New York, January 27 – Forbes/SHOOK recently announced its 2020 "Best-in-State Wealth Advisors" list, which spotlights over 4,000 top Advisors across the country who were nominated by their firms. This year, 665 UBS Advisors made the third annual list – compared to 468 Advisors from a pool of 3,500 advisors in 2019.
Advisors on this year's list manage more than USD 4 trillion in client assets and must have at least four years of financial services experience, with one year at their current firm.
To see which Advisors were honored, check out this year's list and visit their websites to learn more.
Name | Name | City & State | City & State |
|---|---|---|---|
Name | Richard Abrams | City & State | New York, NY |
Name | John Acker | City & State | Century City, CA |
Name | Jason Adams | City & State | Bethesda, MD |
Name | Patrick Adams | City & State | Washington, DC |
Name | Mark Addessi | City & State | New York, NY |
Name | John Adelman | City & State | New York, NY |
Name | Christopher Aitken | City & State | Ponte Vedra, FL |
Name | Clifford Allen | City & State | Indianapolis, IN |
Name | Robert Allred | City & State | Washington, DC |
Name | Jesse Amarillas | City & State | Century City, CA |
Name | Angelo Amitsis | City & State | Paramus, NJ |
Name | Zak Ammirato | City & State | San Francisco, CA |
Name | Paul Anderson | City & State | Bethesda, MD |
Name | Thomas Anderson | City & State | Los Gatos, CA |
Name | David Andreadis | City & State | Washington, DC |
Name | Peter Andreasen | City & State | San Diego, CA |
Name | Stephen Andres | City & State | San Francisco, CA |
Name | Jeffrey Appelstein | City & State | Boston, MA |
Name | Keith Apton | City & State | Washington, DC |
Name | Benjamin Archer | City & State | Conshohocken, PA |
Name | Steve Armaly | City & State | Greenville, SC |
Name | Daniel Arnold | City & State | Fort Wayne, IN |
Name | Bert Arrowood | City & State | Greenville, SC |
Name | Sonia Attkiss | City & State | New York, NY |
Name | James Axelson | City & State | Newport Beach, CA |
Name | Aida Babayan | City & State | Pasadena, CA |
Name | Susan Bailey | City & State | Scottsdale, AZ |
Name | Andrew Baldassarre | City & State | Hartford, CT |
Name | Frank Baldwin | City & State | La Jolla, CA |
Name | Moshe Banin | City & State | Aventura, FL |
Name | Mike Barnowski | City & State | San Francisco, CA |
Name | Chris Barra | City & State | Los Angeles, CA |
Name | Michael Barron | City & State | Palm Beach, FL |
Name | Laurie Barry | City & State | Chicago, IL |
Name | Jonathan Barter | City & State | New York, NY |
Name | Sam Bartolai | City & State | Barrington, IL |
Name | Anthony Bebbington | City & State | Phoenix, AZ |
Name | Louis Bell | City & State | New York, NY |
Name | Laura Belo | City & State | San Francisco, CA |
Name | Brian Bennett | City & State | New York, NY |
Name | Charles Berk | City & State | Washington, DC |
Name | Eileen Berman | City & State | Palm Beach, FL |
Name | Bradford Bernstein | City & State | Philadelphia, PA |
Name | Scot Berryman | City & State | Eugeue |
Name | Rob Bertino | City & State | Dallas, TX |
Name | Jonathan Beukelman | City & State | Lincoln, NE |
Name | Andrea Bevis | City & State | Boston, MA |
Name | Eric Bickler | City & State | White Plains, NY |
Name | Mark Binder | City & State | Los Angeles, CA |
Name | Chris Black | City & State | Houston, TX |
Name | Michael Bober | City & State | Boca Raton, FL |
Name | Jill Bobigan | City & State | New York, NY |
Name | Leonard Boccia | City & State | New York, NY |
Name | Philip Bocketti | City & State | Plymouth, MI |
Name | Bradley Boeckman | City & State | Westlake, OH |
Name | Daniel Boland | City & State | Atlanta, GA |
Name | Peter Borowsky | City & State | New York, NY |
Name | Jonathan Bottema | City & State | Wayzata, MN |
Name | Nena Brackett | City & State | Houston, TX |
Name | Douglas Braff | City & State | New York, NY |
Name | Will Bragdon | City & State | Greenville, SC |
Name | Peter Braun | City & State | Boulder, CO |
Name | Karen Breed | City & State | Kenwood, OH |
Name | Anthony Brookfield | City & State | San Francisco, CA |
Name | Matthew Brown | City & State | Liberty Park, AL |
Name | Mike Brown | City & State | St. Louis, MO |
Name | Ruse Brown | City & State | Wichita, KS |
Name | Douglas Brown | City & State | Chattanooga, TN |
Name | William Bruen, Jr. | City & State | Florham Park, NJ |
Name | Lester Brunker | City & State | Minneapolis, MN |
Name | John Buchanan | City & State | Century City, CA |
Name | Jesse Bull | City & State | Wayzata, MN |
Name | Rober Bult | City & State | Kenwood, OH |
Name | Andrew Burish | City & State | Madison, WI |
Name | Jason Burkett | City & State | Fort Collins, CO |
