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."

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

Name

City & State

Website

Keith Apton

Washington DC

Link

Glenn Arthurs

Buffalo, NY

Link

David Barnes

Dallas, TX

 

Michael Barron

Palm Beach, FL

Link

James Beatty

Portland, OR

Link

Tony Bebbington

Phoenix, AZ

Link

Brian Bennett

New York, NY

 

Eileen Berman

Palm Beach, FL

Link

Rob Bertino

Dallas, TX

Link

Jonathan Beukelman

Lincoln, NE

Link

Robert Bickham

New Orleans, LA

Link

Mark Binder

Los Angeles, CA

 

Michael Bober

Boca Raton, FL

Link

Hank Boyce

Aventura, FL

 

Douglas Braff

New York, NY

Link

Andrew Burish

Madison, WI

Link

Cameron Cheek

Portland, OR

Link

Derek Cherne

Wayzata, MN

Link

Craig Chiate

Los Angeles, CA

 

Dale Christenson

Omaha, NE

Link

Chris Clifford

San Francisco, CA

Link

Louis Close

Minneapolis, MN

Link

Tim Connolly

Boston, MA

Link

Terry Cook

Bellevue, WA

Link

Melissa Corrado Harrison

Denver, CO

Link

Robert Coussens

Portland, OR

Link

Jacob Creydt

Bloomington, MN

Link

Sandra Cunningham

Washington DC

 

Sandra Dalton

Boise, ID

Link

Charles Dankworth

New Albany, OH

Link

Ajay Desai

Chicago, IL

 

Earle Dodd

Atlanta, GA

Link

Jerry Duncan

Liberty Park, AL

Link

Jason Dworak

Lincoln, NE

Link

C B 'Pete" Edmonds

Albuquerque, NM

Link

William Einstein

New York, NY

Link

David Eisen

Philadelphia, PA

Link

Mark Elias

Houston, TX

Link

Harold Elish

New York, NY

Link

David Ellis III

Cincinnati, OH

Link

Steve Eubanks

Raleigh, NC

Link

Michael Evans

San Francisco, CA

Link

Mark Fendrick

Mount Laurel, NJ

Link

Adam Fetterman

Boca Raton, FL

Link

Sean Fetterman

Boca Raton, FL

Link

Craig Findley

Toledo, OH

Link

Stephen Fish

Kenwood, OH

Link

Bobby Fisher

Houston, TX

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

W Clark Gallivan

Greenville, SC

Link

Chris Garvin

Fort Lauderdale, FL

Link

Greg Golding

New Orleans, LA

 

Ghislain Gouraige

Coral Gables, FL

Link

Will Gourd

Stamford, CT

Link

Thomas Gower III

Bangor, ME

 

William Greco

Hartford, CT

Link

Matthew Green

Indianapolis, IN

 

Robert Green

Greensboro, NC

Link

William Grové

Columbus, OH

Link

Louise Gunderson

New York, NY

Link

Roy Gutierrez

Little Rock, AR

Link

Lawrence Haertel

Greenwich, CT

Link

Barry Haffner

Washington DC

Link

Martin Halbfinger

New York, NY

Link

Donald Jackson

Tulsa, OK

Link

Stanton Jacobs

Knoxville, TN

Link

Teresa Jacobsen

Stamford, CT

Link

David Jasper

San Francisco, CA

Link

Michael Jefferies

Kansas City, MO

Link

Michael Kanigher

Los Angeles, CA

Link

Jason Katz

New York, NY

Link

Mark Kever

Plano, TX

Link

Matt Kilgroe

St. Petersburg, FL

Link

Bud King

St. Louis, MO

Link

Rick Kirkinis

Florham Park, NJ

 

