Four UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List
UBS announced that four advisors in its Philadelphia D.C. Wealth Management Market have been named to the 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State List. The recognized advisors are:
- Charlie Anderson (Bethesda, MD) - Specializes in financial planning, investment management, and estate planning
- John Uehling (Newtown, PA) - Provides wealth management services for families, high net worth individuals, and business owners
- Nick Francia (Washington, D.C.) - Advises business owners on tax-efficient exit strategies, focusing on Employee Stock Ownership Plan transactions
- Kayvon Sarmadi (Washington, D.C.) - Advises business owners on wealth and investment management, complex business transactions, and managing alternative investments
Both Francia and Sarmadi were also named to the 2024 Forbes America's Top Next-Gen Wealth Advisors list. The Forbes/SHOOK Top Next-Gen Advisors Best-in-State list includes 1,621 professionals managing $2.8 trillion in assets.
UBS ha annunciato che quattro consulenti nel suo mercato di Wealth Management di Philadelphia D.C. sono stati nominati per la lista 2024 dei migliori consulenti patrimoniali emergenti di Forbes. I consulenti riconosciuti sono:
- Charlie Anderson (Bethesda, MD) - Specializzato in pianificazione finanziaria, gestione degli investimenti e pianificazione patrimoniale
- John Uehling (Newtown, PA) - Fornisce servizi di gestione patrimoniale per famiglie, individui ad alto reddito e imprenditori
- Nick Francia (Washington, D.C.) - Consiglia imprenditori su strategie di uscita fiscali efficienti, con focus sulle transazioni legate ai piani di partecipazione azionaria dei dipendenti
- Kayvon Sarmadi (Washington, D.C.) - Consiglia imprenditori su gestione patrimoniale e investimenti, transazioni commerciali complesse e gestione di investimenti alternativi
Francia e Sarmadi sono stati inoltre nominati per la lista 2024 dei migliori consulenti patrimoniali emergenti d'America di Forbes. La lista Forbes/SHOOK dei migliori consulenti emergenti include 1.621 professionisti che gestiscono 2,8 trilioni di dollari in attivi.
UBS anunció que cuatro asesores en su mercado de Gestión de Patrimonio de Filadelfia D.C. han sido nombrados para la lista de los Mejores Asesores de Patrimonio de la Próxima Generación en el Estado de Forbes 2024. Los asesores reconocidos son:
- Charlie Anderson (Bethesda, MD) - Especializado en planificación financiera, gestión de inversiones y planificación patrimonial
- John Uehling (Newtown, PA) - Proporciona servicios de gestión de patrimonio para familias, individuos de alto patrimonio y propietarios de negocios
- Nick Francia (Washington, D.C.) - Asesora a propietarios de negocios sobre estrategias de salida fiscalmente eficientes, enfocándose en transacciones de Plan de Propiedad Accionaria para Empleados
- Kayvon Sarmadi (Washington, D.C.) - Asesora a propietarios de negocios sobre gestión de patrimonio e inversiones, transacciones comerciales complejas y gestión de inversiones alternativas
Tanto Francia como Sarmadi también fueron nombrados en la lista de los Mejores Asesores de Patrimonio de América de la Próxima Generación de Forbes 2024. La lista de Asesores de la Próxima Generación de Forbes/SHOOK incluye a 1,621 profesionales que gestionan 2.8 billones de dólares en activos.
UBS는 필라델피아 D.C. 자산 관리 시장의 네 명의 자문가가 2024년 포브스 차세대 베스트 자산관리사 주(州) 목록에 선정되었다고 발표했습니다. 인정받은 자문가는:
- Charlie Anderson (베세스다, MD) - 재정 계획, 투자 관리 및 유산 계획 전문
- John Uehling (뉴타운, PA) - 가족, 고소득 개인 및 사업체 소유자를 위한 자산 관리 서비스 제공
- Nick Francia (워싱턴 D.C.) - 사업주에게 세금 효율적인 퇴직 전략을 자문하며, 직원 주식 소유 계획 거래에 중점
- Kayvon Sarmadi (워싱턴 D.C.) - 사업주에게 자산 및 투자 관리, 복잡한 비즈니스 거래 및 대체 투자 관리에 대해 자문
Francia와 Sarmadi는 또한 2024년 포브스 미국 차세대 자산 관리사 목록에 이름을 올렸습니다. 포브스/SHOOK 차세대 자산 관리사 주(州) 목록에는 2.8 조 달러의 자산을 관리하는 1,621명의 전문가가 포함되어 있습니다.