Name | Joe Calao | City & State | Waco, TX |
Name | Dominic Calvani | City & State | Nashville, TN |
Name | William Calvert | City & State | Los Angeles, CA |
Name | Blair Cannon | City & State | San Diego, CA |
Name | Michael Caplan | City & State | Cherry Creek, CO |
Name | Michael Carr | City & State | Gainesville, FL |
Name | Lyle Casriel | City & State | New York, NY |
Name | John Castronuovo | City & State | Palm Beach, FL |
Name | Thomas Cavada | City & State | New York, NY |
Name | Monty Cerf | City & State | New York, NY |
Name | Caroline M. Chahalis | City & State | Montchanin, DE |
Name | Matthew Chalfant | City & State | Mclean, VA |
Name | Scott Chamberlain | City & State | Las Vegas, NV |
Name | James Chambers II | City & State | New London, CT |
Name | Lisa Chapman | City & State | Seal Beach, CA |
Name | Ted Chartier | City & State | Leawood, KS |
Name | Raymond Chase | City & State | Florham Park, NJ |
Name | Cameron Cheek | City & State | Portland, OR |
Name | Derek Cherne | City & State | Wayzata, MN |
Name | Craig Chiate | City & State | Los Angeles, CA |
Name | James Chiate | City & State | Irvine, CA |
Name | Daniel Chillemi | City & State | Indianapolis, IN |
Name | Alex Chivarsky | City & State | Century City, CA |
Name | May Chong | City & State | Los Angeles, CA |
Name | Peter Choy | City & State | Phoenix, AZ |
Name | Michael Chudd | City & State | Las Vegas, NV |
Name | Victoria Clark | City & State | New York, NY |
Name | William Clegg IV | City & State | Bonita Springs, FL |
Name | Christopher Clifford | City & State | San Francisco, CA |
Name | Louis Close | City & State | Minneapolis, MN |
Name | Lewis Cohen | City & State | Philadelphia, PA |
Name | Alberto Cohen | City & State | Miami, FL |
Name | Frank Coiro | City & State | New York, NY |
Name | Michael Colacci | City & State | Mount Laurel, NJ |
Name | Judy Colvin | City & State | Menlo Park, CA |
Name | Christopher Compton | City & State | Liberty Park, AL |
Name | Frank Condon | City & State | Red Bank, NJ |
Name | Teri Conklin | City & State | Northbrook, IL |
Name | Paula Connell | City & State | Paducah, KY |
Name | Timothy Connolly | City & State | Boston, MA |
Name | Blair Cornell | City & State | Dayton, OH |
Name | Timothy Cornell | City & State | Dayton, OH |
Name | Manuel Coroalles | City & State | Miami, FL |
Name | Melissa Corrado Harrison | City & State | Denver, CO |
Name | Gerard Costello | City & State | New York, NY |
Name | Douglas Coughlin | City & State | New York, NY |
Name | Brett Crawford | City & State | Montgomery, AL |
Name | Jacob Creydt | City & State | Bloomington, MN |
Name | Louis Croce | City & State | Garden City, NY |
Name | Lance Crossett | City & State | Fort Collins, CO |
Name | William Cseplo | City & State | Muirfield, OH |
Name | Joseph Cullen | City & State | Boston, MA |
Name | Robert Cummins | City & State | San Mateo, CA |
Name | Sandra Cunningham | City & State | Washington, DC |
Name | Robert Cusano | City & State | Hartford, CT |
Name | Chad Czerwinski | City & State | Hartford, CT |
Name | Lori Daffron | City & State | Santa Barbara, CA |
Name | Erik Dahlquist | City & State | New York, NY |
Name | Sandra Dalton | City & State | Boise, ID |
Name | Christopher Damante | City & State | Palm Beach, FL |
Name | Philip Danishefsky | City & State | New York, NY |
Name | Stephen Davis | City & State | Westlake Village, CA |
Name | Charles Day | City & State | New York, NY |
Name | Terry Dean | City & State | Naples, FL |
Name | Robert DeForest | City & State | West Palm Beach, FL |
Name | James DeGoler | City & State | Kansas City, MO |
Name | Justin Demko | City & State | Los Angeles, CA |
Name | John DeRosa | City & State | New York, NY |
Name | Ajay Desai | City & State | Chicago, IL |
Name | John DeSantis | City & State | Indianapolis, IN |
Name | Daniel Diaz | City & State | Miami, FL |
Name | Robert DiColo | City & State | Providence, RI |
Name | Melinda Diehl-Carmichael | City & State | Pasadena, CA |
Name | Douglas DiGiorno | City & State | Naples, FL |
Name | Sean Dillon | City & State | Boston, MA |
Name | Rosemarie Dios | City & State | Southampton, NY |
Name | Brian Doak | City & State | Hunt Valley, MD |
Name | Timothy Dod | City & State | Atlanta, GA |
Name | Benjamin Domingue | City & State | Lafayette, LA |
Name | Ileana Dominguez | City & State | Henderson, NV |
Name | Brian Donaldson | City & State | La Jolla, CA |
Name | Michael Doney | City & State | Seattle, WA |
Name | Carla Donina | City & State | Chattanooga, TN |
Name | Robert Donina | City & State | Chattanooga, TN |
Name | Tim Donnelly | City & State | Red Bank, NJ |
Name | Peter Dorfman | City & State | New York, NY |
