13 UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list

UBS today announced that 13 advisors in the firm’s Philadelphia D.C. wealth management market have been named to the Barron’s Top 1200 Financial Advisors list for 2024.

Metadata
Provider: 
Business Wire, Inc.Business Wire, Inc.
Retrieved on: 
Monday, April 15, 2024
Information
Tags: 
Personal Finance, Asset Management, Professional Services, Finance, UBS, Financial adviser
Geotags: 
UNITED STATES, NORTH AMERICA, PENNSYLVANIA, PHILADELPHIA
Stock Symbol: 
NYSE:UBS
Summary
Key Points: 
  • UBS today announced that 13 advisors in the firm’s Philadelphia D.C. wealth management market have been named to the Barron’s Top 1200 Financial Advisors list for 2024.
  • “We are extremely proud to see so many of our talented advisors receive national recognition for their commitment to providing world class financial services to clients,” said Julie Fox, Market Executive at UBS Private Wealth Management.
  • “These advisors are some of the best in the business and we congratulate each of them on this notable industry achievement.”
    The advisors in the Philadelphia D.C. market named to the list are:


UBS today announced that 13 advisors in the firm’s Philadelphia D.C. wealth management market have been named to the Barron’s Top 1200 Financial Advisors list for 2024.

“We are extremely proud to see so many of our talented advisors receive national recognition for their commitment to providing world class financial services to clients,” said Julie Fox, Market Executive at UBS Private Wealth Management. “These advisors are some of the best in the business and we congratulate each of them on this notable industry achievement.”

The advisors in the Philadelphia D.C. market named to the list are:

Charlotte, N.C.:

Mitchell Wickham 

Greg Cash

Mitchell Wickham and Greg Cash of Wickham Cash Partners ranked No. 1 and No. 2, respectively, in North Carolina.

Philadelphia: 

Bradford Bernstein 

Michael Greenly

Washington, D.C.: 

Robert Allred 

Keith Apton 

William Finnerty 

Nick Francia 

Barry Haffner 

Jared Hendler 

Gregory Marcus 

Grantham Myers 

Rod von Lipsey

The 2024 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

For the full list and further information, visit: https://www.barrons.com/advisor/report/top-financial-advisors.

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 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 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Past performance is not an indication of future results. For press use only.

Copyright: 
Copyright Business Wire 2024