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:


City & State

Sonia Attkiss

New York, NY

Susain Bailey

Scottsdale, AZ

Laura Belo

San Francisco, CA

Eileen Berman

Palm Beach, FL

Lisa Chapman

Seal Beach, CA

Teri Conklin

Northbrook, IL

Paula Connell

Paudcah, KY

Melissa Corrado Harrison

Denver, CO

Lori Daffron

Santa Barbara, CA

Sandra Dalton

Boise, ID

Kathleen Entwistle

Paramus, NJ

Renee Fourcade

Century City, CA

Judy Frederickson

Minneapolis, MN

Rachel Gottlieb

New York, NY

Louise Gunderson

New York, NY

Jessica Guo

Wellesley, MA

Diane Hart

Pasadena, CA

Holly Hendrix

New York, NY

Wendy Holmes

New York, NY

Teresa Jacobsen

Stamford, CT

Patricia Johnson

Los Angeles, CA

Julia Kasberg

San Angelo, TX

Leslie Lauer

Atlanta, GA

Courtney Liddy

San Diego, CA

Jana Lisle Parham

Nashville, TN

Elizabeth Lockwood

Houston, TX

Christine McGinley

Mount Laurel, NJ

Linda Modico

New York, NY

Angeline Newman

Florham Park, NJ

Sharon Paul

New York, NY

Jan Pickle

Austin, TX

Bonnie Richards

New York, NY

Shelley Richardson

Los Gatos, CA

Emily Rubin

New York, NY

Sharon Sager

New York, NY

Sara Saxe

Menlo Park, CA

Pamela Segal Rhodes

Miami, FL

Kellie Sheryak

Louisville, KY

Camille Valentine

Boston, MA

Emily Van Hoorickx

San Jose, CA

Sherry Verburgt

Houston, TX

Kalyn Walker

Carmel Valley, CA

Laura Wellon

Atlanta, GA

Jacqueline Willens

New York, NY

Carol Wilshire

Los Angeles, CA

Joanne Zhong

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
Tel:  212-882-5705