New York, February 15 - On February 15, Forbes released its first ever Best-in-State Wealth Advisors list, on which 248 of our Financial Advisors were recognized. Nominees were evaluated based on quality of practice, industry experience, AUM and revenue, and compliance record.

"It's great to see so many of our Advisors across the country being recognized for their hard work and dedication to providing their clients with the guidance and insights they need to feel confident about the future," said Brian Hull, Head of Wealth Management USA. "This honor is a strong acknowledgement of these Advisors' success and their talent for leveraging the firm's resources to create meaningful, long-term client relationships."

To learn more about the Advisors on this year's list, visit their websites below:

Name

City & State

Website

Richard Abrams

New York, NY

Link

John Acker

Century City, CA

Link

John Adelman

New York, NY

Link

Mark Addessi

New York, NY

Link

Robert Allred

Washington, DC

Link

Zak Ammirato

San Francisco, CA

 

Thomas Anderson

Menlo Park, CA

Link

Keith Apton

Washington, DC

Link

Benjamin Archer

Conskohocken, PA

Link

Sonia Attkiss

New York, NY

 

Susan Bailey

Scottsdale, AZ

Link

Chris Barra

Los Angeles, CA

Link

Michael Barron

West Palm Beach, FL

Link

Sam Bartolai

Barrington, IL

Link

Anthony Bebbington

Phoenix, AZ

Link

Laura Belo

San Francisco, CA

Link

Brian Bennett

New York, NY

 

Eileen Berman

Palm Beach, FL

Link

Brad Bernstein

Philadelphia, PA

Link

Jonathan Beukelman

Lincoln, NE

Link

Ryan Bibler

New Albany, OH

 

Eric Bickler

White Plains, NY

Link

Mark Binder

Los Angeles, CA

 

Michael Bober

Boca Raton, FL

Link

Susanna Bracke

Palo Alto, CA

 

Douglas Braff

New York, NY

Link

Anthony Brookfield

San Francisco, CA

Link

Mike Brown

St Louis, MO

Link

Lester Brunker

Minneapolis, MN

 

Andrew Burish

Madison, WI

Link

Lisa Chapman

Seal Beach, CA

Link

Cameron Cheek

Portland, OR

Link

Derek Cherne

Wayzata, MN

Link

Craig Chiate

Los Angeles, CA

 

Victoria Clark

New York, NY

Link

Christopher Clifford

San Francisco, CA

 

Robert Cohen

Garden City, NY

 

Frank Coiro

New York, NY

Link

Judy Colvin

Menlo Park, CA

Link

Christopher Compton

Liberty Park, AL

Link

Terry Cook

Bellevue, WA

 

Teri Conklin

Northbrook, IL

Link

Paula Connell

Paducah, KY

Link

Blair Cornell

Miamisburg, OH

Link

Timothy Cornell

Miamisburg, OH

Link

Melissa Corrado-Harrison

Denver, CO

Link

Douglas Coughlin

New York, NY

Link

Jacob Creydt

Bloomington, MN

 

Lori Daffron

Santa Barbara, CA

Link

Stephen Davis

Westlake Village, CA

Link

Sandra Dalton

Boise, ID

Link

John DeRosa

New York, NY

Link

Martin Diamond

Paramus, NJ

 

Melinda Diehl-Carmichael

Pasadena, CA

Link

Sean Dillon

Boston, MA

Link

Timothy Dod

Atlanta, GA

 

Ileana Dominguez

Las Vegas, NV

Link

Tim Donnelly

Red Bank, NJ

Link

Jason Dworak

Lincoln, NE

Link

Michael Dzikowski

Westfield, NJ

Link

Name

City & State

Website

William Einstein

New York, NY

Link

David Eisen

Philadelphia, PA

Link

Harold Elish

New York, NY

Link

David Ellis III

Cincinnati, OH

Link

Adam Epstein

New York, NY

Link

Elizabeth Engelmann

Bloomington, MN

Link

Kathleen Entwistle

Paramus, NJ

Link

R. Christopher Errico

New York, NY

Link

Steve Eubanks

Raleigh, NC

Link

Michael Evans

San Francisco, CA

Link

Mark Fendrick

Mount Laurel, NJ

Link

Craig Findley

Toledo, OH

Link

Vincent Finney

New Albany, OH

 

Vincent Fiorentino

Stamford, CT

 

