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Five UBS advisors in the South Atlantic Wealth Management Market named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List

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UBS has announced that five financial advisors from its South Atlantic Wealth Management Market have been recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The honored advisors are Mary Stiles-Hendler (Bethesda, MD), Candace Cline and Ellen Rankin (Charlotte, NC), Tracy Collins (Norfolk, VA), and Andrea Murphy Doolan (Wilmington, NC).

This recognition is part of Forbes' ninth annual ranking, which features 2,400 women advisors who collectively manage $3.6 trillion in assets. The selection process involves a comprehensive evaluation based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation for their firms.

UBS ha annunciato che cinque consulenti finanziari del suo mercato di gestione patrimoniale del Sud Atlantico sono stati riconosciuti nella lista 2025 Forbes Top Women Wealth Advisors Best-in-State. I consulenti onorati sono Mary Stiles-Hendler (Bethesda, MD), Candace Cline ed Ellen Rankin (Charlotte, NC), Tracy Collins (Norfolk, VA) e Andrea Murphy Doolan (Wilmington, NC).

Questo riconoscimento fa parte della nona classifica annuale di Forbes, che presenta 2.400 consulenti donna che gestiscono collettivamente 3,6 trilioni di dollari in attivi. Il processo di selezione comprende una valutazione completa basata su criteri qualitativi e quantitativi, inclusi interviste, registrazioni di conformità e generazione di entrate per le loro aziende.

UBS ha anunciado que cinco asesores financieros de su mercado de gestión patrimonial del Atlántico Sur han sido reconocidos en la lista 2025 Forbes Top Women Wealth Advisors Best-in-State. Las asesoras honradas son Mary Stiles-Hendler (Bethesda, MD), Candace Cline y Ellen Rankin (Charlotte, NC), Tracy Collins (Norfolk, VA) y Andrea Murphy Doolan (Wilmington, NC).

Este reconocimiento es parte de la novena clasificación anual de Forbes, que presenta a 2,400 asesoras que gestionan colectivamente 3.6 billones de dólares en activos. El proceso de selección implica una evaluación integral basada en criterios cualitativos y cuantitativos, que incluyen entrevistas, registros de cumplimiento y generación de ingresos para sus empresas.

UBS는 자사의 남대서양 자산 관리 시장에서 다섯 명의 재정 고문이 2025 Forbes Top Women Wealth Advisors Best-in-State 목록에 선정되었다고 발표했습니다. 선정된 고문은 Mary Stiles-Hendler (베데스다, MD), Candace Cline 및 Ellen Rankin (샬럿, NC), Tracy Collins (노퍽, VA), Andrea Murphy Doolan (윌밍턴, NC)입니다.

이 인정은 Forbes의 아홉 번째 연례 순위의 일환으로, 총 2,400명의 여성 고문이 3.6조 달러의 자산을 관리하고 있습니다. 선정 과정은 인터뷰, 준수 기록 및 수익 창출을 포함한 정성적 및 정량적 기준을 기반으로 한 포괄적인 평가를 포함합니다.

UBS a annoncé que cinq conseillers financiers de son marché de gestion de patrimoine de l'Atlantique Sud ont été reconnus dans la liste 2025 Forbes Top Women Wealth Advisors Best-in-State. Les conseillers honorés sont Mary Stiles-Hendler (Bethesda, MD), Candace Cline et Ellen Rankin (Charlotte, NC), Tracy Collins (Norfolk, VA) et Andrea Murphy Doolan (Wilmington, NC).

Cette reconnaissance fait partie du neuvième classement annuel de Forbes, qui présente 2 400 conseillères qui gèrent collectivement 3,6 billions de dollars d'actifs. Le processus de sélection implique une évaluation complète basée sur des critères qualitatifs et quantitatifs, y compris des entretiens, des dossiers de conformité et la génération de revenus pour leurs entreprises.

UBS hat bekannt gegeben, dass fünf Finanzberater aus ihrem Markt für Vermögensverwaltung im Südatlantik auf der Liste 2025 Forbes Top Women Wealth Advisors Best-in-State anerkannt wurden. Die geehrten Berater sind Mary Stiles-Hendler (Bethesda, MD), Candace Cline und Ellen Rankin (Charlotte, NC), Tracy Collins (Norfolk, VA) und Andrea Murphy Doolan (Wilmington, NC).

Diese Anerkennung ist Teil der neunten jährlichen Rangliste von Forbes, die 2.400 weibliche Beraterinnen umfasst, die gemeinsam 3,6 Billionen Dollar an Vermögenswerten verwalten. Der Auswahlprozess umfasst eine umfassende Bewertung auf der Grundlage qualitativer und quantitativer Kriterien, einschließlich Interviews, Compliance-Aufzeichnungen und Umsatzgenerierung für ihre Firmen.

Positive
  • Recognition of five UBS advisors demonstrates strong wealth management capabilities
  • Advisors contribute to $3.6 trillion total managed assets across the Forbes list
Negative
  • None.

WASHINGTON--(BUSINESS WIRE)-- UBS today announced that five advisors in the firm’s South Atlantic Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.

The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

“It is incredibly gratifying to see our advisors acknowledged nationally. These advisors are some of the best in the business and we applaud each of them for this prestigious industry recognition,” said Jake Shine, South Atlantic Market Executive at UBS.

The advisors named to the list are:

Bethesda, MD:
Mary Stiles-Hendler

Charlotte, NC:
Candace Cline
Ellen Rankin

Norfolk, VA:
Tracy Collins

Wilmington, NC:
Andrea Murphy Doolan

The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage $3.6 trillion in assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

For the full list and further information, visit: https://www.forbes.com/lists/best-in-state-women-advisors/

About UBS
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 5.7 trillion dollars of invested assets as per fourth 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).

https://www.ubs.com 

© 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.

Scott Gamm

Strategy Voice Associates

scott@strategyvoiceassociates.com

Source: UBS

FAQ

How many UBS advisors were named to the 2025 Forbes Top Women Wealth Advisors list from the South Atlantic region?

Five UBS advisors from the South Atlantic Wealth Management Market were named to the 2025 Forbes list.

What is the total asset value managed by advisors on the 2025 Forbes Top Women Wealth Advisors list?

The advisors on the list collectively manage $3.6 trillion in assets.

Which UBS advisors from Charlotte, NC were recognized on the 2025 Forbes list?

Candace Cline and Ellen Rankin from Charlotte, NC were recognized on the list.

What criteria were used to select advisors for the 2025 Forbes Top Women Wealth Advisors list?

The selection was based on qualitative and quantitative criteria, including phone and in-person interviews, compliance records, and revenue generated for their firms.

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