New York, February 25 – Forbes announced its 2019 "Best-in-State Wealth Advisors" list, which spotlights over 3,000 top Advisors across the country who were nominated by their firms. This year, 469 Advisors made the second annual list – compared to 251 Advisors from a pool of 2,000 Advisors in 2018.

"By leveraging our firm's unmatched capabilities to help their clients understand and accomplish their goals, these men and women have distinguished themselves as industry leaders in their respective communities across the region," said Jason Chandler, Head WM USA. "This recognition of these Advisors' hard work and dedication to delivering an excellent client experience gives me great confidence in their ability to help our business achieve even greater success in the years to come."

To see which Advisors were honored, check out this year's list below and visit their websites to learn more.

METHODOLOGY:

Forbes' "Best-in-State Wealth Advisors" list is comprised of approximately 3,000 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 Wealth Management Americas

Wealth Management Americas is one of the leading wealth managers in the Americas in terms of Financial Advisor productivity and invested assets. Its business includes UBS’s domestic U. S. and Canadian wealth management businesses, as well as international business booked in the U.S. It provides a fully integrated set of wealth management solutions designed to address the needs of ultra high net worth and high net worth clients.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.

UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media Contact

For UBS Wealth Management Americas 
Peter Stack
peter.stack@ubs.com
Tel: 212-882-5692
Mobile: 917-836-9073