Name | Harshal Doshi | City & State | Beverly Hills, CA |
Name | Jason Douglas | City & State | Atlanta, GA |
Name | Thaddeus Dulin | City & State | Greenville, SC |
Name | Timothy Dumont | City & State | Kenwood, OH |
Name | Jason Dworak | City & State | Lincoln, NE |
Name | Michael Dzikowski | City & State | Westfield, NJ |
Name | Name | City & State | City & State |
|---|---|---|---|
Name | Thomas Eddy | City & State | Chattanooga, TN |
Name | William Einstein | City & State | New York, NY |
Name | Harold Elish | City & State | New York, NY |
Name | Michael Ellington | City & State | Chicago, IL |
Name | David Ellis, III | City & State | Cincinnati, OH |
Name | Elizabeth Engelmann | City & State | Bloomington, MN |
Name | Kathleen Entwistle | City & State | Paramus, NJ |
Name | Adam Epstein | City & State | New York, NY |
Name | R. Christopher Errico | City & State | New York, NY |
Name | Franco Estrada-Velasco | City & State | San Juan, PR |
Name | Steve Eubanks | City & State | Raleigh, NC |
Name | Michael Evans | City & State | San Francisco, CA |
Name | James Fair | City & State | Boston, MA |
Name | Mark Fendrick | City & State | Mount Laurel, NJ |
Name | Daniel Fetterolf | City & State | Greenville, SC |
Name | Vincent Fiorentino | City & State | Stamford, CT |
Name | Stephen Fish | City & State | Kenwood, OH |
Name | Hugh Fisher | City & State | Naples, FL |
Name | Richard E. Fister, Jr. | City & State | St. Louis, MO |
Name | Joseph Fitzpatrick | City & State | Melville, NY |
Name | Peter Foley | City & State | Palm Beach Gardens, FL |
Name | Daniel Forman | City & State | Conshohocken, PA |
Name | Tim Foster | City & State | Kenwood, OH |
Name | Renee Fourcade | City & State | Century City, CA |
Name | Nick Francia | City & State | Washington, DC |
Name | James Frayard | City & State | New Orleans, LA |
Name | Judy Fredrickson | City & State | Minneapolis, MN |
Name | Tom Freeman | City & State | Kansas City, MO |
Name | Drew Freides | City & State | Los Angeles, CA |
Name | Matthew Fresca | City & State | Lexington, KY |
Name | Sean Gabrio | City & State | Portland, OR |
Name | Robert Gach | City & State | Beverly Hills, CA |
Name | Jonathan Galli | City & State | Boston, MA |
Name | Walter Galllivan | City & State | Greenville, SC |
Name | Elaine Gampel | City & State | Denver, CO |
Name | Scott Garnett | City & State | Richmond, VA |
Name | John Garvey | City & State | Philadelphia, PA |
Name | Chris Garvin | City & State | Ft. Lauderdale, FL |
Name | Brett Gasper | City & State | Troy, MI |
Name | John Geist | City & State | Lincoln, NE |
Name | Gary Ghigliotti | City & State | Portsmouth, NH |
Name | Michael Giacone | City & State | New York, NY |
Name | Ron Giancristofaro | City & State | New York, NY |
Name | Bart Gibson | City & State | Baltimore, MD |
Name | Harris Gignilliat | City & State | Atlanta, GA |
Name | Richard Giordano | City & State | New York, NY |
Name | Lee Gleeman | City & State | Boca Raton, FL |
Name | Derek Glynn | City & State | Everett, WA |
Name | Chad Goerner | City & State | Princeton, NJ |
Name | Steve Gold | City & State | Miami, FL |
Name | David Goldberg | City & State | Andrews, TX |
Name | William Goldberg | City & State | Houston, TX |
Name | Jorge Gomez | City & State | Coral Gables, FL |
Name | Rachel Gottlieb | City & State | New York, NY |
Name | Ghislain Gouraige | City & State | Coral Gables, FL |
Name | William Gourd | City & State | Stamford, CT |
Name | William Greco | City & State | Hartford, CT |
Name | Matthew Green | City & State | Indianapolis, IN |
Name | Michael Greenly | City & State | Philadelphia, PA |
Name | Richard Greenspan | City & State | New York, NY |
Name | Anthony Guinane | City & State | Irvine, CA |
Name | Sonny Gulati | City & State | Palo Alto, CA |
Name | Louise Gunderson | City & State | New York, NY |
Name | Jessica Guo | City & State | Wellesley, MA |
Name | Roy Gutierrez | City & State | Little Rock, AR |
Name | Barry Haffner | City & State | Washington, DC |
Name | Sean Hagerty | City & State | Baltimore, MD |
Name | Martin Halbfinger | City & State | New York, NY |
Name | John Halperin | City & State | Encino, CA |
Name | John Hamilton | City & State | Rutland, VT |
Name | Braydon Hamilton | City & State | La Jolla, CA |
Name | Hammond Han | City & State | Washington, DC |
Name | Andrew Hanson | City & State | Southpointe, PA |
Name | Brendon Harbron | City & State | Indianapolis, IN |
Name | Sean Hardy | City & State | Cleveland, OH |
Name | Kyle Harris | City & State | Baltimore, MD |
Name | Diane Hart | City & State | Pasadena, CA |
Name | Michael Haskell | City & State | New York, NY |
Name | Michael Hatch | City & State | Beverly Hills, CA |
