PR Newswire
TAMPA, Fla., Oct. 16, 2023
TAMPA, Fla., Oct. 16, 2023 /PRNewswire/ -- UBS Wealth Management USA announced today that 12 of the firm's Florida-based financial advisors have been named to the Forbes Top Next-Gen Wealth Advisors Best-In-State list for 2023.
"We are privileged to have these talented leaders serving our Florida Market," said Brad Smithy, Florida Market Executive, UBS Wealth Management USA. "Achieving this ranking in the third-largest state in the country and one of the fastest-growing state economies is a tribute to their financial acumen, personalized client service, and continuous commitment to excellence."
The UBS financial advisors named to the list in Florida, along with their location and ranking in the state, include:
Aventura
Boca Raton
Bonita Springs
Clearwater
Delray Beach
Ft. Lauderdale
Ft. Myers
Jacksonville
Miami
Palm Beach Gardens
"The Forbes Top Next-Gen Wealth Advisors Best-In-State list represents some of the best young leaders in wealth management today," said Gregory Kadet, Managing Director, Florida Market, UBS Wealth Management USA. "We are honored to once again have so many of our talented financial advisors recognized on this prestigious list for their proven expertise and dedication in helping clients throughout Florida achieve their financial goals."
"Our financial advisors are the front line of our services to clients and play a crucial role in our business," said Robert Covino, Managing Director, Florida Market, UBS Wealth Management USA. "Having 12 advisors attain this mark of excellence is a further validation of our value proposition and leadership in wealth management."
The 2023 Forbes/SHOOK Top Next-Gen Wealth Advisors Best-in-State list is composed of over 1,400 advisors across the country. Born in 1984 or later, they manage nearly $2.5 trillion in cumulative assets. The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.
For the full list and further information, visit https://www.forbes.com/lists/best-in-state-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, and 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).
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SOURCE UBS