Stephen Fish

Cincinnati, OH

Link

Renee Fourcade

Century City, CA

Link

James R "Rick" Frayard

New Orleans, LA

Link

Judy Fredrickson

Minneapolis, MN

Link

Drew Freides

Los Angeles, CA

Link

Jevin Ferguson

Newport Beach, CA

 

Clark Gallivan

Greenville, SC

Link

Elaine Gampbel

Denver, CO

 

Scott Garnett

Richmond, VA

Link

John Garvey

Philadelphia, PA

Link

David Gasper

Troy, MI

Link

Gary Ghigliotti

Portsmouth, NH

 

Michael Giacone

New York, NY

Link

Steve Gold

Miami, FL

Link

David Goldberg

Plano, TX

Link

Rachel Gottlieb

New York, NY

 

Ghislain Gouraige

Coral Gables, FL

Link

William Greco

Hartford, CT

Link

Louise Gunderson

New York, NY

Link

Barry Haffner

Washington, DC

Link

Martin Halbfinger

New York, NY

Link

John M. Halperin

Encino, CA

 

Michael Haskell

New York, NY

Link

Holly Hendrix

New York, NY

Link

Keegan M. Hennessy

Atlanta, GA

Link

Jeffrey Herman

Winston-Salem, NC

Link

Richard Horn

Baltimore, MD

Link

Randale Honaker

Miamisburg, OH

Link

Thomas Huvane

New York, NY

Link

Donald Jackson

Tulsa, OK

Link

Teresa Jacobsen

Stamford, CT

Link

William James

Columus, OH

Link

David Jasper

San Francisco, CA

Link

Patricia Johnson

Los Angeles, CA

 

Michael Kanigher

Los Angeles, CA

Link

Michael Karl

St Cloud, MN

Link

Jessica Kartzinel

Las Vegas, NV

Link

Jason Katz

New York, NY

Link

Matthew Kelleher

Seattle, WA

 

Mike Kemp

Roanoke, VA

Link

Bud King

St Louis, MO

Link

Jonathan Kleiman

Melville, NY

Link

Drew Kliber

Missoula, MT

Link

Jeffrey Kobernick

New York, NY

Link

Jennifer Kraus

New York, NY

Link

Ira Kravitz

Plano, TX

Link

Karl Kreshpane

Paramus, NJ

Link

Name

City & State

Website

Leslie Lauer

Atlanta, GA

Link

John Landers

Houston, TX

Link

Corey Langston

Irvine, CA

 

John Lawrence III

Cincinnati, OH

Link

Steven Levine

Los Angeles, CA

 

Paul Lewis

New York, NY

Link

Thomas Lips

Hartford, CT

Link

Jana Lisle Parham

Nashville, TN

Link

Elizabeth Lockwood

Houston, TX

Link

Ryan Long

Dallas, TX

Link

James Lowden

Pittsburgh, PA

 

James Mahoney

Palm Beach Gardens, FL

 

Thomas Mahoney

Los Angeles, CA

Link

Jay Maltby

Chicago, IL

Link

Thomas Mantione

Stamford, CT

Link

Gregory Marcus

Washington, DC

Link

Alberto Matias Cohen

Miami, FL

 

Joseph Matina

Short Hills, NJ

Link

Michael Matthews

Bellevue, WA

Link

Caryl-Lyn Mazullo

Akron, OH

Link

Owen McBride

Cleveland, OH

Link

Christopher McCormick

Chicago, IL

Link

Jeremy McPherson

Charlotte, NC

Link

Christine McGinley

Mount Laurel, NJ

Link

James Mead

Portland, OR

Link

Manish Mehta

Chapel Hill, NC

 

Travis Miller

Dearborn, MI

Link

Bruno Miranda

Coral Gables, FL

Link

Barry Mitchell Jr

White Plains, NY

Link

Mark Moore

Austin, TX

Link

Thomas Moore

Phoenix, AZ

Link

William Murphy

Cleveland, OH

Link

Angela Mwanza

New York, NY

 

Betsy Nelson

Chicago, IL

Link

Christopher Niles

Fort Lauderdale, FL

Link

Christopher Ohmstede

Beaumont, TX

Link

Lee Oleinick

Shadyside, PA

Link

Stephen Park

McLean, VA

Link

Samantha Parker Hopkins

Tampa, FL

 

Sharon Paul

New York, NY

Link

Christopher Pfaff

Chicago, IL

Link

Maxwell Peckler

Boston, MA

Link

Andrew Perry

Short Hills, NJ

Link

Todd Perry

Short Hills, NJ

Link

Donald Peterson

Dallas, TX

 