Name | James Hay | City & State | Bloomington, MN |
Name | Kevin Haynes | City & State | Montgomery, AL |
Name | Jared Hendler | City & State | Washington, DC |
Name | Holly Hendrix | City & State | New York, NY |
Name | Keegan M. Hennessy | City & State | Atlanta, GA |
Name | Jeffrey Herman | City & State | Winston-Salem, NC |
Name | Kenneth Heyman | City & State | Florham Park, NJ |
Name | Brett Hina | City & State | Conshohocken, PA |
Name | Wendy Holmes | City & State | New York, NY |
Name | Randale Honaker | City & State | Dayton, OH |
Name | Richard Horn | City & State | Baltimore, MD |
Name | Brad Howell | City & State | Seal Beach, CA |
Name | Gregory Hurst | City & State | New York, NY |
Name | William Huthnance | City & State | Houston, TX |
Name | Thomas Huvane | City & State | New York, NY |
Name | Richard Ina | City & State | Franklin, TN |
Name | Julian Iragorri | City & State | New York, NY |
Name | Donald Jackson | City & State | Tulsa, OK |
Name | Christopher Jackson | City & State | Washington, DC |
Name | Stanton Jacobs | City & State | Knoxville, TN |
Name | Teresa Jacobsen | City & State | Stamford, CT |
Name | William James | City & State | Upper Arlington, OH |
Name | David Jasper | City & State | San Francisco, CA |
Name | Kelly Jay | City & State | Walnut Creek, CA |
Name | Jason Johnson | City & State | Orlando, FL |
Name | Patricia Johnson | City & State | Los Angeles, CA |
Name | James Jones | City & State | Midland, TX |
Name | Stephen Jurist | City & State | Boca Raton, FL |
Name | David Justman | City & State | Century City, CA |
Name | Andrew Kahner | City & State | New York, NY |
Name | Michael Kanigher | City & State | Los Angeles, CA |
Name | Michael Karl | City & State | St. Cloud, MN |
Name | Jessica Kartzinel | City & State | Las Vegas, NV |
Name | Julia Kasberg | City & State | San Angelo, TX |
Name | Jason Katz | City & State | New York, NY |
Name | Andrew Kauth | City & State | Denver, CO |
Name | Mark Kaye | City & State | Houston, TX |
Name | Tiffany Kellner | City & State | Dayton, OH |
Name | Mike Kemp | City & State | Roanoke, VA |
Name | Todd Kennedy | City & State | North Atlanta, GA |
Name | Mark Kever | City & State | Andrews, TX |
Name | Leonard Kichler | City & State | Pepper Pike, OH |
Name | Solomon Kilgroe | City & State | St. Petersburg, FL |
Name | Mark King | City & State | Atlanta, GA |
Name | Bud King | City & State | St. Louis, MO |
Name | Kevin King | City & State | Chattanooga, TN |
Name | Kent Kirby | City & State | Nashville, TN |
Name | Jonathan Kleiman | City & State | Melville, NY |
Name | Daniel Kleinschuster | City & State | Richmond, VA |
Name | Drew Kliber | City & State | Missoula, MT |
Name | Jeffrey Kobernick | City & State | New York, NY |
Name | Alexander Kohn | City & State | New York, NY |
Name | Aaron Kohn | City & State | Lake Oswego, OR |
Name | Sergio Kokubo | City & State | New York, NY |
Name | Ira Kravitz | City & State | Andrews, TX |
Name | Robert Krenz | City & State | Akron, OH |
Name | Karl Kreshpane | City & State | Paramus, NJ |
Name | Matthew Kroin | City & State | Melville, NY |
Name | Jacque Kuchta | City & State | New Orleans, LA |
Name | Name | City & State | City & State |
|---|---|---|---|
Name | Marc Laborde | City & State | Houston, TX |
Name | Kathleen Lach | City & State | Upper Arlington, OH |
Name | Brian Lacks | City & State | Melville, NY |
Name | Alexander Ladage | City & State | Austin, TX |
Name | Victor Lam | City & State | Portland, OR |
Name | John Landers | City & State | Houston, TX |
Name | Edward Lang | City & State | Portland, OR |
Name | Michael Lappin | City & State | Raleigh, NC |
Name | Matthew Lasko | City & State | Dallas, TX |
Name | Michael Lau | City & State | Troy, MI |
Name | Leslie Lauer | City & State | Atlanta, GA |
Name | Andrew Le | City & State | Menlo Park, CA |
Name | Darren Lederfine | City & State | Minneapolis, MN |
Name | Michael Lee | City & State | Greenville, SC |
Name | Paul Lee | City & State | Barrington, IL |
Name | Ed Levin | City & State | Newport Center, CA |
Name | David Levine | City & State | Greenwich, CT |
Name | Noah Levine | City & State | Park City, UT |
Name | Marc Levitt | City & State | New York, NY |
Name | Adrian Levsky | City & State | Springfield, MA |
Name | Daniel Lewin | City & State | Boston, MA |
Name | Paul Lewis | City & State | New York, NY |
Name | Courtney Liddy | City & State | San Diego, CA |
Name | Nelson Link | City & State | Roanoke, VA |
Name | Thomas Lips | City & State | Hartford, CT |
Name | Jana Lisle Parham | City & State | Nashville, TN |
Name | Thomas Little | City & State | Everett, WA |
Name | Thomas Livaccari | City & State | New York, NY |
