Twelve UBS advisors in Florida named to Forbes Top Next-Gen Wealth Advisors Best-In-State list

Rhea-AI Summary

UBS Wealth Management USA announces 12 Florida-based financial advisors named to Forbes Top Next-Gen Wealth Advisors Best-In-State list for 2023

Positive

• UBS financial advisors in Florida recognized for their financial acumen and commitment to excellence
• Advisors provide personalized client service and offer investment management advice and financial planning services

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• None.

TAMPA, Fla., Oct. 16, 2023 /PRNewswire/ -- UBS Wealth Management USA announced today that 12 of the firm's Florida-based financial advisors have been named to the Forbes Top Next-Gen Wealth Advisors Best-In-State list for 2023.

"We are privileged to have these talented leaders serving our Florida Market," said Brad Smithy, Florida Market Executive, UBS Wealth Management USA. "Achieving this ranking in the third-largest state in the country and one of the fastest-growing state economies is a tribute to their financial acumen, personalized client service, and continuous commitment to excellence."

The UBS financial advisors named to the list in Florida, along with their location and ranking in the state, include:

Aventura

• Worth Boyce, CFP^® (No. 10), UBS Private Wealth Management, has been named to the Forbes list three times. With over 10 years of financial services experience, he focuses on financial planning for entrepreneurs, private business owners and their families.
• Douglas Ponczek, CFP^® (No. 22), UBS Wealth Management, has been named to the Forbes list four times. With over 13 years of wealth management experience, he provides clients with investment management advice and trust and estate strategies to help meet their short- and long-term financial needs and goals.

Boca Raton

• Cameron Buetel, CFP^®, CEPA^® (No. 40), UBS Wealth Management, has been named to the Forbes list for the first time this year. Buetel has been with UBS since 2016 and addresses the needs of closely held businesses, from tailored lending to investment banking services, and he also provides customized financial planning to individuals and families.

Bonita Springs

• Nicholas Maurillo, CIMA^® (No. 14), UBS Wealth Management, has been named to the Forbes list for a second consecutive year. He focuses on legacy planning and helping individuals plan for early retirement.

Clearwater

• John Petika Jr., RICP^®, CEPA^® (No. 16), UBS Wealth Management, has been named to the Forbes list for a second consecutive year. With over 13 years of experience as a UBS financial advisor, he specializes in providing clients with a comprehensive, systematic approach to building efficient retirement income plans and helping business owners sell or transition their business successfully.

Delray Beach

• Nick Sadowsky, CPM^® (No. 9), UBS Private Wealth Management, has been named to the Forbes list six times. He has over 15 years of experience and focuses on critical wealth management issues for entrepreneurs, including strategic planning, tax planning, estate planning, and legacy planning for their businesses.

Ft. Lauderdale

• Sean Riley, CFP^®, CPWA^® (No. 31), UBS Private Wealth Management, has been named to the Forbes list three times. With over 15 years of experience, he leads his team's financial planning efforts, working closely with entrepreneurs and their families to create personalized wealth strategies, as well as advising clients on cash flow management, pre-liquidity planning, and asset allocation decisions.

Ft. Myers

• Benjamin Hynden, CFP^®, ChFC^® (No. 27), UBS Wealth Management, has been named to the Forbes list for the first time. He has 11 years of experience and specializes in financial goals analysis, retirement income strategies, investment analysis and estate planning.
• Daniel Hynden, CFP^®, ChFC^® (No. 28), UBS Wealth Management, has been named to the Forbes list for the first time. With 11 years of experience, he focuses on retirement income strategy, investment analysis and estate planning.

Jacksonville

• Buck Williams, CFP^® (No. 29), UBS Private Wealth Management, has been named to the Forbes list for a second consecutive year. With over 12 years of experience, he specializes in providing clients with investment management advice and trust and estate strategies to help meet their short- and long-term financial needs and goals.

Miami

• José Noarbe (No. 6), UBS Wealth Management, has been named to the Forbes list for the first time this year. He has 12 years of experience at UBS and specializes in portfolio management, estate planning, private equity and fixed income investing.

Palm Beach Gardens

• Trey Mahoney (No. 54), UBS Private Wealth Management, has been named to the Forbes list three times. With over 11 years of wealth management experience, he focuses on portfolio management, estate planning, private equity and fixed income investing.

"The Forbes Top Next-Gen Wealth Advisors Best-In-State list represents some of the best young leaders in wealth management today," said Gregory Kadet, Managing Director, Florida Market, UBS Wealth Management USA. "We are honored to once again have so many of our talented financial advisors recognized on this prestigious list for their proven expertise and dedication in helping clients throughout Florida achieve their financial goals."

"Our financial advisors are the front line of our services to clients and play a crucial role in our business," said Robert Covino, Managing Director, Florida Market, UBS Wealth Management USA. "Having 12 advisors attain this mark of excellence is a further validation of our value proposition and leadership in wealth management."

The 2023 Forbes/SHOOK Top Next-Gen Wealth Advisors Best-in-State list is composed of over 1,400 advisors across the country. Born in 1984 or later, they manage nearly $2.5 trillion in cumulative assets. The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.

For the full list and further information, visit https://www.forbes.com/lists/best-in-state-next-gen-advisors/.

Notes to Editors

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, and 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).

Media Contact:
Peter Pupello
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https://www.ubs.com

© UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. For press use only.

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FAQ

Who are the UBS financial advisors named to the Forbes Top Next-Gen Wealth Advisors Best-In-State list in Florida?

The UBS financial advisors named to the list in Florida are Worth Boyce, Douglas Ponczek, Cameron Buetel, Nicholas Maurillo, John Petika Jr., Nick Sadowsky, Sean Riley, Benjamin Hynden, Daniel Hynden, Buck Williams, José Noarbe, and Trey Mahoney.

What services do these UBS financial advisors offer?

These financial advisors offer investment management advice, financial planning services, trust and estate strategies, retirement income plans, and portfolio management.

How many times have these financial advisors been named to the Forbes list?

The number of times each financial advisor has been named to the Forbes list varies, ranging from one to six times.

What is the Forbes/SHOOK Top Next-Gen Wealth Advisors Best-in-State list based on?

The ranking is based on an algorithm of qualitative and quantitative measures, including interviews, compliance records, and revenue generated for their firms.

How much cumulative assets do these advisors manage?

These advisors manage nearly $2.5 trillion in cumulative assets.