News

Barron's 2017 Top 1,200 State by State Advisors list announced

New York Media Releases Americas WM Americas News

167 UBS Financial Advisors are recognized

New York, New York, March 4, 2017 – UBS Wealth Management Americas Financial Advisors were recognized this week by Barron's with the release of their annual Top 1,200 State by State Advisors list, which includes 167 UBS Financial Advisors based across the country.

"These colleagues show what's possible when we operate with a relentless client focus and an unwavering commitment to delivering the best of UBS," said Tom Naratil, President Americas and President Wealth Management Americas. "Each of our honorees, including the five UBS FAs who were ranked number one in their respective states, sets a high standard for their peers and give me great confidence in our future. Congratulations to all of them."

UBS Financial Advisors recognized this year include:

Name

City & State

Website

Rich Abrams*

New York,  NY

Link

Keith Apton*

Washington, DC

Link

Bert Arrowood

Greenville, SC

Link

Glenn Arthurs

Buffalo, NY

Link

Michael Barron*

Palm Beach, FL

Link

James Beatty*

Portland, OR

Link

Anthony Bebbington 

Phoenix, AZ

Link

Michael Bell*

Phoenix, AZ

Link

Eileen Berman 

Palm Beach, FL

Link

Rob Bertino*

Dallas, TX

Link

Jonathan Beukelman*

Lincoln, NE

Link

Rob Bickham*

New Orleans, LA

Link

Mark Binder*

Los Angeles, CA

Link

Michael Bober

Boca Raton, FL

Link

David Boor*

Farmington Hills, MI

Link

Douglas Braff*

New York, NY

Link

Andrew Burish*

Madison, WI

Link

Derek Cherne

Wayzata, MN

Link

Craig Chiate*

Los Angeles, CA

Link

Chris Clifford*

San Francisco, CA

Link

Louis Close*

Minneapolis, MN

Link

Terry Cook* 

Bellevue, WA

Link

Robert Coussens*

Portland, OR

Link

F. Michael Covey III*

Chicago, IL

Link

Jacob Creydt

Bloomington, MN

Link

Sandra Dalton*

Boise, ID

Link

Charles Dankworth*

New Albany, OH

Link

Ajay Desai*

Chicago, IL

 