Name | Elizabeth Lockwood | City & State | Houston, TX |
Name | Rod Loewenthal | City & State | Northbrook, IL |
Name | Ryan Long | City & State | Dallas, TX |
Name | William Lovett | City & State | Charlotte, NC |
Name | James Lowden | City & State | Pittsburgh, PA |
Name | Carlos Lowell | City & State | Coral Gables, FL |
Name | Brian Lowenthal | City & State | Palm Beach, FL |
Name | Travis Luebbehusen | City & State | Chesterfield, MO |
Name | Ann Lutz | City & State | Cleveland, OH |
Name | John Lynn | City & State | Memphis, TN |
Name | James Lynn | City & State | Providence, RI |
Name | David Mack | City & State | Mount Laurel, NJ |
Name | David Maher | City & State | Cleveland, OH |
Name | James Mahoney | City & State | Palm Beach Gardens, FL |
Name | Thomas Mahoney | City & State | Los Angeles, CA |
Name | Paul Makris | City & State | Concord, NH |
Name | Christopher Malof | City & State | Buffalo, NY |
Name | Jay Maltby | City & State | Chicago, IL |
Name | Carol Mani Johnston | City & State | San Antonio, TX |
Name | Thomas Mantione | City & State | Stamford, CT |
Name | Richard Marcatos | City & State | Clearwater, FL |
Name | Gregory Marcus | City & State | Washington, DC |
Name | Ashley Martella | City & State | Hartford, CT |
Name | Alexander Martinelli | City & State | Boston, MA |
Name | Tyler Massey | City & State | Washington, DC |
Name | Joseph Matina | City & State | Short Hills, NJ |
Name | Nancy Matta | City & State | New York, NY |
Name | Michael Matthews | City & State | Memphis, TN |
Name | Michael Matthews | City & State | Bellevue, WA |
Name | David Mattia | City & State | Rochester, NY |
Name | Nicholas Maurillo | City & State | Ft. Myers, FL |
Name | Brandon Mazur | City & State | Bethesda, MD |
Name | Owen McBride | City & State | Cleveland, OH |
Name | Patrick McCarthy | City & State | Leawood, KS |
Name | Alli McCartney | City & State | New York, NY |
Name | Ryan McClellan | City & State | Los Angeles, CA |
Name | Bryan McCollam | City & State | Los Gatos, CA |
Name | Christopher McCormick | City & State | Chicago, IL |
Name | Scott McDonald | City & State | Chattanooga, TN |
Name | Gregory McDonald | City & State | Midland, TX |
Name | Peter McFarland | City & State | Lexington, KY |
Name | Christine McGinley | City & State | Mount Laurel, NJ |
Name | Gerald McGinley | City & State | New York, NY |
Name | Tyler McKean | City & State | Toledo, OH |
Name | Daniel McKenna | City & State | Rocky River, OH |
Name | Diane McMinds | City & State | Napa, CA |
Name | Jeremy McPherson | City & State | Charlotte, NC |
Name | David McQuade | City & State | Ft. Myers, FL |
Name | James Mead | City & State | Portland, OR |
Name | Scott Meador | City & State | White Plains, NY |
Name | Rob Meenan | City & State | New York, NY |
Name | Manish Mehta | City & State | Orlando, FL |
Name | Keith Mericka | City & State | Atlanta, GA |
Name | Araya Mesfin | City & State | North Atlanta, GA |
Name | Robert Metcalf | City & State | Minneapolis, MN |
Name | Joseph Michel | City & State | Midland, TX |
Name | Edward Miller | City & State | Atlanta, GA |
Name | Travis Miller | City & State | Birmingham, MI |
Name | David Miller | City & State | Reno, NV |
Name | Ben Minor | City & State | Southpointe, PA |
Name | Glen Mintz | City & State | Park City, UT |
Name | Bruno Miranda | City & State | Coral Gables, FL |
Name | Timothy Mistry | City & State | Plymouth, MI |
Name | Pamela Mitchell | City & State | Naples, FL |
Name | Barry Mitchell, Jr. | City & State | White Plains, NY |
Name | Linda Modico | City & State | New York, NY |
Name | Heather Molin | City & State | Short Hills, NJ |
Name | Anthony Mona | City & State | Farmington Hills, MI |
Name | Paul Monacelli | City & State | Troy, MI |
Name | John Montgomery | City & State | Atlanta, GA |
Name | John Mooney | City & State | Pepper Pike, OH |
Name | Lechelle Moore | City & State | Nashville, TN |
Name | Frank Moore | City & State | Greenwich, CT |
Name | Warner Moore | City & State | Washington, DC |
Name | Thomas Moore | City & State | Phoenix, AZ |
Name | Kevin Moran | City & State | Charlotte, NC |
Name | Bill Mosby | City & State | Jackson, MS |
Name | Michael Muehr | City & State | Mclean, VA |
Name | Gregory J. Mulligan | City & State | New York, NY |
Name | Matthew Murphy | City & State | Montgomery, AL |
Name | William Murphy | City & State | Cleveland, OH |
Name | Jonathan Murray | City & State | Hunt Valley, MD |
Name | Angela Mwanza | City & State | New York, NY |
Name | Edmund Nasief | City & State | Louisville, KY |
Name | John Neff | City & State | Austin, TX |
Name | Betsy Nelson | City & State | Chicago, IL |
Name | Fardin Nematollahi | City & State | Mclean, VA |