Fred Pierce

Florham Park, NJ

Link

Michael Platte

New Albany, OH

 

Michael Poppo

New York, NY

Link

Barry Porter

Newport Beach, CA

 

Travis Propst

Atlanta, GA

Link

Renato Reali

New York, NY

 

Brett Rhode

Conskohocken, PA

Link

Bonnie Richards

New York, NY

 

James Rimmel

Pittsburgh, PA

 

Karen Robbins

Newtown, PA

Link

Falls Robinson

Memphis, TN

Link

Jesse Rodriquez

Newport Beach, CA

 

William Rose

New York, NY

 

Adam Rosenthal

New York, NY

Link

Peter Rosenthal

Jericho, NY

Link

Steven Rothman

Red Bank, NJ

Link

Emily Rubin

New York, NY

Link

Justin Ryan

Atlanta, GA

 

Name

City & State

Website

Frank Sabia

White Plains, NY

Link

Nick Sadowsky

Aventura, FL

Link

Sharon Sager

New York, NY

Link

Lee Samson

New York, NY

Link

Sara Saxe

Menlo Park, CA

Link

Stephen Schaefer

Coral Gables, FL

 

William Schoff

Rochester, NY

Link

Brian Schiller

New York, NY

Link

Joseph Schirripa

Beverly Hills, CA

Link

Steven Schultz

Phoenix, AZ

Link

Daniel Schwartz

Paramus, NJ

Link

Eric Schwartz

Florham Park, NJ

Link

Robert Sechan

New York, NY

Link

Lori Siegel

Houston, TX

 

L. Marc Shegoski

Princeton, NJ

Link

Timothy Shelton

Plymouth, MI

Link

Kellie Sheryak

Louisville, KY

 

Katerina Simonetti

Philadelphia, PA

Link

Diana Skerl

New York, NY

 

James Small

Las Vegas, NV

Link

Lawrence Smith

Brea, CA

Link

Thomas Smith

Palm Beach, FL

Link

Tony Smith

Liberty Park, AL

Link

Sharon Callender Snowden

Houston, TX

Link

John Sofranko

Sewickly, PA

Link

Alan Spierer

Westfield, NJ

Link

Jason Stephens

Naples, FL

Link

Peter Strope

Southpointe, PA

Link

William Sullivan

Boston, MA

Link

Jeffrey Swett

Boston, MA

Link

Mark Switow

Louisville, KY

Link

James Taylor

Boston, MA

Link

Charles Temel

New York, NY

Link

Michael Theilmann

Wayzata, MN

Link

Michael Thompson

Irvine, CA

Link

Daniel Torbeck

Cincinnati, OH

Link

David Uva

Boston, MA

Link

Camille Valentine

Boston, MA

Link

David Van Ackler

Westlake Village, CA

 

Emily Van Hoorickx

San Jose, CA

Link

Ed Ventrice

Boca Raton, FL

Link

Paul Vigue

New York, NY

 

Todd Vralsted

Billings, MT

Link

Roger Wacker

Los Angeles, CA

 

Kalyn Maher-Walker

Carmel Valley, CA

Link

Scott Weber

West Palm Beach, FL

 

Laura Wellon

Atlanta, GA

Link

Paul Wexler

Melville, NY

 

Lance White

New Albany, OH

 

Carol Wilshire

Los Angeles, CA

Link

Jacqueline Willens

New York, NY

Link

Tad Willenbrock

Denver, CO

Link

Alexander Williams

New York, NY

 

Hardy Winburn

Little Rock, AR

Link

Kenneth Wise

Toledo, OH

Link

Kenneth Witover

New York, NY

Link

Hunter Wolbach

Kansas City, MO

Link

Thomas Wood

Boston, MA

Link

Andrew Worthington

Hartford, CT

Link

Andy Zager

Atlanta, GA

Link

Aric Zamel

Beverly Hills, CA

Link

Notes to Editors:

About UBS Wealth Management Americas 

Wealth Management Americas is one of the leading wealth managers in the Americas in terms of Financial Advisor productivity and invested assets. Its business includes UBS’s domestic U. S. and Canadian wealth management businesses, as well as international business booked in the U.S. It provides a fully integrated set of wealth management solutions designed to address the needs of ultra high net worth and high net worth clients.

About UBS 

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.

UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media Contact

For UBS Wealth Management Americas
Maya Dillon
Maya.dillon@ubs.com
Tel:  212-713-3130
Mobile:  917-615-7094