UBS Advisor Team The Stephens Group Named to Forbes Best-In-State Wealth Management Teams List

Rhea-AI Summary

UBS Wealth Management USA announced that The Stephens Group, led by private wealth advisors Jason Stephens and Michael Lundon in Naples, Florida, has been ranked No. 6 in Florida on the Forbes Best-In-State Wealth Management Teams list for 2025.

The third annual Forbes-SHOOK ranking evaluates over 5,300 teams managing combined assets of $7 trillion, using both qualitative criteria through interviews and quantitative data. The recognition adds to The Stephens Group's impressive track record, with Jason Stephens previously being featured on Forbes Best-In-State Wealth Advisors list (2018-2024), Forbes America's Top Wealth Advisors list (2017-2024), and Barron's Top 1,200 Financial Advisors list (2014-2024).

Positive

• Ranked #6 in Florida on prestigious Forbes Best-In-State Wealth Management Teams list
• Team is part of select group managing combined assets of $7 trillion
• Consistent track record of recognition across multiple prestigious industry rankings

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• None.

NAPLES, Fla.--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that The Stephens Group, led by UBS private wealth advisors Jason Stephens and Michael Lundon, in Naples, Florida, has been named to the Forbes Best-In-State Wealth Management Teams list for 2025. The team was ranked No. 6 in the state of Florida.

Jason Stephens and Michael Lundon (Photo: Business Wire)

The third annual Forbes-SHOOK Best-In-State Wealth Management Teams list ranks more than 5,300 teams with cumulative assets of $7 trillion. The Forbes ranking was developed by SHOOK Research and is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual, and in-person due-diligence interviews, and quantitative data.

“We’re honored once again to see Jason, Michael, and the entire Stephens Group team recognized among the industry’s most talented financial services professionals, and we congratulate them on this terrific achievement,” said Lane Strumlauf, Florida Market Executive, UBS Wealth Management USA. “While many of our advisors have consistently earned individual industry recognitions for wealth management expertise over the last decade, it is especially rewarding to have entire teams acknowledged for their collective commitment and excellence in serving high-net-worth executives, entrepreneurs, families, corporations, and institutions throughout Florida.”

The Forbes-SHOOK Best-In-State Wealth Management Teams ranking builds on a long series of industry accolades for The Stephens Group. Jason Stephens previously has been named to the Forbes Best-In-State Wealth Advisors list (2018-2024), the Forbes America's Top Wealth Advisors list (2017-2024), and the Barron's Top 1,200 Financial Advisors list (2014-2024).

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 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 6.2 trillion dollars of invested assets as per third quarter 2024. 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).

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View source version on businesswire.com: https://www.businesswire.com/news/home/20250124151945/en/

Media Contact:

Christina Aquilina

christina.aquilina@ubs.com

212-713-4488

Source: UBS

FAQ

What ranking did The Stephens Group achieve on the 2025 Forbes Best-In-State Wealth Management Teams list?

The Stephens Group was ranked No. 6 in the state of Florida on the 2025 Forbes Best-In-State Wealth Management Teams list.

How many teams are included in the Forbes-SHOOK Best-In-State Wealth Management Teams ranking?

The ranking includes more than 5,300 teams with cumulative assets of $7 trillion.

What previous recognition has Jason Stephens of UBS received?

Jason Stephens has been named to the Forbes Best-In-State Wealth Advisors list (2018-2024), Forbes America's Top Wealth Advisors list (2017-2024), and Barron's Top 1,200 Financial Advisors list (2014-2024).

How does Forbes evaluate teams for the Best-In-State Wealth Management Teams ranking?

Forbes uses an algorithm developed by SHOOK Research that considers both qualitative criteria (through telephone, virtual, and in-person due-diligence interviews) and quantitative data.