Gregory Klenke

Houston, TX

Link

Jeffrey Kobernick

New York, NY

Link

Ira Kravitz

Plano, TX

Link

Alexander Ladage

Austin, TX

Link

Edward Lang

Portland, OR

Link

Michael Lappin

Raleigh, NC

Link

Leslie Lauer

Atlanta, GA

Link

Tad Lawrence

Kenwood, OH

Link

Steve Levine

Los Angeles, CA

Link

Mark Lichtenfeld

Florham Park, NJ

Link

Thomas Lips

Hartford, CT

Link

Elizabeth Lockwood

Houston, TX

Link

Brian Lowenthal

Palm Beach, FL

Link

Charles Major

Minneapolis, MN

Link

James Mahoney

Palm Beach Gardens, FL

Link

Jay Maltby

Chicago, IL

Link

Thomas Mantione

Stamford, CT

Link

Gregory Marcus

Washington DC

Link

Joseph Matina

Short Hills, NJ

Link

Michael Matthews

Bellevue, WA

Link

Patrick McCarthy

Leawood, KS

Link

Greg McDonald

Midland, TX

 

Christine McGinley

Mount Laurel, NJ

Link

Manish Mehta

Chapel Hill, NC

Link

Keith Mericka

Atlanta, GA

Link

Glen Mintz

Park City, UT

Link

John Montgomery

Atlanta, GA

Link

Mark Moore

Austin, TX

Link

Bill Rush Mosby

Jackson, MS

Link

Jonathan Murray

Hunt Valley, MD

Link

Timothy O'Brien

Burlington, VT

Link

Kenneth Parham

Greenville, SC

Link

Louis Paster

Chicago, IL

Link

Andrew Perry

Short Hills, NJ

Link

Todd Perry

Short Hills, NJ

Link

Donald Peterson

Dallas, TX

Link

Michael Poppo

New York, NY

Link

Van Price

Atlanta, GA

Link

Russell Rabito

New York, NY

Link

Sam Rankin

Charlotte, NC

Link

R. Craig Rathjen

Houston, TX

Link

James Rimmel

Pittsburgh, PA

Link

Adam Rosenthal

New York, NY

Link

Daniel Rothenberg

Los Angeles, CA

Link

William Royer

Billings, MT

Link

Peter Rukeyser

New York, NY

Link

Justin Ryan

Atlanta, GA

Link

Frank J. Sabia

White Plains, NY

Link

Arun Sardana

Bethesda, MD

Link

Joseph Schirripa

Beverly Hills, CA

Link

Steven Schultz

Phoenix, AZ

Link

Daniel Schwartz

Paramus, NJ

Link

Robert Sechan

New York, NY

Link

Charles Sessa

Philadelphia, PA

Link

L. Marc Shegoski

Princeton, NJ

Link

Keith Sheppard

Portland, OR

Link

James Small

Las Vegas, NV

Link

Lawrence Smith

Brea, CA

Link

J Thomas Smith

Palm Beach, FL

Link

Tony Smith

Liberty Park, AL

Link

Alan Spierer

Westfield, NJ

Link

Scott Stackman

New York, NY

Link

Jason Stephens

Naples, GA

Link

Roger Stephens

Los Angeles, CA

Link

Peter Strope

Southpointe, PA

Link

William Sullivan

Boston, MA

Link

Robert Swiller

Minneapolis, MN

Link

Mark Switow

Louisville, KY

Link

Gary Tantleff

Warren NJ

Link

Paul Tashima

Chicago, IL

Link

Wesley Tate

Oakbrook, IL

Link

Daniel Torbeck

Kenwood, OH

Link

Donald W. Tynion II

Burlington, VT

Link

Emily Van Hoorickx

San Jose, CA

Link

Ed Ventrice

Boca, Raton

Link

Jon Vigi

Birmingham, MI

Link

Todd Vralsted

Billings, MT

Link

Richard Whalen

Phoenix, AZ

Link

Mark Wilkins

St. Louis, MO

Link

Jacqueline Willens

New York, NY

Link

Alexander Williams

New York, NY

Link

Jay Williams

Memphis, TN

 

Hardy Winburn

Little Rock, AR

Link

Kenneth Wise

Toledo, OH

Link

Ken Witover

New York, NY

Link

James Wrenn

Lake Oswego, OR

Link

Allen Wright

Atlanta, GA

Link

Barry Young

Houston, TX

Link

Christopher Zangari

Westfield, NJ

 

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