Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40
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:
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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
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Source: UBS