UBS Financial Advisor Daniel Green named to the Forbes/SHOOK Top Next-Gen Wealth Advisors list

Rhea-AI Summary

UBS Wealth Management USA has announced that Financial Advisor Daniel P. Green from its Knoxville office has been recognized in the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2022. This list honors 1,000 promising advisors born in 1983 or later, selected through a combination of qualitative and quantitative measures. Daniel, who has been with UBS since 2013, is noted for his work with business owners to align personal wealth with financial goals.

Positive

• Daniel P. Green was named in the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2022, highlighting his leadership and dedication.
• Recognition enhances UBS's image as a firm that cultivates future financial advisors.

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• None.

KNOXVILLE, Tenn.--(BUSINESS WIRE)-- UBS Wealth Management USA today announced that Daniel P. Green, a Financial Advisor in the firm’s Knoxville office, has been named to Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2022.

“I'm proud to see Daniel receive this recognition for his leadership and dedication to clients,” said Chris Cannon, Knoxville Branch Manager at UBS Wealth Management USA. “Cultivating the next generation of advisors is of the highest importance to us, and we look forward to supporting Daniel and his team as they continue to grow their careers at UBS."

Daniel joined The Green Odom Group as a partner in 2013. Prior to joining UBS, he worked for Lord Abbett’s Private Wealth Group in New York City. As a Certified Exit Planning Advisor (CEPA), Daniel focuses on helping business owners achieve and maintain best-in-class results. His approach centers on aligning business owners’ personal wealth and business financial goals, while seeking to minimize risk and maximize value. Daniel earned his bachelor’s degree from The University of Tennessee.

The 2022 Forbes/SHOOK Research Top Next-Gen Wealth Advisors list includes 1,000 rising advisors, all born in 1983 or later. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.

For the full list and further information visit: https://www.forbes.com/top-next-gen-advisors.

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).

© UBS 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or 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.

 

View source version on businesswire.com: https://www.businesswire.com/news/home/20220921005780/en/

Media Contact:

Christina Aquilina

Christina.aquilina@ubs.com

https://www.ubs.com

Source: UBS

FAQ

Who is Daniel P. Green and what recognition did he receive?

Daniel P. Green is a Financial Advisor at UBS Wealth Management USA, recognized in the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2022.

What criteria were used to select the Top Next-Gen Wealth Advisors?

Advisors were chosen based on an algorithm considering qualitative and quantitative criteria, including interviews, industry experience, compliance records, revenue produced, and assets under management.

How does UBS support its Financial Advisors?

UBS emphasizes the importance of cultivating the next generation of advisors and supports their growth through various initiatives.

When was the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list published?

The list was published in 2022.

Where is UBS Wealth Management USA located?

UBS Wealth Management USA has offices in various locations, including Knoxville, Tennessee.