Name | James New | City & State | New York, NY |
Name | Zack Newby | City & State | Oklahoma City, OK |
Name | Angeline Newman | City & State | Florham Park, NJ |
Name | Matthew Nikodym | City & State | St. Cloud, MN |
Name | Christopher Niles | City & State | Ft. Lauderdale, FL |
Name | Philip Ochs IV | City & State | Kenwood, OH |
Name | Frank Oddo | City & State | Chicago, IL |
Name | Charles Oddo | City & State | Melville, NY |
Name | Christopher Ohmstede | City & State | Beaumont, TX |
Name | Kevin O'Leary | City & State | New York, NY |
Name | Lee Oleinick | City & State | Shadyside, PA |
Name | Leonardo Oliveria | City & State | Coral Gables, FL |
Name | Christiane Olsen | City & State | New York, NY |
Name | Shelley Olson-Iusardi | City & State | Worcester, MA |
Name | James Orr | City & State | Menlo Park, CA |
Name | Philip O'Shea | City & State | New York, NY |
Name | Stacy Oster | City & State | Bellevue, WA |
Name | Ali Panahpour | City & State | Lake Oswego, OR |
Name | Kenneth Parham | City & State | Greenville, SC |
Name | Richard Park | City & State | Chattanooga, TN |
Name | Stephen Park | City & State | Mclean, VA |
Name | Samantha Parker Hopkins | City & State | North Tampa, FL |
Name | Sharon Paul | City & State | New York, NY |
Name | Andrew Payne | City & State | Hartford, CT |
Name | Maxwell Peckler | City & State | Boston, MA |
Name | Michael Peirce | City & State | Salt Lake City, UT |
Name | James Perez | City & State | Ft. Lauderdale, FL |
Name | Todd Perry | City & State | Short Hills, NJ |
Name | Andrew Perry | City & State | Short Hills, NJ |
Name | Daniel Pessy | City & State | Pittsburgh, PA |
Name | Donald Peterson | City & State | Dallas, TX |
Name | John Petika | City & State | Clearwater, FL |
Name | Chrisotpher Pfaff | City & State | Chicago, IL |
Name | Jan Pickle | City & State | Austin, TX |
Name | Fred Pierce | City & State | Florham Park, NJ |
Name | Ricardo Pintado Caravita di Sirignano | City & State | New York, NY |
Name | William Platt | City & State | New York, NY |
Name | Philip Plotnick | City & State | Conshohocken, PA |
Name | Andrew Plum | City & State | Palm Beach, FL |
Name | Thomas Podmajersky | City & State | Newport Center, CA |
Name | Michael Poppo | City & State | New York, NY |
Name | James Porea | City & State | Toledo, OH |
Name | Barry Porter | City & State | Newport Center, CA |
Name | Travis Propst | City & State | Atlanta, GA |
Name | Xi Qiao | City & State | San Francisco, CA |
Name | Christopher Radici | City & State | La Jolla, CA |
Name | Kenneth Raskin | City & State | Minneapolis, MN |
Name | Timothy Rauwald | City & State | Chapel Hill, NC |
Name | Bradley Ray | City & State | New York, NY |
Name | Renato Reali | City & State | New York, NY |
Name | Mark Rethlake | City & State | Minneapolis, MN |
Name | James Reynolds | City & State | Chattanooga, TN |
Name | Brett Rhode | City & State | Conshohocken, PA |
Name | Steve Rice | City & State | Birmingham, AL |
Name | Thomas Rice | City & State | Northbrook, IL |
Name | Bonnie Richards | City & State | New York, NY |
Name | Shelley Richardson | City & State | Los Gatos, CA |
Name | Jack Riley | City & State | Warren, NJ |
Name | James Rimmel | City & State | Pittsburgh, PA |
Name | Ken Rinehart | City & State | Kenwood, OH |
Name | Barry Ringelheim | City & State | Garden City, NY |
Name | Seth Ripple | City & State | Aventura, FL |
Name | Jose Rivera | City & State | New York, NY |
Name | Karen Robbins | City & State | Newtown, PA |
Name | Douglas Robbins | City & State | Marin County, CA |
Name | Bradley Roberts | City & State | Atlanta, GA |
Name | Falls Robinson | City & State | Memphis, TN |
Name | Jessey Rodriquez | City & State | Newport Center, CA |
Name | William Rose | City & State | New York, NY |
Name | David Rosegarten | City & State | New York, NY |
Name | Peter Rosenthal | City & State | Jericho, NY |
Name | Adam Rosenthal | City & State | New York, NY |
Name | Daniel Rothenberg | City & State | Los Angeles, CA |
Name | Steven Rothman | City & State | Red Bank, NJ |
Name | Herbert Rottenberg | City & State | Florham Park, NJ |
Name | Jon Roy | City & State | New York, NY |
Name | William Royer | City & State | Billings, MT |
Name | Emily Rubin | City & State | New York, NY |
Name | Modesto Ruggiero | City & State | Cleveland, OH |
Name | Peter Rukeyser | City & State | New York, NY |
Name | Anthony Rundella | City & State | New York, NY |
Name | Kevin Ryan | City & State | Rocky River, OH |
Name | Name | City & State | City & State |
|---|---|---|---|
Name | Sam Sabaugh | City & State | Leawood, KS |
Name | Frank Sabia | City & State | White Plains, NY |
Name | Nick Sadowsky | City & State | Aventura, FL |
