UBS Advisor Team The Schultz Group Named to Forbes America’s Top Wealth Management Teams

Rhea-AI Summary

UBS Wealth Management USA announced that The Schultz Group has been named to the Forbes/SHOOK America's Top Wealth Management Teams, High Net Worth list for 2024 for the second consecutive year. The Phoenix-based team, which ranked #1 in Arizona on the Forbes Best-in-State Wealth Management Teams list in 2023, is led by Steven L. Schultz, along with Stockton M. Schultz and Justin M. Low.

The team is part of the Forbes/SHOOK Top 100 teams that collectively manage over $490 billion in assets, focusing on households with accounts under $10 million. The team includes experienced professionals with multiple industry recognitions and specializes in investment management, education funding, and charitable giving structures.

Positive

• Second consecutive year recognition on Forbes/SHOOK America's Top Wealth Management Teams list
• Ranked #1 in Arizona on Forbes Best-in-State Wealth Management Teams list in 2023
• Part of elite group managing collective assets over $490 billion

Negative

• None.

PHOENIX--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that The Schultz Group, including Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, has been named to the Forbes/SHOOK America’s Top Wealth Management Teams, High Net Worth list for 2024. This is the second year in a row that the Phoenix-based team has been named to the list. Additionally, in 2023, the team ranked #1 in Arizona on the Forbes Best-in-State Wealth Management Teams list.

“The Schultz Group is one of the most successful advisor teams in the U.S. and continues to grow by providing intelligent financial guidance to high-net-worth families,” says Justin Frame, Managing Director and Market Executive for the UBS Pacific Desert Market. “This team holds deep industry knowledge and a passion for helping clients achieve what matters most to them, through tailored financial advice. On behalf of our entire team, I extend our heartfelt congratulations to them.”

The third annual Forbes/SHOOK Top Wealth Management Teams, High Net Worth list has identified a total of 100 teams that, cumulatively, manage assets of more than $490 billion. Teams in the high-net-worth category typically focus on households with accounts under $10 million.

Led by Steven Schultz, a financial advisor since 1981 and a Portfolio Manager since 2000, the team is committed to delivering professional investment management and building personalized relationships with their clients. Steve focuses on helping clients with education funding and structures for charitable giving. He is FINRA-registered and holds his Series 7 and 63 securities licenses as well as licenses for life insurance and annuities. Steve has been recognized by several publications for his expertise, including Barron's Top 1,200 Financial Advisors (2015-2020, 2022-2024); Forbes America's Top Wealth Advisors (2020- 2024); and Forbes Best-in-State Wealth Advisors (2018-2024).

Stockton Schultz, Steven’s son, has more than 15 years of wealth management experience, during which he has advised clients through complex market cycles and pivotal life stages. He employs a comprehensive approach that begins with listening to a client's unique needs to help ground every strategy in an understanding of what they want to achieve. Stockton also holds the UBS Athletes and Entertainers Consultant (“AEC”) designation. Advisors with this designation meet specific requirements and participate in an extensive training program, which covers complex needs unique to this client segment, such as atypical income streams and special financing circumstances. Stockton has been recognized by Forbes as a leading next-gen advisor eight times. He also has been named to several other industry accolade lists over the years, including the Financial Planning 40 Under 40 Broker list (2024), the Forbes Best-in-State Wealth Advisors list (2021-2024), and the Barron’s Top 1,200 Financial Advisors list (2021).

Financial Advisor Justin Low joined The Schultz Group at UBS in 2020 and has been devoted to providing exceptional value to clients since 2008. His approach of deeply understanding clients’ financial lives allows him to craft individualized financial solutions that are both thoughtful and creative. A tremendous strength of Justin’s is his ability to listen, understand complicated financial concepts, and interpret them to his clients in a way that makes sense. Justin considers his life’s work to be improving the financial lives of others in any way that he can. Justin was included in Forbes Best-in-State Wealth Advisors lists (2022-2024) and Forbes Best-In-State Next-Gen Wealth Advisors lists (2022-2023).

The Schultz Group also includes Team Administrator Merica Chmait; Senior Wealth Strategy Associates Elaine Biewald, Kristine Forster, Nathan Laidig, and Elias Weber; Client Associates Mia McConnell and Samuel Laidig; and Wealth Strategy Associate Lovella McKim.

For more information and to view the full Forbes list, please visit: https://www.forbes.com/lists/top-wealth-management-teams-high-net-worth/

Notes to Editors: Photos available upon request

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.

View source version on businesswire.com: https://www.businesswire.com/news/home/20241220614078/en/

Media Contact:

Beth Walsh

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beth@clearpointagency.com

https://www.ubs.com

Source: UBS

FAQ

What recognition did UBS's Schultz Group receive in 2024?

The Schultz Group was named to the Forbes/SHOOK America's Top Wealth Management Teams, High Net Worth list for 2024, marking their second consecutive year on this prestigious list.

What is the asset management threshold for UBS's Schultz Group clients?

The Schultz Group typically focuses on high-net-worth households with accounts under $10 million.

How did UBS's Schultz Group rank in Arizona for 2023?

The Schultz Group ranked #1 in Arizona on the Forbes Best-in-State Wealth Management Teams list for 2023.

What is the total assets managed by the Forbes/SHOOK Top Teams that UBS's Schultz Group is part of?

The Forbes/SHOOK Top Wealth Management Teams, which includes 100 teams, collectively manage assets of more than $490 billion.