The list was established in 2014, and this year, there were over 700 nominations. To be considered, FAs must conduct a majority of business in Retirement Plan Consulting Services, be 40 years or younger (as of year-end 2020), and have an acceptable compliance record. Alicia will be featured in the April 2021 issue of NAPA Net the Magazine.
The list was established in 2014, and this year, there were over 700 nominations. To be considered, FAs must conduct a majority of business in Retirement Plan Consulting Services, be 40 years or younger (as of year-end 2020), and have an acceptable compliance record. Alicia will be featured in the April 2021 issue of NAPA Net the Magazine.
To learn more about Alicia and her team in Buffalo, visit her website.
METHODOLOGY:
NAPA's "Top Retirement Plan Advisors Under 40" list was drawn from nominations provided by NAPA BD/RIA Firm Partners based on a review of nominee applications by a panel of judges selected by NAPA. The finalists are reviewed based on pre-determined quantitative and qualitative data such as experience, book of business, industry leadership and compliance history. Neither UBS Financial Services nor its employees pay a fee in exchange for these rankings. Past performance is not indicative of future results.
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. Private Wealth Management is a division within UBS Financial Services Inc.
About UBS
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 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Media Contact:
Laura Hastings
laura.hastings@ubs.com
+1 212 882-5705
