UBS Advisor Stephen W. Davis Named To Forbes/SHOOK Best-in-State Wealth Advisors List

Rhea-AI Summary

UBS Wealth Management USA has announced that Stephen W. Davis, a Managing Director and Financial Advisor, has been recognized on the Forbes/SHOOK Research Best-in-State Wealth Advisors list for the fourth consecutive year. With nearly 30 years of experience, Davis leads a team offering holistic wealth management advice. The current list features over 5,000 advisors managing more than $6 trillion in client assets, selected based on qualitative and quantitative criteria. UBS continues to leverage its global wealth management expertise across its network.

Positive

• Stephen W. Davis recognized on Forbes/SHOOK Best-in-State list for the 4th year.
• Davis heads a team providing comprehensive wealth management advice.
• Recognition highlights UBS's strong reputation in wealth management.

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UBS Wealth Management USA announced today that Stephen W. Davis, a Managing Director and Financial Advisor in the firm’s Westlake Village office, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. This is the fourth year that Stephen has been named to the list.

“I’m proud to see that Stephen has yet again been recognized to this prestigious list,” said Jaron R. Singletary, West Los Angeles Market Head at UBS Wealth Management USA. “Very few people are truly motivated by doing their absolute best every day for themselves and for others, and Stephen’s commitment is reflected in his client relationships and the overall quality of his business.”

Stephen has nearly 30 years of experience in the financial services industry and heads a team of five, providing holistic wealth management advice for individuals, business owners, entrepreneurs, multi-generational families, and retirees. Stephen holds a bachelor’s degree in Business Economics with a major in Business Management.

He has committed over 20 years to improving the lives of children in need, generously contributing to local schools in California. Stephen is currently on the Board of Directors for the Boys and Girls Club of the Greater Conejo Valley and sits on the Alumni Board of the University of California at Santa Barbara (UCSB). In his free time, Stephen enjoys spending time with his wife and his three children, as well as being active in a variety of sports.

This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets. Each advisor is chosen 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: www.forbes.com/best-in-state-wealth-advisors.

Notes to Editors

About UBS Global Wealth Management

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, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

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FAQ

Who is Stephen W. Davis from UBS?

Stephen W. Davis is a Managing Director and Financial Advisor at UBS Wealth Management USA, recognized on the Forbes/SHOOK list.

What is the Forbes/SHOOK Best-in-State Wealth Advisors list?

It is a list recognizing top wealth advisors based on rigorous qualitative and quantitative measures.

How long has Stephen W. Davis been on the Forbes list?

Stephen W. Davis has been named to the Forbes list for four consecutive years.

What criteria are used for the Forbes/SHOOK Best-in-State selection?

Selection is based on an algorithm of qualitative and quantitative measures, including interviews and compliance records.

What is the significance of the Forbes/SHOOK list for UBS?

It reflects UBS's commitment to excellence in wealth management and client service.