New York, May 1 - Forbes recently released their 2018 America's Top Women Wealth Advisors ranking and recognized 44 Financial Advisors at UBS out of 250 total.
The focus, expertise and dedication to excellence these Advisors exhibit every day on behalf of their clients further differentiates UBS from our competitors," said Brian Hull, Head WM USA. Congratulations to each of them on this well-deserved recognition."
UBS Financial Advisor Kellie Sheryak was featured alongside the list elaborating on her career and what sets her practice apart. "Sometimes it’s just explaining a well-thought out plan, said Sheryak in the Forbes feature. “You have to get them comfortable and work with them about being truthful about what their spending really is." Sheryak aims to reach out to the next generation and even hopes her son, Connor, who is starting UBS’s three-year inter-generational advisor training program this summer, will join her team and continue to pass on their special brand of wisdom to private wealth clients in the Louisville area.
Our UBS Advisors on this year's list:
Name | Name | City & State | City & State |
|---|---|---|---|
Name | Leslie Lauer | City & State | Atlanta, GA |
Name | Laura Wellon | City & State | Atlanta, GA |
Name | Elizabeth Engelmann | City & State | Bloomington, MN |
Name | Sandra Dalton | City & State | Boise, ID |
Name | Camille Valentine | City & State | Boston, MA |
Name | Kalyn Maher Walker | City & State | Carmel Valley, CA |
Name | Renee Fourcade | City & State | Century City, CA |
Name | Betsy Nelson | City & State | Chicago, IL |
Name | Melissa Corrado Harrison | City & State | Denver, CO |
Name | Elizabeth Lockwood | City & State | Houston, TX |
Name | Lori Siegel | City & State | Houston, TX |
Name | Patricia Johnson | City & State | Los Angeles, CA |
Name | Carol Wilshire | City & State | Los Angeles, CA |
Name | Shelley Richardson | City & State | Los Gatos, CA |
Name | Kellie Sheryak | City & State | Louisville, KY |
Name | Judy Colvin | City & State | Menlo Park, CA |
Name | Sara Saxe | City & State | Menlo Park, CA |
Name | Judy Fredrickson | City & State | Minneapolis, MN |
Name | Christine McGinley | City & State | Mount Laurel, NJ |
Name | Jana Lisle Parham | City & State | Nashville, TN |
Name | Sonia Attkiss | City & State | New York, NY |
Name | Victoria Clark | City & State | New York, NY |
Name | Rachel Gottlieb | City & State | New York, NY |
Name | Louise Gunderson | City & State | New York, NY |
Name | Holly Hendrix | City & State | New York, NY |
Name | Angela Mwanza | City & State | New York, NY |
Name | Sharon Paul | City & State | New York, NY |
Name | Bonnie Richards | City & State | New York, NY |
Name | Emily Rubin | City & State | New York, NY |
Name | Sharon Sager | City & State | New York, NY |
Name | Diana Skerl | City & State | New York, NY |
Name | Jacqueline Willens | City & State | New York, NY |
Name | Teri Conklin | City & State | Northbrook, IL |
Name | Paula Connell | City & State | Paducah, KY |
Name | Eileen Berman | City & State | Palm Beach, FL |
Name | Kristen Scarpa Bissett | City & State | Palm Beach, FL |
Name | Kathleen Entwistle | City & State | Paramus, NJ |
Name | Melinda Diehl-Carmichael | City & State | Pasadena, CA |
Name | Laura Belo | City & State | San Francisco, CA |
Name | Emily Van Hoorickx | City & State | San Jose, CA |
Name | Lori Daffron | City & State | Santa Barbara, CA |
Name | Susan Bailey | City & State | Scottsdale, AZ |
Name | Lisa Chapman | City & State | Seal Beach, CA |
Name | Teresa Jacobsen | City & State | Stamford, CT |
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
