News

Forbes 2018 Top Women Wealth Advisors list includes 44 UBS Financial Advisors

New York WM Americas News

   

New York, May 1 - Forbes recently released their 2018 America's Top Women Wealth Advisors ranking and recognized 44 Financial Advisors at UBS out of 250 total.

The focus, expertise and dedication to excellence these Advisors exhibit every day on behalf of their clients further differentiates UBS from our competitors," said Brian Hull, Head WM USA. Congratulations to each of them on this well-deserved recognition."

UBS Financial Advisor Kellie Sheryak was featured alongside the list elaborating on her career and what sets her practice apart. "Sometimes it’s just explaining a well-thought out plan, said Sheryak in the Forbes feature. “You have to get them comfortable and work with them about being truthful about what their spending really is." Sheryak aims to reach out to the next generation and even hopes her son, Connor, who is starting UBS’s three-year inter-generational advisor training program this summer, will join her team and continue to pass on their special brand of wisdom to private wealth clients in the Louisville area.

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

Name

City & State

Website

Leslie Lauer

Atlanta, GA

Link

Laura Wellon

Atlanta, GA

Link

Elizabeth Engelmann

Bloomington, MN

Link

Sandra Dalton

Boise, ID

Link

Camille Valentine

Boston, MA

Link

Kalyn Maher Walker

Carmel Valley, CA

 

Renee Fourcade

Century City, CA

Link

Betsy Nelson

Chicago, IL

Link

Melissa Corrado Harrison

Denver, CO

Link

Elizabeth Lockwood

Houston, TX

Link

Lori Siegel

Houston, TX

Link

Patricia Johnson

Los Angeles, CA

Link

Carol Wilshire

Los Angeles, CA

Link

Shelley Richardson

Los Gatos, CA

Link

Kellie Sheryak

Louisville, KY

Link

Judy Colvin

Menlo Park, CA

Link

Sara Saxe

Menlo Park, CA

Link

Judy Fredrickson

Minneapolis, MN

Link

Christine McGinley

Mount Laurel, NJ

Link

Jana Lisle Parham

Nashville, TN

Link

Sonia Attkiss

New York, NY

 

Victoria Clark

New York, NY

Link

Rachel Gottlieb

New York, NY

Link

Louise Gunderson

New York, NY

Link

Holly Hendrix

New York, NY

Link

Angela Mwanza

New York, NY

Link

Sharon Paul

New York, NY

Link

Bonnie Richards

New York, NY

Link

Emily Rubin

New York, NY

Link

Sharon Sager

New York, NY

Link

Diana Skerl

New York, NY

Link

Jacqueline Willens

New York, NY

Link

Teri Conklin

Northbrook, IL

Link

Paula Connell

Paducah, KY

Link

Eileen Berman

Palm Beach, FL

Link

Kristen Scarpa Bissett

Palm Beach, FL

Link

Kathleen Entwistle

Paramus, NJ

Link

Melinda Diehl-Carmichael

Pasadena, CA

Link

Laura Belo

San Francisco, CA

Link

Emily Van Hoorickx

San Jose, CA

Link

Lori Daffron

Santa Barbara, CA

Link

Susan Bailey

Scottsdale, AZ

Link

Lisa Chapman

Seal Beach, CA

Link

Teresa Jacobsen

Stamford, CT

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
Maya Dillon
maya.dillon@ubs.com
Tel: 212-713-3130
Mobile: 917-615-7094