New York, March 12 – Each year, Barron’s publishes its “Top 1,200 Advisors” list, a ranking of top financial advisors in all 50 states and the District of Columbia based on AUM.

This year, 167 UBS Advisors made the grade: the same amount on the list in 2017. And six of our FAs were the top in their state, earning them a profile in the weekly publication, including: Sandra Dalton, Jonathan Beukelman, Rick Frayard, Michael Jefferies, Tony Smith, and Gary Tantleff.

"I'm pleased to see our Advisors across the U.S. recognized for their expertise, insights and dedication to helping clients achieve their financial goals," said Brian Hull, Head of WM USA. "These Advisors are doing a tremendous job of delivering the unique capabilities we offer as the world's only truly global wealth manager to their clients, and I'm confident in their ability to build on that momentum."

Our UBS Advisors on this year's list:

Name

City & State

Keith Apton

Washington DC

Glenn Arthurs

Buffalo, NY

David Barnes

Dallas, TX

Michael Barron

Palm Beach, FL

James Beatty

Portland, OR

Tony Bebbington

Phoenix, AZ

Brian Bennett

New York, NY

Eileen Berman

Palm Beach, FL

Rob Bertino

Dallas, TX

Jonathan Beukelman

Lincoln, NE

Robert Bickham

New Orleans, LA

Mark Binder

Los Angeles, CA

Michael Bober

Boca Raton, FL

Hank Boyce

Aventura, FL

Douglas Braff

New York, NY

Andrew Burish

Madison, WI

Cameron Cheek

Portland, OR

Derek Cherne

Wayzata, MN

Craig Chiate

Los Angeles, CA

Dale Christenson

Omaha, NE

Chris Clifford

San Francisco, CA

Louis Close

Minneapolis, MN

Tim Connolly

Boston, MA

Terry Cook

Bellevue, WA

Melissa Corrado Harrison

Denver, CO

Robert Coussens

Portland, OR

Jacob Creydt

Bloomington, MN

Sandra Cunningham

Washington DC

Sandra Dalton

Boise, ID

Charles Dankworth

New Albany, OH

Ajay Desai

Chicago, IL

Earle Dodd

Atlanta, GA

Jerry Duncan

Liberty Park, AL

Jason Dworak

Lincoln, NE

C B 'Pete" Edmonds

Albuquerque, NM

William Einstein

New York, NY

David Eisen

Philadelphia, PA

Mark Elias

Houston, TX

Harold Elish

New York, NY

David Ellis III

Cincinnati, OH

Steve Eubanks

Raleigh, NC

Michael Evans

San Francisco, CA

Mark Fendrick

Mount Laurel, NJ

Adam Fetterman

Boca Raton, FL

Sean Fetterman

Boca Raton, FL

Craig Findley

Toledo, OH

Stephen Fish

Kenwood, OH

Bobby Fisher

Houston, TX

Renee Fourcade

Century City, CA

James R "Rick" Frayard

New Orleans, LA

Judy Fredrickson

Minneapolis, MN

Drew Freides

Los Angeles, CA

W Clark Gallivan

Greenville, SC

Chris Garvin

Fort Lauderdale, FL

Greg Golding

New Orleans, LA

Ghislain Gouraige

Coral Gables, FL

Will Gourd

Stamford, CT

Thomas Gower III

Bangor, ME

William Greco

Hartford, CT

Matthew Green

Indianapolis, IN

Robert Green

Greensboro, NC

William Grové

Columbus, OH

Louise Gunderson

New York, NY

Roy Gutierrez

Little Rock, AR

Lawrence Haertel

Greenwich, CT

Barry Haffner

Washington DC

Martin Halbfinger

New York, NY

Donald Jackson

Tulsa, OK

Stanton Jacobs

Knoxville, TN

Teresa Jacobsen

Stamford, CT

