46 UBS FAs named to Forbes' "America's Top Women Wealth Advisors" ranking

New York 06 May 2019, 20:00 Awards & Recognition

    

New York, May 6 - Forbes recently released their 2019 " America's Top Women Wealth Advisors" ranking of the 250 top advisors across the country who were nominated by their firms. This year, they recognized 46 Financial Advisors at UBS – compared with 44 in 2018.

The Forbes ranking rates thousands of wealth advisors with a minimum of seven years of experience and weighs factors such as revenue trends, assets under management, compliance records and industry experience.

The 250 women on the 2019 list manage nearly $315 billion in client assets. Our very own Louise Gunderson ranks seventh on the list, with many of our other Advisors ranking in the top 30.

Joanne Zhong, an Advisor in San Francisco, spoke to Forbes about her outlook and her clients and said, "I take the messy stuff of becoming wealthy away from them so they can enjoy their wealth."

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

Name

Name

City & State

City & State

Name

Sonia Attkiss

City & State

New York, NY

Name

Susain Bailey

City & State

Scottsdale, AZ

Name

Laura Belo

City & State

San Francisco, CA

Name

Eileen Berman

City & State

Palm Beach, FL

Name

Lisa Chapman

City & State

Seal Beach, CA

Name

Teri Conklin

City & State

Northbrook, IL

Name

Paula Connell

City & State

Paudcah, KY

Name

Melissa Corrado Harrison

City & State

Denver, CO

Name

Lori Daffron

City & State

Santa Barbara, CA

Name

Sandra Dalton

City & State

Boise, ID

Name

Kathleen Entwistle

City & State

Paramus, NJ

Name

Renee Fourcade

City & State

Century City, CA

Name

Judy Frederickson

City & State

Minneapolis, MN

Name

Rachel Gottlieb

City & State

New York, NY

Name

Louise Gunderson

City & State

New York, NY

Name

Jessica Guo

City & State

Wellesley, MA

Name

Diane Hart

City & State

Pasadena, CA

Name

Holly Hendrix

City & State

New York, NY

Name

Wendy Holmes

City & State

New York, NY

Name

Teresa Jacobsen

City & State

Stamford, CT

Name

Patricia Johnson

City & State

Los Angeles, CA

Name

Julia Kasberg

City & State

San Angelo, TX

Name

Leslie Lauer

City & State

Atlanta, GA

Name

Courtney Liddy

City & State

San Diego, CA

Name

Jana Lisle Parham

City & State

Nashville, TN

Name

Elizabeth Lockwood

City & State

Houston, TX

Name

Christine McGinley

City & State

Mount Laurel, NJ

Name

Linda Modico

City & State

New York, NY

Name

Angeline Newman

City & State

Florham Park, NJ

Name

Sharon Paul

City & State

New York, NY

Name

Jan Pickle

City & State

Austin, TX

Name

Bonnie Richards

City & State

New York, NY

Name

Shelley Richardson

City & State

Los Gatos, CA

Name

Emily Rubin

City & State

New York, NY

Name

Sharon Sager

City & State

New York, NY

Name

Sara Saxe

City & State

Menlo Park, CA

Name

Pamela Segal Rhodes

City & State

Miami, FL

Name

Kellie Sheryak

City & State

Louisville, KY

Name

Camille Valentine

City & State

Boston, MA

Name

Emily Van Hoorickx

City & State

San Jose, CA

Name

Sherry Verburgt

City & State

Houston, TX

Name

Kalyn Walker

City & State

Carmel Valley, CA

Name

Laura Wellon

City & State

Atlanta, GA

Name

Jacqueline Willens

City & State

New York, NY

Name

Carol Wilshire

City & State

Los Angeles, CA

Name

Joanne Zhong

City & State

San Francisco, CA

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.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' 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 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media Contact

For UBS Global Wealth Management
Laura Hastings
laura.hastings@ubs.com
Tel:  212-882-5705