Name | Sharon Sager | City & State | New York, NY |
Name | David Saltzman | City & State | Alpharetta, GA |
Name | Jennifer Sampson | City & State | Tyler, TX |
Name | Lee Samson | City & State | New York, NY |
Name | Federico Sanchez | City & State | Miami, FL |
Name | Juan Sandoval | City & State | Charlotte, NC |
Name | Brian Sauer | City & State | Houston, TX |
Name | Allen Saunders | City & State | New York, NY |
Name | David Savetz | City & State | Melville, NY |
Name | Sara Saxe | City & State | Menlo Park, CA |
Name | Stephen Schaefer | City & State | Coral Gables, FL |
Name | Steven Scher | City & State | Boston, MA |
Name | James Schillaci | City & State | Indianapolis, IN |
Name | Brian Schiller | City & State | New York, NY |
Name | Joseph Schirripa | City & State | Beverly Hills, CA |
Name | Larry Schnaid | City & State | Century City, CA |
Name | William Schoff | City & State | Rochester, NY |
Name | Todd Schroeder | City & State | Lake Oswego, OR |
Name | Steven Schultz | City & State | Phoenix, AZ |
Name | Daniel Schwartz | City & State | Paramus, NJ |
Name | Lynne Sebastian | City & State | Newport Center, CA |
Name | Robert Sechan | City & State | New York, NY |
Name | Gregory Segal | City & State | Denver, CO |
Name | Pamela Segal Rhodes | City & State | Miami, FL |
Name | Jeremy Seidman | City & State | Boston, MA |
Name | David Selig | City & State | Century City, CA |
Name | Andrew Shantz | City & State | Stamford, CT |
Name | Kenneth Shapiro | City & State | New York, NY |
Name | L. Marc Shegoski | City & State | Princeton, NJ |
Name | Timothy Shelton | City & State | Plymouth, MI |
Name | Keith Sheppard | City & State | Portland, OR |
Name | Kellie Sheryak | City & State | Louisville, KY |
Name | Daniel Shiu | City & State | Honolulu, HI |
Name | Jeremy Shull | City & State | Chicago, IL |
Name | Shawn Simmons | City & State | Kenwood, OH |
Name | Katerina Simonetti | City & State | Philadelphia, PA |
Name | Samuel Sinclair | City & State | Boston, MA |
Name | Timothy Skelton | City & State | Indianapolis, IN |
Name | George Skonberg | City & State | Chattanooga, TN |
Name | Scott Slavik | City & State | Westlake, OH |
Name | James Small | City & State | Las Vegas, NV |
Name | Tony Smith | City & State | Liberty Park, AL |
Name | Gary Smith | City & State | Kansas City, MO |
Name | Thomas Smith | City & State | Palm Beach Gardens, FL |
Name | William Smith | City & State | Raleigh, NC |
Name | Lawrence Smith | City & State | Brea, CA |
Name | David Smith | City & State | Dallas, TX |
Name | Sharon Snowden | City & State | Houston, TX |
Name | John Sofranko | City & State | Sewickley, PA |
Name | Rebecca Sorensen | City & State | Birmingham, MI |
Name | Alan Spierer | City & State | Westfield, NJ |
Name | Harlan Spinner | City & State | Los Angeles, CA |
Name | James Spooner | City & State | West Des Moines, IA |
Name | Scott Stackman | City & State | New York, NY |
Name | Thomas M. Stadum | City & State | Fargo, ND |
Name | Todd Starkey | City & State | Melbourne, FL |
Name | Bryan Stephens | City & State | New York, NY |
Name | Jason Stephens | City & State | Naples, FL |
Name | Roger Stephens | City & State | Los Angeles, CA |
Name | Brett Stone | City & State | Denver, CO |
Name | Jared Stricklin | City & State | Kansas City, MO |
Name | Peter Strope | City & State | Southpointe, PA |
Name | Gino Stumpo | City & State | Seal Beach, CA |
Name | William Sullivan | City & State | Boston, MA |
Name | Jeffrey Swett | City & State | Boston, MA |
Name | Robert Swiller | City & State | Minneapolis, MN |
Name | Mark Switow | City & State | Louisville, KY |
Name | Erik Syverson | City & State | Sioux Falls, SD |
Name | Makram Talia | City & State | Farmington Hills, MI |
Name | Brian Tarquinio | City & State | Shadyside, PA |
Name | James Taylor | City & State | Boston, MA |
Name | Charles Temel | City & State | New York, NY |
Name | Michael Theilmann | City & State | Wayzata, MN |
Name | Jason Therrell | City & State | Everett, WA |
Name | Adam Thomas | City & State | Atlanta, GA |
Name | Derek Thompson | City & State | Stamford, CT |
Name | Michael Thompson | City & State | Irvine, CA |
Name | Earl Thompson | City & State | San Diego, CA |
Name | Conley Thornill | City & State | Winter Haven, FL |
Name | Michael Tidik | City & State | Pasadena, CA |
Name | Paul Toby | City & State | Troy, MI |
Name | Daniel Torbeck | City & State | Kenwood, OH |
Name | Michael Treinen | City & State | Boise, ID |
Name | R. Stephen Trudeau | City & State | Birmingham, MI |
Name | Matt Tucker | City & State | Kansas City, MO |
Name | Langston Turner | City & State | Houston, TX |
Name | Michael Tusing | City & State | Chesterfield, MO |
