Associated tags: UBS, Life, Finance, Professional Services, Banking, Financial adviser, Asset Management, Financial services, NYSE
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Financial adviser UBS Wealth Management USA announced today that Stockton Schultz , a financial advisor based in the firm’s Phoenix office, has been named to the Financial Planning Top 40 Brokers Under 40 list for 2024.
Key Points:
- UBS Wealth Management USA announced today that Stockton Schultz , a financial advisor based in the firm’s Phoenix office, has been named to the Financial Planning Top 40 Brokers Under 40 list for 2024.
- In addition, Stockton has also earned the Athletes and Entertainers Consultant (“AEC”) designation at UBS.
- As an Athletes and Entertainers Consultant (AEC) at UBS, Stockton is accredited to deliver advice and guidance from UBS to athletes and entertainers, agents, managers, executives, and owners.
- The 2024 Financial Planning Magazine Top 40 Brokers Under 40 list recognizes the industry's top-producing young financial advisors at wirehouses and regional firms.
For more information on each ETRACS ETN, see “ List of ETNs ”.
Key Points:
- For more information on each ETRACS ETN, see “ List of ETNs ”.
- ** “Current Yield (annualized)” equals the current Coupon Amount and the two immediately preceding Coupon Amounts, multiplied by four (to annualize such coupons), divided by the closing Current Indicative Value of the ETN on its current Coupon Valuation Date rounded to two decimal places for ease of analysis.
- The Current Yield is not indicative of future coupon payments, if any, on the ETN.
- As such, the Current Yield is not indicative of future coupon payments, if any, on these ETNs.
Finance,
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Prudential Securities,
Divorce,
St. Mary's,
Female,
Albion College,
Nuveen,
Economics,
Interior design UBS Wealth Management USA announced today that three financial advisors, Susan Bailey, Jennifer Loson Luckovich and Jennifer Pope, in the Scottsdale office of the firm’s Pacific Desert Wealth Management Market have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2024.
Key Points:
- UBS Wealth Management USA announced today that three financial advisors, Susan Bailey, Jennifer Loson Luckovich and Jennifer Pope, in the Scottsdale office of the firm’s Pacific Desert Wealth Management Market have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2024.
- “Our advisors recognize that sometimes women have been left out of financial planning and strategies discussions,” says Shawn Bernhard, UBS Market Director for Arizona .
- Throughout her career, Susan has received multiple accolades in the financial industry, including being named to the Barron's Top 1,000 Financial Advisors list (2009-2010, 2012), the Barron's Top 1,200 Financial Advisors list (2014-2015), the Forbes America’s Top Women Wealth Advisors list (2018-2021), the Forbes Best-in-State Wealth Advisors list (2018-2023) and the Forbes Best-in-State Women Wealth Advisors (2020-2024).
- She has previously been recognized on the Forbes America’s Top Women Wealth Advisors list for 2020, the Forbes Best-in-State Women Wealth Advisors list for 2023-2024, and the Forbes Best-in-State Wealth Management Teams list for 2024.
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Financial adviser UBS Private Wealth Management announced today that Drew Freides and Michael Kanigher, Private Wealth Advisors and Managing Directors in the firm’s Los Angeles Private Wealth Management Market, have been named to the Forbes America’s Top Wealth Advisors and Forbes Best-in-State Wealth Advisors lists for 2024.
Key Points:
- UBS Private Wealth Management announced today that Drew Freides and Michael Kanigher, Private Wealth Advisors and Managing Directors in the firm’s Los Angeles Private Wealth Management Market, have been named to the Forbes America’s Top Wealth Advisors and Forbes Best-in-State Wealth Advisors lists for 2024.
- Drew ranked in the top 10 advisors nationally and #1 in the Los Angeles Private Wealth category.
- This is Drew and Michael’s ninth consecutive year making the Forbes America’s Top Wealth Advisors list (2016 – 2024) and their seventh consecutive year making the Forbes Best-in-State Wealth Advisors list (2018 – 2024).
- For the full 2024 Forbes America’s Top Wealth Advisors list and further information, visit: https://www.forbes.com/lists/top-wealth-advisors/ .
UBS Wealth Management USA today announced that Christopher Toregas CFP® has joined the firm as a Managing Director and Senior Portfolio Manager in the Century City office.
Key Points:
- UBS Wealth Management USA today announced that Christopher Toregas CFP® has joined the firm as a Managing Director and Senior Portfolio Manager in the Century City office.
- Christopher and his team join the firm’s Los Angeles Market, managed by Market Executive Lauren Gorsche and Market Director Kreg Pearless.