David Jasper

San Francisco, CA

Michael Jefferies

Kansas City, MO

Michael Kanigher

Los Angeles, CA

Jason Katz

New York, NY

Mark Kever

Plano, TX

Matt Kilgroe

St. Petersburg, FL

Bud King

St. Louis, MO

Rick Kirkinis

Florham Park, NJ

Gregory Klenke

Houston, TX

Jeffrey Kobernick

New York, NY

Ira Kravitz

Plano, TX

Alexander Ladage

Austin, TX

Edward Lang

Portland, OR

Michael Lappin

Raleigh, NC

Leslie Lauer

Atlanta, GA

Tad Lawrence

Kenwood, OH

Steve Levine

Los Angeles, CA

Mark Lichtenfeld

Florham Park, NJ

Thomas Lips

Hartford, CT

Elizabeth Lockwood

Houston, TX

Brian Lowenthal

Palm Beach, FL

Charles Major

Minneapolis, MN

James Mahoney

Palm Beach Gardens, FL

Jay Maltby

Chicago, IL

Thomas Mantione

Stamford, CT

Gregory Marcus

Washington DC

Joseph Matina

Short Hills, NJ

Michael Matthews

Bellevue, WA

Patrick McCarthy

Leawood, KS

Greg McDonald

Midland, TX

Christine McGinley

Mount Laurel, NJ

Manish Mehta

Chapel Hill, NC

Keith Mericka

Atlanta, GA

Glen Mintz

Park City, UT

John Montgomery

Atlanta, GA

Mark Moore

Austin, TX

Bill Rush Mosby

Jackson, MS

Jonathan Murray

Hunt Valley, MD

Timothy O'Brien

Burlington, VT

Kenneth Parham

Greenville, SC

Louis Paster

Chicago, IL

Andrew Perry

Short Hills, NJ

Todd Perry

Short Hills, NJ

Donald Peterson

Dallas, TX

Michael Poppo

New York, NY

Van Price

Atlanta, GA

Russell Rabito

New York, NY

Sam Rankin

Charlotte, NC

R. Craig Rathjen

Houston, TX

James Rimmel

Pittsburgh, PA

Adam Rosenthal

New York, NY

Daniel Rothenberg

Los Angeles, CA

William Royer

Billings, MT

Peter Rukeyser

New York, NY

Justin Ryan

Atlanta, GA

Frank J. Sabia

White Plains, NY

Arun Sardana

Bethesda, MD

Joseph Schirripa

Beverly Hills, CA

Steven Schultz

Phoenix, AZ

Daniel Schwartz

Paramus, NJ

Robert Sechan

New York, NY

Charles Sessa

Philadelphia, PA

L. Marc Shegoski

Princeton, NJ

Keith Sheppard

Portland, OR

James Small

Las Vegas, NV

Lawrence Smith

Brea, CA

J Thomas Smith

Palm Beach, FL

Tony Smith

Liberty Park, AL

Alan Spierer

Westfield, NJ

Scott Stackman

New York, NY

Jason Stephens

Naples, GA

Roger Stephens

Los Angeles, CA

Peter Strope

Southpointe, PA

William Sullivan

Boston, MA

Robert Swiller

Minneapolis, MN

Mark Switow

Louisville, KY

Gary Tantleff

Warren NJ

Paul Tashima

Chicago, IL

Wesley Tate

Oakbrook, IL

Daniel Torbeck

Kenwood, OH

Donald W. Tynion II

Burlington, VT

Emily Van Hoorickx

San Jose, CA

Ed Ventrice

Boca, Raton

Jon Vigi

Birmingham, MI

Todd Vralsted

Billings, MT

Richard Whalen

Phoenix, AZ

Mark Wilkins

St. Louis, MO

Jacqueline Willens

New York, NY

Alexander Williams

New York, NY

Jay Williams

Memphis, TN

Hardy Winburn

Little Rock, AR

Kenneth Wise

Toledo, OH

Ken Witover

New York, NY

James Wrenn

Lake Oswego, OR

Allen Wright

Atlanta, GA

Barry Young

Houston, TX

Christopher Zangari

Westfield, NJ

METHODOLOGY:
Barron’s Top 1200, 100 criteria are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.

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