Four UBS Financial Advisors in Pacific Desert Market Named to Barron’s Top 1200 Financial Advisors List

Rhea-AI Summary

UBS announced that four financial advisors in its Pacific Desert Market have been named to the Barron's Top 1200 Financial Advisors list for 2024. The recognized advisors are:

• Matt Megorden (Honolulu) - Ranked #1 in Hawaii for the fifth consecutive year
• Steven Schultz (Phoenix) - Ranked #3 in Arizona
• Brad Howell (Phoenix) - Ranked #26 in Arizona
• Braydon Hamilton (San Diego)

These advisors have also been recognized on other prestigious lists, including Forbes Best-in-State Wealth Advisors. Justin Frame, Pacific Desert Market Executive at UBS Wealth Management USA, praised their professionalism and commitment to client service. The rankings are based on factors such as assets under management, revenue, regulatory record, and quality of practice.

Positive

• Four UBS financial advisors recognized in Barron's Top 1200 Financial Advisors list for 2024
• Matt Megorden ranked #1 in Hawaii for the fifth consecutive year
• Steven Schultz ranked #3 in Arizona and #1 on Forbes Best-in-State list for 2024
• Multiple advisors recognized on Forbes Best-in-State Wealth Advisors lists

Negative

• None.

NEWPORT BEACH, Calif.--(BUSINESS WIRE)-- UBS announced today that four financial advisors in the firm’s Pacific Desert Market, which includes part of Southern California as well as Arizona and Hawaii, have been named to the Barron’s Top 1200 Financial Advisors list for 2024. The advisors named to the list include Steven Schultz and Brad Howell in Arizona, Braydon Hamilton in San Diego, and Matt Megorden in Honolulu, who was ranked the top advisor (#1) in Hawaii.

“It is exciting to see these advisors again recognized for their professionalism and commitment to providing unparalleled client service,” said Justin Frame, Pacific Desert Market Executive at UBS Wealth Management USA. “They exhibit deep industry knowledge and a passion for helping clients achieve what matters most to them through tailored financial advice. On behalf of our entire team, I extend heartfelt congratulations to each of them.”

Matt Megorden, CFP®, CIMA®, Private Wealth Advisor in the UBS Honolulu office, is ranked #1 in Hawaii; this is his fifth year in a row being recognized on the Barron’s list. He also appeared on the Forbes Best-in-State Wealth Advisors lists in 2023 and 2024. Matt has built a successful business largely focused on high-net-worth entrepreneurs, as well as executives in the technology sector. He supports clients by organizing and managing finance and investment-related matters – for now and the future. Every family is different, and Matt leverages UBS’s resources to meet his clients’ unique needs as their lives and families evolve.

Steven Schultz, #3 on the Barron’s list for Arizona, is an advisor in the firm’s Phoenix office and this is the ninth time he has appeared on the Barron’s top 1200 list. He also ranked #1 in Arizona on the Forbes Best-in-State list for 2024, and was recognized nationally as one of the top 250 advisors in the country on the Forbes America's Top Wealth Advisors list for 2024. Steve has been a financial advisor since 1981 and a Portfolio Manager since 2000, focused on helping clients with aspirations including education funding and structures for charitable giving. He is committed to delivering professional investment management and building personal relationships with clients.

Brad Howell, CLU®, ChFC®, CFP®, also based in the Phoenix office, ranked #26 in Arizona on the Barron’s top 1200 list. Additionally, he has been recognized on the Forbes Best-in-State Wealth Advisors list for the past five consecutive years (2020-2024). With over 22 years of industry experience, Brad provides financial services and highly personalized wealth management advice, covering comprehensive financial planning for individuals, families, and companies with over $2 million in investable assets.

Braydon Hamilton, CFP®, CIMA®, is a Private Wealth Advisor in UBS’s La Jolla office and has been named to the Barron’s lists in both 2023 and 2024, in addition to appearing five times on the Forbes Best-in-State Wealth Advisor list (2020-2024). As a Certified Financial Planner and Certified Investment Management Analyst, Braydon possesses strengths in the areas of financial planning and equity portfolio analysis. His 20 years of experience, along with his post-graduate work at the Wharton School of Business, enable him to assess a wide range of investment options to help clients build diversified portfolios customized to each investor’s unique financial plan.

The Barron’s 2024 Top 1200 Financial Advisors rankings are based on data provided by around 6,000 of the nation's most productive advisors. The rankings are based on a variety of factors, including assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

For the full list and further information, please visit: https://www.barrons.com/advisor/report/top-financial-advisors/.

Notes to Editors: photos available upon request

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 2024. 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/20240723648877/en/

Media Contact:

Beth Walsh

858-254-2845

beth@clearpointagency.com

Source: UBS

FAQ

How many UBS financial advisors from the Pacific Desert Market were named to Barron's Top 1200 Financial Advisors list for 2024?

Four UBS financial advisors from the Pacific Desert Market were named to Barron's Top 1200 Financial Advisors list for 2024.

Who was ranked as the top advisor in Hawaii on the Barron's list for UBS in 2024?

Matt Megorden, a Private Wealth Advisor in the UBS Honolulu office, was ranked as the top advisor (#1) in Hawaii on the Barron's Top 1200 Financial Advisors list for 2024.

What was Steven Schultz's ranking on the Barron's list for Arizona in 2024?

Steven Schultz was ranked #3 on the Barron's Top 1200 Financial Advisors list for Arizona in 2024.

How many times has Brad Howell from UBS been recognized on the Forbes Best-in-State Wealth Advisors list?

Brad Howell has been recognized on the Forbes Best-in-State Wealth Advisors list for five consecutive years, from 2020 to 2024.