New York, February 12, 2021 – UBS is proud to announce that for the second year running, nine of its Financial Advisors rank in Financial Planning’s2021 "Top 40 Advisors Under 40" list.

Each year, Financial Planning recognizes the accomplishments of an elite cohort of young advisors employed by wirehouses and regional broker-dealers. This year, once again, nine UBS Financial Advisors from across the country were ranked in the list, with four retaining their 2020 ranking.

“Congratulations to all of our UBS Financial Advisors who were recognized by Financial Planning,” said Jason Chandler, Head Wealth Management USA. These advisors represent some of the best at our firm, and in the industry, and I look forward to their continued success.”

Finalists for the list had to be younger than 40 as of December 31, 2020.

The UBS Financial Advisors in this year’s list are:

Name

Market

Branch

Alex Court

UBS-I New York

UBS-I New York

Paul Dolcimascolo

Southeast PWM

Tampa PWM

Franco Estrada-Velasco*

UBS-I Coral Gables

UBS-I San Juan

Nicholas Francia

Washington D.C.

Washington D.C.

Andrew Kahner*

NYC Central

NYC - 1251 AoA

James Mahoney*

South Florida

Palm Beach Gardens, FL

Carryn McLaughlin

New York PWM

200 Park NY PWM

Xi Qiao* **

Northern California

San Francisco, CA

Chris Shukie

Greater New England

Boston, MA

*- These advisors were also ranked in last year’s list

**- This advisor is ranked among this year's Top 10 Advisors

Financial Planning has ranked the top 40 advisors under the age of 40 by their T-12 production. UBS sent the following information for Financial Advisors for consideration: T-12 production and individual assets under management (AUM) as of September 30, 2020, with both T-12 and AUM attributable entirely to the individual Advisor, not a team as a whole. Advisors had to have a clean compliance record; and not be liable for any litigation related to their work in the past 5 years. The nominee had to be age 39 or younger as of December 31, 2020 and employed by a wirehouse, broker/dealer or boutique wealth management firm. Accolades are independently determined and awarded by their respective publications. For more information on a particular rating, visit their corresponding website. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. Neither UBS Financial Services Inc. nor its employees paid a fee in exchange for these ratings.

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:

Huw Williams
Email
+1 (212) 713 3130