Fifteen UBS Financial Advisors in Arizona named to Forbes Best-In-State Wealth Advisors list with Three Recognized as Top Next-Gen Best-in-State Advisors
“On behalf of our team, I am very proud to see these talented advisors represent UBS, and I’d like to congratulate each of them on this achievement,” said Justin Frame, Pacific Desert Market Head, UBS Wealth Management
The advisors named to the 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State list include:
Justin Low,
Stockton Schultz,
Aaron Rottenstein,
The 15 advisors named to the 2023 Forbes Best-In-State Wealth Advisors list include:
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Anthony Bebbington |
Susan Bailey |
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Peter Choy |
Kirk Johnson |
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Michael DiGrazia |
Scott MacDonald |
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Drew Kilber |
Richard Schneider |
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Justin Low |
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Thomas Moore |
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Steven Schultz |
Matthew Meyer |
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Stockton Schultz |
Aaron Rottenstein |
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Jeoffrey Wasson |
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The 2023 Forbes/SHOOK Top Next-Gen Best-in-State Wealth Advisors list honors 1,464 advisors all born in 1984 or later, and they manage nearly
The 2023 Forbes/SHOOK Best-in-State Wealth Advisors list is comprised of over 7,000 Advisors across the country, collectively managing nearly
The 2023 Forbes/SHOOK Top Women Wealth Advisors Best-In-State list features 1,697 women collectively managing assets of nearly
The 2023 Forbes/SHOOK America’s Top Wealth Advisors list features 250 financial professionals collectively managing nearly
The Forbes lists are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, financial data, and compliance records, to rank advisors.
The 2023 PLANADVISER Top Retirement Plan Advisers listing recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers must have a minimum requirement of 50 plan clients or retirement plan assets under advisement of
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
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about
© 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.
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Beth Walsh
858-254-2845
beth@clearpointagency.com
https://www.ubs.com
Source: UBS