Wealth Management Americas
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At UBS, we are committed to delivering comprehensive advice to help our clients achieve what’s truly important to them, and to recognizing excellence among our Financial Advisors.
UBS Investor Watch Report Reveals Millennials Are As Financially Conservative As Generation Born During Great Depression
Millennials shatter stereotypes, believe in hard work, worry about parents' financial health, and define success as a combination of money, healthy relationships, and enriching experiences
*Barron’s ‘Top 1,200 Advisors: State-by-State,’ as identified by Barron’s magazine (2/24/2014), using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior manage¬ment, and philanthropic work. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.
**Accolades are independently determined and awarded by their respective publications. For more information on a particular rating, visit their corresponding website. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Accolades can be based on a variety of criteria including length of service, compliance records, client satisfaction, assets under management, revenue, type of clientele and more.
***Top 35 under 35 is a UBS internal recognition based on age, production statistics and compliance history.
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