Seven UBS advisor teams in Arizona named to the Forbes Best-in-State Wealth Management Teams 2024 list

Rhea-AI Summary

UBS Wealth Management USA announced that seven financial advisor teams in Arizona have been named to the Forbes Best-In-State Wealth Management Teams list for 2024. The teams are based in Phoenix, Tucson, and Scottsdale. The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion.

PHOENIX--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that seven of the firm’s financial advisor teams in Arizona have been named to the Forbes Best-In-State Wealth Management Teams list for 2024. Four of the teams are based in Phoenix, two are in Tucson, and one is in Scottsdale.

“Our advisor teams develop comprehensive financial plans and tailored financial solutions to meet clients’ individual needs and goals, leading to strong, lasting relationships,” said Shawn Bernhard, Arizona Market Director at UBS Wealth Management USA. “We are proud that our advisor teams here in Arizona, as well as many others across the US, have received this prestigious industry recognition.”

The UBS wealth management teams named to the list in Arizona are:

Phoenix

The Schultz Group, ranked #1 in the state, includes Financial Advisors Steven Schultz, Stockton Schultz, and Justin Low. A multi-generational team, The Schultz Group is committed to this generation and the next as they specialize in working with families for retirement planning, sustainable investing, and legacy planning.

The Biltmore Financial Group, ranked #12, up three places from last year, includes Financial Advisors Scott Murray, Michael Bell, Ty Tibshraeny, Arnold Alpert, T. Ryan Moore, and Geoff Moore. Together, they take a team-based approach, focusing on personalized service to provide goal-based planning and investment management for multi-generational families.

Mountain View Wealth Management, ranked #30, includes Financial Advisors Anthony Bebbington and Dipen Patel, who have a long list of recognitions for the individualized work they do with clients.

The Choy Group, ranked #49, is led by Financial Advisor Peter Choy. The team concentrates on developing long-term relationships through a commitment to quality client service to become their clients’ primary source of financial advice.

Tucson

M&A Wealth Management, #47, includes Financial Advisors Jonathan Mitchell and Nicolas Abdy, who partner with their clients to help them grow, preserve and pass on their wealth.

Rottenstein Wealth Management and Consulting, #66 in the state, is a father-son team led by Financial Advisors Myron Rottenstein and Aaron Rottenstein. Aaron and Myron are UBS Institutional Consultants, empowering them to work as fiduciaries with some of UBS's largest and most sophisticated clients.

Scottsdale

Pope and Watson Wealth Management, #71, includes Financial Advisors Jennifer Pope and Scott Watson. In addition to their recognition as a team, Jennifer and Scott have also individually been recognized for their dedication to clients. Jennifer has been recognized twice to the Forbes Top Women Wealth Advisors list (2020, 2023) and Scott has been named to the Forbes Top Next-Gen Advisors list (2019).

Additionally, two Arizona-based advisors who work with teams in other states have also been named to the Forbes list. Ethos Wealth Advisors, which includes Phoenix-based advisor Jeoffrey Wasson, was ranked the #4 team in Nevada. West Coast Wealth Management, which includes Scottsdale-based advisor Owen Sweeney, was ranked #30 in Washington state.

The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.

For the full list and further information, visit www.forbes.com/lists/wealth-management-teams-best-in-state.

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 5.5 trillion dollars of invested assets as per second 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 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© 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/20240206070088/en/

Media Contact:

Beth Walsh

858-254-2845

beth@clearpointagency.com

https://www.ubs.com

Source: UBS

FAQ

Which financial advisor team in Arizona was ranked #1 in the state?

The Schultz Group, including Financial Advisors Steven Schultz, Stockton Schultz, and Justin Low, was ranked #1 in the state.

Who is the Arizona Market Director at UBS Wealth Management USA?

Shawn Bernhard is the Arizona Market Director at UBS Wealth Management USA.

How many financial advisor teams from Arizona were named to the Forbes Best-In-State Wealth Management Teams list?

Seven financial advisor teams from Arizona were named to the list.

What is the total cumulative assets of the teams featured in the Forbes Best-In-State Wealth Management Teams list?

The teams featured in the list have cumulative assets of $5.1 trillion.

Where can I find the full list and further information about the Forbes Best-In-State Wealth Management Teams?

For the full list and further information, visit www.forbes.com/lists/wealth-management-teams-best-in-state.