New York – Working MotherMagazineand SHOOK Researchrecently released their 2020 Top Wealth Advisor Moms list, which expanded this year to recognize 500 of the top working mothers in the financial services industry today.
In the article accompanying this year’s list, two UBS Advisors provided advice on how readers can secure their own financial futures in the wake of the pandemic:
“Many women are feeling pinched in this environment, paying bills and homeschooling their children during the pandemic. But this is a great time to be saving, planning for the future, and looking for stocks and bonds at a discount,” said Laura Wellon, Senior Vice President—Wealth Management at UBS Financial Services Inc. in Atlanta.
“Everyone should be revisiting their assumptions after the pandemic,” said Andrea Bevis, Senior Vice President—Wealth Management at UBS’s Private Wealth Management division in Boston. “Are you going to retire later than expected? Is the sale of your business now pushed out another three years rather than this year? Do you need to take care of your long-term care planning needs? These all need to be retested and re-planned during times of crisis.”
Notes to Editors:
About UBS Global Wealth Management
As the one of the world's largest wealth managers, 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. Private Wealth Management is a division within UBS Financial Services Inc.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's 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).