UBS a annoncé que quatre conseillers de son marché de gestion de patrimoine de Philadelphie D.C. ont été nommés dans la liste 2024 des meilleurs conseillers en patrimoine de la prochaine génération selon Forbes. Les conseillers reconnus sont :
- Charlie Anderson (Bethesda, MD) - Spécialiste en planification financière, gestion d'investissements et planification successorale
- John Uehling (Newtown, PA) - Fournit des services de gestion de patrimoine pour les familles, les individus à fort potentiel financier et les propriétaires d'entreprises
- Nick Francia (Washington, D.C.) - Conseille les propriétaires d'entreprises sur des stratégies de sortie fiscalement avantageuses, en mettant l'accent sur les transactions de plans d'actionnariat des employés
- Kayvon Sarmadi (Washington, D.C.) - Conseille les propriétaires d'entreprises sur la gestion de patrimoine et d'investissements, les transactions commerciales complexes et la gestion des investissements alternatifs
Tant Francia que Sarmadi ont également été nommés dans la liste 2024 des meilleurs conseillers en patrimoine de la prochaine génération d'Amérique par Forbes. La liste Forbes/SHOOK des meilleurs conseillers de la prochaine génération comprend 1 621 professionnels gérant 2,8 trillions de dollars d'actifs.
UBS hat bekannt gegeben, dass vier Berater aus dem Wealth Management-Markt in Philadelphia D.C. in die Liste der 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State aufgenommen wurden. Die anerkannten Berater sind:
- Charlie Anderson (Bethesda, MD) - Spezialisiert auf Finanzplanung, Anlageverwaltung und Nachlassplanung
- John Uehling (Newtown, PA) - Bietet Vermögensverwaltungsdienste für Familien, wohlhabende Einzelpersonen und Geschäftsinhaber an
- Nick Francia (Washington, D.C.) - Berät Geschäftsinhaber zu steuerlich effizienten Ausstiegsstrategien und konzentriert sich auf Transaktionen im Rahmen von Mitarbeiterbeteiligungsplänen
- Kayvon Sarmadi (Washington, D.C.) - Berät Geschäftsinhaber in Bezug auf Vermögens- und Anlageverwaltung, komplexe Geschäftsabschlüsse und Management alternativer Investments
Sowohl Francia als auch Sarmadi wurden zudem in die Liste der Top Next-Gen Wealth Advisors von Forbes 2024 für Amerika aufgenommen. Die Forbes/SHOOK Liste der besten Next-Gen-Berater umfasst 1.621 Fachleute, die 2,8 Billionen Dollar an Vermögenswerten verwalten.
- Four UBS advisors recognized in the prestigious 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State List
- Two advisors (Nick Francia and Kayvon Sarmadi) also named to the 2024 Forbes America's Top Next-Gen Wealth Advisors list
- Recognition demonstrates UBS's success in developing next-generation financial advisors
- None.
“Developing the next generation of financial advisors is a top priority for our team and it’s incredibly exciting to see so many of our advisors recognized nationally for their professional achievements,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “On behalf of myself and the UBS leadership team, we congratulate each of these advisors for this prestigious industry recognition and we look forward to watching their careers flourish.”
The advisors named to the list are:
Charlie Anderson of The Boyle Anderson Group advises clients on all aspects of financial planning, investment management and estate planning. Charlie joined UBS in 2015 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Certified Private Wealth Advisor® (CPWA®) designations.
John Uehling of Uehling Wealth Management provides wealth management services for families, high net worth individuals and business owners. He joined UBS in 2014 after holding roles at Delaware Investments and Merrill Lynch and is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Nick Francia of The Capital ESOP Group advises business owners on tax-efficient exit strategies, with a particular focus on Employee Stock Ownership Plan transactions. Nick joined UBS in 2011 and holds the Certified Exit Planning Advisor (CEPA®) designation. Nick was also named to the 2024 Forbes America’s Top Next-Gen Wealth Advisors list.
Kayvon Sarmadi of Orchard Gate Partners advises business owners on all aspects of wealth and investment management. He also works with entrepreneurs on complex business transactions and managing alternative investments. He joined UBS in 2010 and holds the Certified Exit Planning Advisor (CEPA®). Kayvon was also named to the 2024 Forbes America’s Top Next-Gen Wealth Advisors list.
The Forbes/SHOOK Top Next-Gen Advisors Best-in-State list is comprised of 1,621 professionals who collectively manage
For the full list and further information, visit: https://www.forbes.com/sites/rjshook/2024/08/08/methodology-americas-top-next-gen-wealth-advisors-2024/
Notes to Editors
About UBS
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Source: UBS
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