Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40
UBS has announced that three financial advisors from its Pacific Desert Market areas have been named to the Financial Planning Top 40 Brokers Under 40 listing for 2025. The firm secured 12 of the 40 top spots nationwide.
The recognized advisors include:
- Stockton Schultz (Phoenix) - ranked 25th, age 36
- Bryan Thompson (San Diego) - ranked 28th, age 39
- Scott MacDonald (Scottsdale) - ranked 30th, age 39, specializing in ultra-high-net-worth clients
The 2025 Top 40 Brokers Under 40 collectively generated over $215 million in annual revenue, up from $207 million last year. The average broker on the list generated approximately $5.4 million annually, maintaining similar levels to the previous year.
UBS ha annunciato che tre consulenti finanziari provenienti dalle aree del Pacific Desert Market sono stati inseriti nella lista dei Top 40 Broker Under 40 nella Pianificazione Finanziaria per il 2025. L'azienda ha conquistato 12 delle 40 posizioni migliori a livello nazionale.
I consulenti riconosciuti includono:
- Stockton Schultz (Phoenix) - classificato 25esimo, età 36
- Bryan Thompson (San Diego) - classificato 28esimo, età 39
- Scott MacDonald (Scottsdale) - classificato 30esimo, età 39, specializzato in clienti ultra-ricchi
I Top 40 Broker Under 40 del 2025 hanno generato collettivamente oltre $215 milioni di fatturato annuale, in aumento rispetto ai $207 milioni dell'anno scorso. Il broker medio nella lista ha generato circa $5,4 milioni all'anno, mantenendo livelli simili a quelli dell'anno precedente.
UBS ha anunciado que tres asesores financieros de sus áreas del Mercado del Desierto del Pacífico han sido nombrados en la lista de Los 40 Mejores Brokers Menores de 40 Años en Planificación Financiera para 2025. La firma aseguró 12 de los 40 mejores lugares a nivel nacional.
Los asesores reconocidos incluyen:
- Stockton Schultz (Phoenix) - clasificado 25, edad 36
- Bryan Thompson (San Diego) - clasificado 28, edad 39
- Scott MacDonald (Scottsdale) - clasificado 30, edad 39, especializado en clientes de ultra alto patrimonio
Los 40 Mejores Brokers Menores de 40 Años de 2025 generaron colectivamente más de $215 millones en ingresos anuales, un aumento respecto a los $207 millones del año pasado. El broker promedio en la lista generó aproximadamente $5.4 millones anualmente, manteniendo niveles similares al año anterior.
UBS는 태평양 사막 시장 지역의 세 명의 재무 상담사가 2025년 40세 이하 금융 계획 최고의 중개인 40인 목록에 이름을 올렸다고 발표했습니다. 이 회사는 전국적으로 40위 중 12위를 차지했습니다.
인정받은 상담사는 다음과 같습니다:
- 스톡턴 슐츠 (피닉스) - 25위, 36세
- 브라이언 톰슨 (샌디에고) - 28위, 39세
- 스콧 맥도날드 (스코츠데일) - 30위, 39세, 초고액 자산 고객 전문
2025년 40세 이하 최고의 중개인 40인은 총 $2억 1500만 달러의 연간 수익을 창출했으며, 이는 지난해의 $2억 700만 달러에서 증가한 수치입니다. 목록에 있는 평균 중개인은 연간 약 $540만 달러를 생성하여 지난해와 비슷한 수준을 유지했습니다.
UBS a annoncé que trois conseillers financiers de ses zones de marché du désert pacifique ont été nommés dans la liste des 40 Meilleurs Courtiers Moins de 40 Ans en Planification Financière pour 2025. La firme a obtenu 12 des 40 meilleures places à l'échelle nationale.
Les conseillers reconnus incluent :
- Stockton Schultz (Phoenix) - classé 25ème, âgé de 36 ans
- Bryan Thompson (San Diego) - classé 28ème, âgé de 39 ans
- Scott MacDonald (Scottsdale) - classé 30ème, âgé de 39 ans, spécialisé dans les clients ultra-fortunés
Les 40 Meilleurs Courtiers Moins de 40 Ans de 2025 ont généré collectivement plus de $215 millions de revenus annuels, en hausse par rapport aux $207 millions de l'année dernière. Le courtier moyen de la liste a généré environ $5,4 millions par an, maintenant des niveaux similaires à ceux de l'année précédente.
UBS hat angekündigt, dass drei Finanzberater aus seinen Bereichen des Pazifischen Wüstenmarktes in die Liste der Top 40 Broker unter 40 in der Finanzplanung für 2025 aufgenommen wurden. Das Unternehmen sicherte sich 12 der 40 besten Plätze im ganzen Land.
Die anerkannten Berater sind:
- Stockton Schultz (Phoenix) - Platz 25, 36 Jahre alt
- Bryan Thompson (San Diego) - Platz 28, 39 Jahre alt
- Scott MacDonald (Scottsdale) - Platz 30, 39 Jahre alt, spezialisiert auf ultra-vermögende Kunden
Die Top 40 Broker unter 40 des Jahres 2025 haben insgesamt über $215 Millionen an jährlichen Einnahmen erzielt, ein Anstieg von $207 Millionen im letzten Jahr. Der durchschnittliche Broker auf der Liste erzielte jährlich etwa $5,4 Millionen, was ein ähnliches Niveau wie im Vorjahr aufrechterhielt.
- Strong representation with 12 out of 40 top spots nationwide
- Revenue growth from $207M to $215M in annual revenue for Top 40 list
- Maintained high average broker revenue of $5.4M annually
- None.
The Top 40 under 40 list honors advisors who were age 39 or younger by Dec. 31, 2024, and who are registered with a wealth management firm in the employee channel. They are considered by Financial Planning to be among the industry's top-producing young financial advisors at wirehouses and regional firms.
“These talented advisors already have demonstrated expert knowledge and a deep commitment to helping our clients plan for their families’ financial needs now and into the future,” said Justin Frame, Pacific Desert Market Executive, at UBS. “They represent the future of the wealth management industry, and I’d like to congratulate each of them on this achievement. We look forward to their continued success in helping us deliver exceptional services to our clients.”
The advisors named to the 2025 Financial Planning Top 40 under 40 list include:
-
Stockton Schultz, located in
Phoenix , ranks 25th on the list at 36 years of age. -
Bryan Thompson, located in downtown
San Diego , ranks 28th on the list. Bryan is 39 years old. -
Scott MacDonald, located in
Scottsdale , ranks 30th on the list nationwide at 39 years old. Scott works with ultra-high-net-worth clients through UBS Private Wealth Management.
Altogether, the 2025 Top 40 Brokers Under 40 generated just over
For the full list, visit: https://www.financial-planning.com/list/financial-plannings-top-40-under-40-in-2025-top-brokers.
Notes to Editors: Photos available upon request
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in
© UBS 2025. 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250318324579/en/
Media Contact:
Hilary McCarthy
774-364-1440
hilary@clearpointagency.com
Source: UBS
FAQ
How many UBS advisors made the Financial Planning Top 40 Under 40 list in 2025?
What was the total revenue generated by the Top 40 Under 40 brokers in 2025?
Which UBS advisors from the Pacific Desert Market were recognized in the Top 40 Under 40?
What was the average annual revenue generated by brokers on the 2025 Top 40 Under 40 list?
