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Six UBS Advisor Teams in the Atlanta Area Named to the Forbes Best-In-State Wealth Management Teams List
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UBS Wealth Management USA announced that six advisor teams in its Southeast Wealth Management Market have been recognized in the Forbes Best-In-State Wealth Management Teams list for 2023. This accolade highlights the teams' commitment to client service and excellence. The advisors leverage UBS's comprehensive capabilities to deliver tailored financial advice. The named teams are Bridgeline Wealth Management, Compass Financial Advisors, Harbor View Wealth Management, The 770 Group, The Stephenson/Baun Wealth Management Group, and OakRing Wealth Partners. The ranking, developed by SHOOK Research, evaluates over 2,800 teams with nearly $4 trillion in assets.
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Recognition of six UBS advisor teams in the Forbes Best-In-State Wealth Management Teams list for 2023.
Demonstrates UBS's commitment to excellence and client service in wealth management.
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ATLANTA--(BUSINESS WIRE)--
UBS Wealth Management USA announced today that six advisor teams in the firm’s Southeast Wealth Management Market have been named to the Forbes Best-In-State Wealth Management Teams list for 2023.
“Congratulations to these advisors and their teams on this industry achievement,” said Robert Tamarkin, Southeast Market Director at UBS Wealth Management USA. “Together, they leverage the full spectrum of UBS’s capabilities to provide their clients with holistic financial advice and personalized services.”
“These advisors and their teams exemplify the highest standards of integrity, professionalism and commitment to their clients, and it’s truly gratifying to see them acknowledged for their success and long-standing dedication to clients,” added Sterling Zerbe, Southeast Market Director at UBS Wealth Management USA.
The Wealth Management teams named to the list in the UBS Southeast Market include:
OakRing Wealth Partners: David Saltzman, Kevin Haynes, Kevin Townsend King, Peter Stephen Knoop II, Nicklus Caplenor(Alpharetta, GA)
The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 2,800 teams with cumulative assets of roughly $4 trillion. The ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative criteria, including telephone, virtual and in-person interviews.
About UBS UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
