2 UBS FAs named to NAPA's "Top Retirement Plan Advisors Under 40" list

New York 08 Jan 2019, 22:18 Awards Recognition


New York, January 8 – National Association of Plan Advisors (NAPA) recently released their 2019 "Top Retirement Plan Advisors Under 40" ranking and recognized two Financial Advisors at UBS. They are among 100 other "Young Guns" who are widely seen as the future leaders of the retirement plan advisor industry.

The list was established in 2014, and this year, there were more than 500 nominations provided by NAPA broker-dealer/RIA firm partners. They will be featured in a future issue of NAPA Net the Magazine and will also be acknowledged at the 2019 NAPA 401(k) Summit in Las Vegas in April.

"By leveraging both our firm's resources and their own expertise, Megan and Brian are helping to provide businesses with the guidance they need to support their employees," said Jason Chandler, Head WM USA. "This recognition is a testament not only to these Advisors' relentless client focus, but also to their ability to help UBS unlock further growth and success for years to come. Congratulations to both of them."

To learn more about these esteemed Advisors, visit their websites below.


City & State


Brian Catanella

Philadelphia, PA


Megan Smith

Dallas, TX


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