Name | Donald Tynion II | City & State | Burlington, VT |
Name | Thomas Unger | City & State | Kenwood, OH |
Name | Todd Urowsky | City & State | North Atlanta, GA |
Name | David Uva | City & State | Boston, MA |
Name | Camille Valentine | City & State | Boston, MA |
Name | David Van Acker | City & State | Westlake Village, CA |
Name | Emily Van Hoorickx | City & State | San Jose, CA |
Name | Shane Van Horn | City & State | Alpharetta, GA |
Name | Paul Vanden Heuvel | City & State | Chicago, IL |
Name | Brenda Vanderslice | City & State | Memphis, TN |
Name | Alexandra Van Meurs | City & State | Houston, TX |
Name | Scott Vehslage | City & State | Andrews, TX |
Name | Ed Ventrice | City & State | Boca Raton, FL |
Name | Artur Ventura Ferreira | City & State | New York, NY |
Name | Sherry Verburgt | City & State | Houston, TX |
Name | Monish Verma | City & State | Farmington Hills, MI |
Name | Jon Vigi | City & State | Birmingham, MI |
Name | Paul Vigue | City & State | New York, NY |
Name | Roderick von Lipsey | City & State | Washington, D.C. |
Name | Todd Vralsted | City & State | Billings, MT |
Name | Roger Wacker | City & State | Los Angeles, CA |
Name | Ira Walker | City & State | Red Bank, NJ |
Name | Benjamin Walker | City & State | Nashville, TN |
Name | Kalyn Walker | City & State | Carmel Valley, CA |
Name | Kevin Wang | City & State | Boise, ID |
Name | Ginger Ward | City & State | Montchanin, DE |
Name | David Warren | City & State | New York, NY |
Name | Scott Weber | City & State | Palm Beach, FL |
Name | Russell Weber | City & State | Hunt Valley, MD |
Name | Jeffrey Weiler | City & State | Portland, OR |
Name | Michael Weinberg | City & State | Miami, FL |
Name | Martin Weinberg | City & State | Las Vegas, NV |
Name | Everett Weinberger | City & State | New York, NY |
Name | Laura Wellon | City & State | Atlanta, GA |
Name | Brian Wells | City & State | Boston, MA |
Name | Thomas Wentling | City & State | Shadyside, PA |
Name | Michael Wetrick | City & State | Sioux Falls, SD |
Name | Paul Wexler | City & State | Melville, NY |
Name | Troy Wiebler | City & State | Wayzata, MN |
Name | Luke Wiley | City & State | Kenwood, OH |
Name | Mark Wilkins | City & State | St. Louis, MO |
Name | Tad Willenbrock | City & State | Denver, CO |
Name | Jacqueline Willens | City & State | New York, NY |
Name | Robert Williams | City & State | Manchester, NH |
Name | Alexander Williams | City & State | New York, NY |
Name | Jay Williams | City & State | Memphis, TN |
Name | Drew Williamson | City & State | Oklahoma City, OK |
Name | Carol Wilshire | City & State | Los Angeles, CA |
Name | Jimmy Wilson | City & State | Atlanta, GA |
Name | Russ Wilson | City & State | Knoxville, TN |
Name | William Wilson, II | City & State | San Francisco, CA |
Name | Hardy Winburn | City & State | Little Rock, AR |
Name | Rosemary Windschitl | City & State | St. Cloud, MN |
Name | Michael Winn | City & State | Boston, MA |
Name | Kenneth Witover | City & State | New York, NY |
Name | Eric Wittenberg | City & State | New York, NY |
Name | Hunter Wolbach | City & State | Kansas City, MO |
Name | Thomas Wood | City & State | Boston, MA |
Name | Ross Woodring | City & State | Lafayette, LA |
Name | Andrew Worthington | City & State | Hartford, CT |
Name | Shlomi Yedid | City & State | New York, NY |
Name | Gary Young | City & State | Cleveland, OH |
Name | Kevin Young | City & State | Newtown, PA |
Name | Kevin Young | City & State | Seattle, WA |
Name | Andy Zager | City & State | Atlanta, GA |
Name | Aric Zamel | City & State | Beverly Hills, CA |
Name | Ron Zeitz | City & State | Mount Laurel, NJ |
Name | Mark Zeller | City & State | New York, NY |
Name | Scott Zelniker | City & State | New York, NY |
Name | Joanne Zhong | City & State | San Francisco, CA |
Name | Jason Zilveti | City & State | Scottsdale, AZ |
Name | Michael Zinn | City & State | New York, NY |
Name | Todd Ziogas | City & State | New York, NY |
METHODOLOGY:
Forbes' "Best-in-State Wealth Advisors" list is comprised of approximately 4,000 financial advisors. It was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to measure factors such as: quality of practice, industry experience, compliance record, assets under management (which vary from state to state) and revenue. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.
Notes to Editors:
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 more than 50 regions and locations, with about 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. UBS Group AG employs over 67,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services or its employees pay a fee in exchange for these rankings. Past performance is not indicative of future results.
