UBS Advisor Team Highbridge Wealth Management Named to the Forbes Best-In-State Wealth Management Teams List

Rhea-AI Summary

UBS Wealth Management USA has announced that its Highbridge Wealth Management team from Plano, Texas, has been recognized in the Forbes Best-In-State Wealth Management Teams list for 2023. This accolade highlights the team's dedication to delivering a personalized wealth management experience. The list features over 2,800 teams managing approximately $4 trillion in assets, evaluated through a combination of qualitative and quantitative metrics by SHOOK Research. Team members Mark Kever and Shawn Nicholas have previous accolades on industry rankings like Forbes Best-in-State Wealth Advisors.

Positive

• Highbridge Wealth Management team recognized in Forbes Best-In-State Wealth Management Teams list for 2023.
• Team's focus on personalized wealth management underscores commitment to client service.
• Recognition indicates strong market position and credibility in wealth management.

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• None.

DALLAS--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that Highbridge Wealth Management, an advisor team in the firm’s Plano, Texas office has been named to the Forbes Best-In-State Wealth Management Teams list for 2023.

(Photo: Business Wire)

“This recognition underscores the team’s commitment to providing clients with a personalized, best-in-class wealth management experience,” said Tommy Stacy, Texas Market Executive at UBS Wealth Management USA. “The Highbridge Wealth Management team is dedicated to client advocacy and a disciplined investment approach, and I’m proud to see them receive this prestigious award.”

Founded with a focus on individual wealth management, Highbridge Wealth Management has grown into a multi-generational team and includes Financial Advisors Mark Kever, Shawn Nicholas, Mark Hagan, Megan Portacci and Byron Brooks.

Mark Kever and Shawn Nicholas have previously appeared on top industry recognition lists including the Forbes Best-in-State Wealth Advisors (2019 – 2022), Financial Times Top 400 Financial Advisers (2014), and Barron’s Top 1,200 Financial Advisors (2014 – 2019).

The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 2,800 teams with cumulative assets of roughly $4 trillion. The ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative criteria, including telephone, virtual and in-person interviews.

For the full list and further information visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

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, 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).

https://www.ubs.com

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View source version on businesswire.com: https://www.businesswire.com/news/home/20230124005476/en/

Media:

Christina Aquilina

Christina.aquilina@ubs.com

Source: UBS Wealth Management

FAQ

What recognition did UBS Wealth Management USA's Highbridge team receive in 2023?

The Highbridge Wealth Management team was named to the Forbes Best-In-State Wealth Management Teams list for 2023.

How many teams are featured in the Forbes Best-In-State Wealth Management Teams list?

The list features over 2,800 teams managing approximately $4 trillion in assets.

What criteria were used to evaluate the wealth management teams for the Forbes list?

SHOOK Research used a blend of qualitative and quantitative measures, including interviews, to evaluate the teams.

Who are the notable advisors on the Highbridge Wealth Management team?

Notable advisors include Mark Kever, Shawn Nicholas, Mark Hagan, Megan Portacci, and Byron Brooks.