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UBS advisor team Legacy Wealth Management named to the Forbes America’s Top Wealth Management Teams list
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UBS Wealth Management USA's Legacy Wealth Management team, located in Melville, NY, has been recognized on Forbes' America’s Top Wealth Management Teams list for 2022. This designation highlights their capability to provide tailored financial solutions to clients, managing $1.5 billion in assets for high net worth individuals. Forbes' inaugural list features 100 teams with total assets of $288 billion, compiled by SHOOK Research through thorough quantitative and qualitative assessments.
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Legacy Wealth Management recognized on Forbes' America’s Top Wealth Management Teams list.
Team manages $1.5 billion in assets for high net worth clients.
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MELVILLE, N.Y.--(BUSINESS WIRE)--
UBS Wealth Management USA announced today that Legacy Wealth Management, an advisor team in the firm’s Melville, NY branch office has been named to the ForbesAmerica’s Top Wealth Management Teams list for 2022.
“We are extremely proud to see the Legacy Wealth Management team recognized on this prestigious list," said Mara Glassel, Market Head of the Soundview Market at UBS Wealth Management USA. "This recognition is a testament to the team’s ability to collaborate and provide solutions to their clients, empowering them to pursue what matters most to them.”
Legacy Wealth Management includes Financial Advisors Gerald DeMeo, Matthew Kroin, Brian Lacks and Paul Wexler. Their team is focused on developing long-term relationships through the use of personalized financial planning solutions and a commitment to quality client service. Together, they manage $1.5 billion in invested assets for high net worth individuals and families.
The inaugural Forbes America’s Top Wealth Management Teams High Net Worth list has 100 teams with cumulative assets of $288 billion. The list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
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).
