Sixteen UBS Financial Advisors in Arizona Named to Forbes Best-in-State Wealth Advisors List

Rhea-AI Summary

UBS announced that 16 of its financial advisors in Arizona made the Forbes Best-in-State Wealth Advisors list for 2024. In particular, Steven Schultz was ranked #1 in Arizona and #85 nationally. The list includes advisors from Phoenix and Tucson, managing nearly $13.5 trillion in client assets. The rankings are based on quantitative and qualitative data compiled by SHOOK Research.

Positive

• Sixteen UBS financial advisors in Arizona were named to the Forbes Best-in-State Wealth Advisors list for 2024.

• Steven Schultz was ranked #1 in Arizona and #85 nationally on the Best-in-State list.

• The advisors collectively manage nearly $13.5 trillion in client assets.

• The rankings are based on quantitative and qualitative data, including interviews, financial data, and compliance records.

Negative

• None.

Phoenix-based advisor Steven Schultz ranked #1 in Arizona and #85 nationally

PHOENIX--(BUSINESS WIRE)-- UBS announced today that 16 of its financial advisors in Arizona have been named to the Forbes Best-in-State Wealth Advisors list for 2024. Additionally, Steven Schultz, an advisor in the firm’s Phoenix office, ranked #1 in Arizona on the Best-in-State list, and was also named to the Forbes America's Top Wealth Advisors list for 2024, ranking #85 nationally.

“On behalf of our entire team, I extend sincere congratulations to each of these talented financial advisors and I’m incredibly proud to see them recognized for their outstanding accomplishments,” said Shawn Bernhard, Market Director for UBS in Arizona. “Their tireless dedication, industry expertise and unwavering commitment to providing excellent service helps UBS clients achieve their life aspirations through tailored financial advice.”

The advisors in Arizona named to the 2024 Forbes Best-in-State Wealth Advisors list include:

Phoenix	Scottsdale
Steven Schultz	Susan Bailey
Anthony Bebbington, CFP®, CIMA®	Kirk M. Johnson
Peter Y. Choy, AIF®, CRPS™, CRPC™	Richard Schneider, CFP®
Brad Howell, CLU®, ChFC®, CFP®	Jennifer Lucovich
Drew Kliber	Scott MacDonald, CPWA®, UBS Private Wealth
Justin Low
T. Ryan Moore, CFP®, CEPA®	Tucson
Stockton Schultz	Matthew Meyer
Lawrence Fann	Aaron Rottenstein, CFP®, CIMA®

The 2024 Forbes/SHOOK Best-in-State Wealth Advisors sixth annual list is comprised of 8,507 wealth advisors, collectively managing nearly $13.5 trillion in client assets. The 250 financial professionals featured on the 2024 Forbes/SHOOK America’s Top Wealth Advisors list collectively manage nearly $1.5 trillion in assets. The rankings, compiled by SHOOK Research, use quantitative and qualitative data, including interviews, financial data, and compliance records, to rank candidates nominated by their firms.

For the full Best-in-State list, visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/

For the full Top Wealth Advisors list, visit: https://www.forbes.com/lists/top-wealth-advisors/

Notes to Editors

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 markets 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/20240513870750/en/

Beth Walsh

858-254-2845

beth@clearpointagency.com

https://www.ubs.com

Source: UBS

FAQ

How many UBS financial advisors in Arizona were named to the Forbes Best-in-State Wealth Advisors list for 2024?

Sixteen UBS financial advisors in Arizona were named to the Forbes Best-in-State Wealth Advisors list for 2024.

Who was ranked #1 in Arizona on the Best-in-State list?

Steven Schultz was ranked #1 in Arizona on the Best-in-State list.

How many financial advisors were named to the Forbes America's Top Wealth Advisors list for 2024?

250 financial professionals were named to the Forbes America's Top Wealth Advisors list for 2024.

What is the total client assets managed by the advisors on the 2024 Forbes Best-in-State Wealth Advisors list?

The advisors collectively manage nearly $13.5 trillion in client assets.

How are the rankings compiled for the Forbes Best-in-State Wealth Advisors list?

The rankings are compiled by SHOOK Research using quantitative and qualitative data, including interviews, financial data, and compliance records.