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UBS Advisor Lauren Konstantin Named to Forbes/SHOOK Best-In-State Wealth Advisors List and Best-In-State Women Advisors 2022
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UBS Wealth Management USA has announced that Lauren Konstantin, a Financial Advisor in White Plains, NY, is ranked #10 on the Forbes/SHOOK Best-In-State Women Advisors list for 2022. This recognition highlights her commitment to providing expert financial advice and personal service. Konstantin, a Certified Financial Planner, has been with UBS since 2015 and has received multiple accolades for her achievements. The Forbes/SHOOK list features over 6,500 advisors managing $10 trillion in client assets, based on a rigorous ranking algorithm.
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Lauren Konstantin ranked #10 in Forbes/SHOOK Best-In-State Women Advisors list for 2022.
Recognition showcases UBS's commitment to high-caliber financial advisory services.
Konstantin's previous accolades indicate strong performance and client trust.
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WHITE PLAINS, N.Y.--(BUSINESS WIRE)--
UBS Wealth Management USA today announced that Lauren Konstantin, a Financial Advisor in the firm’s White Plains, NY office has been named to the Forbes/SHOOK Best-In-State Wealth Advisors list and ranked #10 in the Forbes/SHOOK Best-In-State Women Advisors list for 2022.
"Lauren continuously provides her clients with the highest level of expert financial advice with responsive, personal service," said Mara Glassel, Soundview Market Head at UBS Private Wealth Management. "It’s truly gratifying to see her acknowledged for her long-standing dedication to her clients and her industry achievements."
As a Certified Financial PlannerTM professional, Lauren uses her deep expertise and understanding of her clients’ needs to create and deliver sound financial plans. She joined UBS in 2015 after working for five years in Global Markets at Deutsche Bank.
Lauren has previously been recognized to UBS Rising Advisors, 2021, Forbes/SHOOK Best-In-State Wealth Advisors, 2021, Forbes/SHOOK Top 250 Next-Generation Wealth Advisors, 2021, Forbes/SHOOK Top Women Wealth Advisors, 2021, and Working Mother and SHOOK Research Top Wealth Advisor Moms, 2021.
Lauren earned a Bachelor of Business Administration from the Stephen M. Ross School of Business at the University of Michigan. She holds the Series 7, 63 and 66 securities licenses, as well as life and health insurance licenses. In addition, Lauren has the Accredited Wealth Management AdvisorSM designation from the College for Financial Planning.
This year’s Forbes/SHOOK Research Best-In-State Wealth Advisors list is comprised of more than 6,500 Advisors across the country who collectively manage $10 trillion in client assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted 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, 30% in Switzerland, 19% 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).
Who is Lauren Konstantin and why was she recognized by UBS?
Lauren Konstantin is a Financial Advisor at UBS Wealth Management USA, recognized for providing expert financial advice and ranked #10 in the Forbes/SHOOK Best-In-State Women Advisors list for 2022.
What criteria does the Forbes/SHOOK Best-In-State list use?
The Forbes/SHOOK Best-In-State list is based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generated for firms.
What does UBS Wealth Management offer its clients?
UBS Wealth Management provides comprehensive financial advice, investment management, and solutions tailored to wealthy families and individuals.
How many advisors are included in the Forbes/SHOOK Best-In-State list?
The Forbes/SHOOK Best-In-State list includes over 6,500 financial advisors across the country.
What does Lauren Konstantin's ranking indicate about UBS?
Lauren Konstantin's ranking reflects UBS's expertise in wealth management and its commitment to delivering exceptional financial services.
