Thirty-three UBS Financial Advisors in Southern California and Hawaii named to Forbes Best-in-State Wealth Advisors list

Rhea-AI Summary

UBS Wealth Management USA announced that 33 financial advisors from Southern California and Hawaii were named to the 2024 Forbes Best-In-State Wealth Advisors list. The advisors are spread across San Diego (14 advisors), Orange County (16 advisors), Inland Empire (1 advisor), and Hawaii (2 advisors). This recognition highlights the advisors' commitment to strategic financial planning and personalized guidance. The Forbes/SHOOK Best-in-State Wealth Advisors list ranks 8,507 advisors managing nearly $13.5 trillion in client assets, based on quantitative and qualitative data.

Positive

• 33 UBS financial advisors recognized in the 2024 Forbes Best-In-State Wealth Advisors list.
• Advisors are located in key regions: San Diego, Orange County, Inland Empire, and Hawaii.
• Recognition underscores advisors' commitment to strategic financial planning and personalized guidance.
• Forbes/SHOOK list includes 8,507 advisors managing nearly $13.5 trillion in client assets.

Negative

• No specific financial performance data or client metrics are provided.
• The recognition, while prestigious, does not guarantee improved financial outcomes or client satisfaction.
• Risks of potential over-reliance on awards and recognitions without concrete performance metrics.

SAN DIEGO & NEWPORT BEACH, Calif. & HONOLULU--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that 33 financial advisors based in the Southern California and Hawaiian areas of the firm’s Pacific Desert Market have been named to the Forbes Best-In-State Wealth Advisors list for 2024. Of the advisors recognized, 14 are based in San Diego, 16 are in Orange County, one is in the Inland Empire and two are in Hawaii.

“I’m proud to see so many of our skilled financial advisors recognized for their commitment to going above and beyond for clients, and I want to congratulate each of them,” said Justin Frame, Pacific Desert Market Executive, UBS Wealth Management USA. “This achievement underscores the professionalism and dedication of our advisors. With strategic financial planning, personalized guidance, and genuine support for families, UBS advisors help clients navigate complex financial landscapes and pursue their long-term goals and aspirations.”

The Advisors named to the 2024 Forbes Best-in-State Wealth Advisors list include:
Carmel Valley, CA	Newport Beach, CA	San Diego, CA
Jeffrey Adams	James Axelson	Blair Cannon
Steven DeMatteo	Blake Foster	Candice Gleeson
	Marc Foster	Thomas Krumenacker
Irvine, CA	Brian Gooding	Courtney Liddy
James Chiate	Michael Miremadi	Bryan Thompson
Anthony Guinane		Earl Thompson
Sasha Kottmeier	Newport Center, CA
Christopher R. Price	Thomas Podmajersky	Rancho Bernardo, CA
	Barry Porter	Brad Hyldahl
La Jolla, CA	Lynne Sebastian
Brian Donaldson	Nicholas Villasenor	Riverside, CA
Andrew Galewski	Ed Levin	Scott Morris
Braydon Hamilton	Jeffery Hamilton
Stephen LaFata	James C. Riley	Honolulu, Hawaii
Christopher Radici		Daniel Shiu
		Matthew Megorden

The 2024 Forbes/SHOOK Best-in-State Wealth Advisors list is comprised of 8,507 Advisors across the country, collectively managing nearly $13.5 trillion in client assets. The ranking, compiled by SHOOK Research, uses quantitative and qualitative data, including interviews, financial data, and compliance records, to rank advisors.

For the full list, visit: https://www.forbes.com/lists/best-in-state-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/20240515466709/en/

Beth Walsh

858-254-2845

beth@clearpointagency.com

https://www.ubs.com

Source: UBS

FAQ

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

33 UBS financial advisors were named to the 2024 Forbes Best-In-State Wealth Advisors list.

Which regions do the recognized UBS financial advisors serve?

The recognized UBS financial advisors serve San Diego, Orange County, Inland Empire, and Hawaii.

What is the significance of the Forbes Best-In-State Wealth Advisors list for UBS?

The list highlights UBS advisors' commitment to strategic financial planning and personalized guidance.

How many advisors are included in the 2024 Forbes Best-In-State Wealth Advisors list?

The 2024 Forbes Best-In-State Wealth Advisors list includes 8,507 advisors.

How much client assets do the advisors on the Forbes Best-In-State Wealth Advisors list manage collectively?

The advisors on the Forbes Best-In-State Wealth Advisors list collectively manage nearly $13.5 trillion in client assets.