- “As one of the fastest growing Financial Advisors in the country, Christopher works with some of the most successful families in Southern California, New York City and beyond,” said Kreg Pearless, UBS Los Angeles Market Director.
- Christopher joins from Morgan Stanley where he founded and led the Next-Gen Wealth Management group in New York City before opening his team’s west coast office.
UBS Wealth Management USA announced today that 43 Financial Advisors from the firm’s Pacific Northwest Market, which spans across the four states of Alaska, Montana, Oregon and Washington, have been named to the Forbes Best-In-State Wealth Advisors list for 2024.
Key Points:
- UBS Wealth Management USA announced today that 43 Financial Advisors from the firm’s Pacific Northwest Market, which spans across the four states of Alaska, Montana, Oregon and Washington, have been named to the Forbes Best-In-State Wealth Advisors list for 2024.
- “We are extremely proud to see so many of our talented financial advisors across the Pacific Northwest Market recognized on this prestigious list,” said Ryan Rozniakowski, Market Executive of the Pacific Northwest at UBS Wealth Management USA.
- “These amazing professionals have achieved an incredible level of success through dedication, focus and commitment to not only their clients, but their families and communities as well.”
The UBS Financial Advisors in the Pacific Northwest Market named to the list are:
Finance,
Consulting,
Banking,
Professional Services,
Asset Management,
Goldman Sachs,
Army Reserve,
Owen,
Vanderbilt University,
UBS,
Leukemia,
MBA,
Leukemia & Lymphoma Society UBS today announced that Private Wealth Advisors James Herring and John Gaffney will be joining the firm in New York City.
Key Points:
- UBS today announced that Private Wealth Advisors James Herring and John Gaffney will be joining the firm in New York City.
- “On behalf of UBS, we’re very pleased to welcome James and John to the firm,” said Chris Amo, New York PWM Market Director at UBS Private Wealth Management.
- James Herring joins UBS Private Wealth Management from Goldman Sachs, where he was a Managing Director with over 35 years of experience working with high-net-worth executives, non-profits and family offices.
- John Gaffney joins UBS from Goldman Sachs where he spent five years focusing on holistic wealth management solutions for family offices and private wealth clients.
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.
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:
Banking,
Professional Services,
Finance,
Goldman Sachs,
Harvard Law School,
Organization,
Mergers & Acquisitions,
Wealth,
Investment strategy,
Research,
Operations research,
Marketing,
Vanderbilt University,
Business development,
UBS,
Business,
Trustee,
J. P. Morgan,
Cornell University,
JD,
Bank,
Trust,
Mergers and acquisitions,
Tulane University,
Wealth management,
Industrial,
Wesleyan University,
Security (finance) UBS Private Wealth Management today announced that Regina Bronson and Alex Gitomer will be joining the firm as Managing Directors and Private Wealth Advisors in New York City.
Key Points:
- UBS Private Wealth Management today announced that Regina Bronson and Alex Gitomer will be joining the firm as Managing Directors and Private Wealth Advisors in New York City.
- “Regina and Alex are talented advisors that have decades of combined experience advising ultra-high-net-worth clients on the complexities of maintaining and growing wealth through generations,” said Tom Conigatti, Market Director at UBS Private Wealth Management.
- Alex Gitomer provides customized investment advice and comprehensive wealth management solutions to ultra-high-net-worth families, not-for-profit organizations and certain institutional clients.
- Previously, Hilary spent nine years with Goldman Sachs and was most recently a Vice President in Private Wealth Management.
NAPLES, Fla., April 11, 2024 /PRNewswire/ -- UBS Private Wealth Management announced today that Jason E. Stephens , CFP®, Private Wealth Advisor and Managing Director, The Stephens Group , in Naples, Florida, has been named to the Barron's Top 1200 Financial Advisors list for 2024.
Key Points:
- NAPLES, Fla., April 11, 2024 /PRNewswire/ -- UBS Private Wealth Management announced today that Jason E. Stephens , CFP®, Private Wealth Advisor and Managing Director, The Stephens Group , in Naples, Florida, has been named to the Barron's Top 1200 Financial Advisors list for 2024.
- In addition to being named to the Barron's Top 1200 Financial Advisors list for 11 consecutive years, Stephens has been included on the Forbes Best-In-State Wealth Advisors list for six consecutive years (2019-2024), and the Forbes America's Top Wealth Advisors list for the past seven years (2018-2024).
- The 2024 Barron's Top 1200 Financial Advisors list is based on data provided by around 6,000 of the nation's most productive advisors.
- For the full Barron's Top 1200 Financial Advisors list, please visit https://www.barrons.com/report/top-financial-advisors .
