Nine UBS Advisors in the South Atlantic Wealth Management Market Named to the Barron’s Top 1200 Financial Advisors List
UBS has announced that nine financial advisors from its South Atlantic Wealth Management Market have been recognized in Barron's Top 1200 Financial Advisors list for 2025. Notable achievements include Greg Cash and Mitchell Wickham of Wickham Cash Partners securing the #1 and #2 positions respectively in North Carolina.
The recognized advisors are distributed across key locations: Charlotte NC (Greg Cash, Mitchell Wickham, Kevin Moran, Juan Sandoval), Greenville SC (Bert Arrowood, W. Clark Gallivan), Raleigh NC (Michael Lappin, Bill Smith), and Richmond VA (Scott Garnett). The rankings were determined based on multiple criteria including revenue production, assets under management, practice quality, and regulatory record.
UBS ha annunciato che nove consulenti finanziari del suo mercato di Wealth Management del Sud Atlantico sono stati riconosciuti nella lista dei Top 1200 Consulenti Finanziari di Barron per il 2025. Tra i risultati notevoli, Greg Cash e Mitchell Wickham di Wickham Cash Partners hanno conquistato rispettivamente le posizioni #1 e #2 nella Carolina del Nord.
I consulenti riconosciuti sono distribuiti in diverse località chiave: Charlotte NC (Greg Cash, Mitchell Wickham, Kevin Moran, Juan Sandoval), Greenville SC (Bert Arrowood, W. Clark Gallivan), Raleigh NC (Michael Lappin, Bill Smith) e Richmond VA (Scott Garnett). Le classifiche sono state determinate in base a molteplici criteri, tra cui produzione di fatturato, attivi sotto gestione, qualità della pratica e record normativo.
UBS ha anunciado que nueve asesores financieros de su mercado de Wealth Management del Atlántico Sur han sido reconocidos en la lista de los 1200 Mejores Asesores Financieros de Barron para 2025. Logros notables incluyen a Greg Cash y Mitchell Wickham de Wickham Cash Partners, quienes aseguraron las posiciones #1 y #2 respectivamente en Carolina del Norte.
Los asesores reconocidos están distribuidos en ubicaciones clave: Charlotte NC (Greg Cash, Mitchell Wickham, Kevin Moran, Juan Sandoval), Greenville SC (Bert Arrowood, W. Clark Gallivan), Raleigh NC (Michael Lappin, Bill Smith) y Richmond VA (Scott Garnett). Las clasificaciones se determinaron en base a múltiples criterios, incluyendo producción de ingresos, activos bajo gestión, calidad de la práctica y récord regulatorio.
UBS는 자사의 남부 대서양 자산 관리 시장에서 아홉 명의 재정 고문이 2025년 Barron의 1200대 재정 고문 목록에 선정되었다고 발표했습니다. 주목할 만한 성과로는 Greg Cash와 Mitchell Wickham이 각각 노스캐롤라이나에서 1위와 2위에 올랐습니다.
인정받은 고문들은 주요 위치에 분포되어 있습니다: Charlotte NC (Greg Cash, Mitchell Wickham, Kevin Moran, Juan Sandoval), Greenville SC (Bert Arrowood, W. Clark Gallivan), Raleigh NC (Michael Lappin, Bill Smith), Richmond VA (Scott Garnett). 순위는 수익 생산, 관리 자산, 실무 품질 및 규제 기록 등 여러 기준에 따라 결정되었습니다.
UBS a annoncé que neuf conseillers financiers de son marché de gestion de patrimoine de l'Atlantique Sud ont été reconnus dans la liste des 1200 meilleurs conseillers financiers de Barron pour 2025. Parmi les réalisations notables, Greg Cash et Mitchell Wickham de Wickham Cash Partners ont respectivement obtenu les positions #1 et #2 en Caroline du Nord.
Les conseillers reconnus sont répartis dans des lieux clés : Charlotte NC (Greg Cash, Mitchell Wickham, Kevin Moran, Juan Sandoval), Greenville SC (Bert Arrowood, W. Clark Gallivan), Raleigh NC (Michael Lappin, Bill Smith) et Richmond VA (Scott Garnett). Les classements ont été déterminés en fonction de plusieurs critères, notamment la production de revenus, les actifs sous gestion, la qualité de la pratique et le dossier réglementaire.
UBS hat bekannt gegeben, dass neun Finanzberater aus ihrem Wealth Management-Markt im südlichen Atlantik in der Liste der Top 1200 Finanzberater von Barron für 2025 anerkannt wurden. Bemerkenswerte Erfolge sind Greg Cash und Mitchell Wickham von Wickham Cash Partners, die die Plätze #1 und #2 in North Carolina belegen.
Die anerkannten Berater sind an wichtigen Standorten verteilt: Charlotte NC (Greg Cash, Mitchell Wickham, Kevin Moran, Juan Sandoval), Greenville SC (Bert Arrowood, W. Clark Gallivan), Raleigh NC (Michael Lappin, Bill Smith) und Richmond VA (Scott Garnett). Die Rankings wurden auf der Grundlage mehrerer Kriterien wie Umsatzproduktion, verwaltete Vermögenswerte, Praxisqualität und regulatorische Aufzeichnungen ermittelt.
- Nine UBS advisors recognized in prestigious Barron's Top 1200 list, demonstrating strong market presence
- Two UBS advisors secured #1 and #2 positions in North Carolina, showing market leadership
- None.
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.
“This national recognition is a testament to the hard work and dedication that each of these advisors embody on a daily basis. We congratulate them for this significant industry achievement,” said Jake Shine, South Atlantic Market Executive at UBS.
Among those recognized, UBS advisors Greg Cash and Mitchell Wickham of Wickham Cash Partners ranked No. 1 and No. 2, respectively, in
The advisors named to the list are:
Greg Cash
Mitchell Wickham
Kevin Moran
Juan Sandoval
Bert Arrowood
W. Clark Gallivan
Michael Lappin
Bill Smith
Scott Garnett
The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.
For the full list and further information, visit: https://www.barrons.com/advisor/report/top-financial-advisors/1000
Notes to Editors
About UBS
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Media Contact:
Scott Gamm
Strategy Voice Associates
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Source: UBS
FAQ
How many UBS advisors from the South Atlantic region made Barron's Top 1200 list in 2025?
Who are the top-ranked UBS advisors in North Carolina for 2025?
What criteria were used to compile Barron's Top 1200 Financial Advisors list?
Which cities in the South Atlantic region had UBS advisors make the Barron's list?
