50 UBS FAs named to Working Mother magazine’s 2019 "Top Wealth Advisor Moms" list

New York, October 3 –Working Mother magazine recently released their 2019 "Top Wealth Advisor Moms" list and recognized 50 Financial Advisors at UBS. In just two years, UBS has more than doubled its presence on the list, rising from 24 financial advisors in 2017 to 50 financial advisors in 2019.

One of our Advisors, Wendy Holmes, explained how she overcame obstacles allowing her to become successful in her field while raising her daughter.

Wendy stated, "My husband and I tried for years to get pregnant. That experience made me appreciate that you can never fully understand what someone else is going through—and that financial assets do not solve many of life’s challenges. In order for us to be effective, we need to understand what drives and concerns our clients. I used that obstacle to connect on a deeper level with clients and help build a team with a shared vision."

These 50 women have been recognized for their ability to successfully balance work and family, earning them a spot on this prestigious list. Working Mother and Shook Research rank these advisors based on the volume of assets overseen by the advisors and their team, revenues generated for the firm, and the quality of the advisors’ practices. 

About UBS Global Wealth Management

As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).