued success in helping us deliver exceptional services to our clients.”

The advisors named to the 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State list include:

• Kyle Yoneshige, Honolulu
• Timothy Thatcher, Newport Beach
• Blake Foster, Newport Center
• Jason Sabaugh, Newport Center
• Kalyn Maher Walker, Carmel Valley, San Diego
• Benjamin Nussbaum, Carmel Valley, San Diego
• Bryan Thompson, Downtown San Diego
• Stephen LaFata, Private Wealth Advisor, La Jolla, San Diego; LA Private Wealth market

The 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State list honors 1,464 advisors, born in 1984 or later, managing nearly $2.5 trillion in cumulative assets. The rankings, developed by SHOOK Research, are based on an algorithm of quantitative data and qualitative criterion, primarily gained through telephone, virtual, and in-person interviews. Advisors must have a minimum of four years' experience, and the algorithm weighs factors including revenue trends, assets under management, compliance records, industry experience and best practices.

For the full 2023 list, visit: https://www.forbes.com/lists/best-in-state-next-gen-advisors/.

Notes to Editors

About UBS

UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2023. 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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20230912116587/en/

Hilary McCarthy

774-364-1440

hilary@clearpointagency.com

Source: UBS Financial Services Inc.