5 UBS FAs named to NAPA's "Top Women Advisors" list

New York 28 Nov 2018, 22:36 Awards Recognition

    

New York, November 28 – National Association of Plan Advisors (NAPA) recently released their 2018 "Top Women Advisors" ranking and recognized five Financial Advisors at UBS. They've been recognized for their significant contribution to the retirement industry.

One of our advisors has been named a "Rising Star" – a top producer with less than five years of experience with retirement plans, while four of our advisors have been named "All-Stars," – top producers with their own practices.

"A thoughtful and experienced Financial Advisor is the key to navigating the challenges of retirement planning," said Brian Hull, Head WM USA. "These Advisors exemplify our firm's commitment to excellence in helping clients achieve their long-term goals. Congratulations to all on this important recognition."

To learn more about the Advisors on this year's list, visit their websites below:

Name

Category

City & State

Website

Sandra Cunningham

All-Star

Washington, D.C.

Link

Alicia Malcolm

All-Star

Williamsville, NY

Link

Megan Smith

All-Star

Dallas, TX

Link

Limei Yu

All-Star

Chicago, IL

Link

Jennifer Hocking

Rising Star

Irvine, CA

Link

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
Tel: 212-882-5692
Mobile: 917-836-9073