Robert DiColo*

Providence, RI

Link

W. Earle Dodd III*

Atlanta, GA

Link

Jerry Duncan*

Liberty Park, AL

Link

Jason Dworak*

Lincoln, NE

Link

C.B. "Pete" Edmonds*

Albuquerque, NM

Link

William Einstein*

New York, NY

Link

David Eisen*

Philadelphia, PA

Link

Mark Elias*

Houston, TX

Link

Harold Elish

New York, NY

Link

David Ellis*

Cincinnati, OH

Link

Steve Eubanks*

Raleigh, NC

Link

Michael Evans*

San Francisco, CA

Link

Mark Fendrick*

Mount Laurel, NJ

Link

Adam Fetterman*

Boca Raton, FL

Link

Sean Fetterman*

Boca Raton, FL

Link

Craig Findley*

Toledo, OH

Link

Stephen Fish

Kenwood, OH

Link

Bobby Fisher*

Houston, TX

Link

Renee Fourcade

Century City, CA

Link

Rick Frayard*

New Orleans, LA

Link

Judy Fredrickson*

Minneapolis, MN

Link

Drew Freides *

Los Angeles, CA

Link

Joseph Gabriele*

New York, NY

Link

W. Clark Gallivan*

Greenville, SC

Link

Chris Garvin*

Fort Lauderdale, FL

Link

Kyle Gauthreaux*

Austin, TX

Link

Ghislain Gouraige*

Coral Gables, FL

Link

Will Gourd

Stamford, CT

Link

William Greco*

Hartford, CT

Link

William T. Grové

Columbus, OH

Link

Louise Gunderson*

New York, NY

Link

Roy Gutierrez

Little Rock, AR

Link

Lawrence Haertel*

Greenwich, CT

Link

Barry Haffner*

Washington, DC

Link

Martin Halbfinger*

New York, NY

Link

James Hilton*

Providence, RI

Link

Donald Jackson*

Tulsa, OK

Link

Stanton Jacobs*

Knoxville, TN

Link

Teresa Jacobsen*

Stamford, CT

Link

David Jasper*

San Francisco, CA

Link

Michael Jefferies*

Kansas City, MO

Link

Douglas John*

Dallas, TX

Link

Michael Kanigher*

Los Angeles, CA

Link

Jared Kaplan*

Coral Gables, FL

Link

Jason Katz*

New York, NY

Link

Mark Kever*

Plano, TX

Link

Matt Kilgroe*

St. Petersburg, FL

Link

Daniel Kilmurray*

New York, NY

Link

Bud King*

St. Louis, MO

Link

Rick Kirkinis*

Florham Park, NJ

Link

Gregory Klenke*

Houston, TX

Link

Jeffrey Kobernick*

New York, NY

Link

Ira Kravitz*

Plano, TX

Link

Michael Lappin*

Raleigh, NC

Link

Tad Lawrence*

Kenwood, OH

Link

Steve Levine*

Los Angeles, CA

Link

Mark Lichtenfeld*

Florham Park, NJ

Link

Thomas Lips*

Hartford, CT

Link

Elizabeth Lockwood*

Houston, TX

Link

James Mahoney*

Palm Beach, FL

 

Charles Major*

Minneapolis, MN

Link

Jay Maltby*

Chicago, IL

Link

Thomas Mantione

Stamford, CT

Link

Joseph Matina*

Short Hills, NJ

Link

Michael Matthews*

Bellevue, WA

Link

Mary Mattson Kenworthy

Stamford, CT

Link

Patrick C. McCarthy

Leawood, KS

Link

Christine McGinley*

Mount Laurel, NJ

Link

Manish Mehta

Chapel Hill, NC

Link

Keith Mericka*

Atlanta, GA

Link

Christopher K. Meyers*

Oklahoma City, OK

Link

Glen Mintz*

Park City, UT

Link

John Montgomery*

Atlanta, GA

Link

Mark Moore*

Austin, TX

Link

Bill Rush Mosby*

Jackson, MS

Link

Jonathan Murray*

Hunt Valley, MD

Link

Edmund Nasief Jr.* 

Louisville, KY

Link

Timothy O'Brien

Burlington, VT

Link

Lee Oleinick*

Shadyside, PA

Link

Kenneth Parham*

Greenville, SC

Link

Louis Paster*

Chicago, IL

Link

Andrew Perry*

Short Hills, NJ

Link

Todd Perry*

Short Hills, NJ

Link

Donald Peterson*

Dallas, TX

Link

Christopher Praff

Chicago, IL

Link

Michael Poppo*

New York, NY

Link

Van Price*

Atlanta, GA

Link

Russell Rabito*

New York, NY

Link

Sam Rankin*

Charlotte, NC

Link

John Rasweiler*

Florham Park, NJ

Link

Craig Rathjen

Houston, TX

Link

James W. Rimmel*

Pittsburgh, PA

Link

Adam Rosenthal* 

New York, NY

Link

Daniel Rothenberg* 

Los Angeles, CA

Link

William Royer*

Billings, MT

Link

Peter Rukeyser*

New York, NY

Link

Anthony Rundella*

New York, NY

Link

Justin Ryan*

Atlanta, GA

Link

Frank J. Sabia*

White Plains, NY

Link

Allen Saunders

New York, NY

Link

Joseph Schirripa*

Beverly Hills, CA

Link

Steven Schultz* 

Phoenix, AZ

Link

Daniel Schwartz*

Paramus, NJ

Link

Eric Schwartz *

Florham Park, NJ

Link

Robert J. Sechan II*

New York, NY

Link

Charles Sessa*

Philadelphia, PA

Link

Brian Sharpes

Walnut Creek, CA

Link

L. Marc Shegoski*

Princeton, NJ

Link

Keith Sheppard

Portland, OR

Link

Tony Smith*

Liberty Park, AL

Link

Lawrence Smith

Brea, CA

Link

Thomas Smith*

Palm Beach, FL

Link

Scott Stackman*

New York, NY

Link

Roger Stephens*

Los Angeles, CA

Link

Jason Stephens* 

Naples, FL

Link

Peter Strope*

Southpointe, PA 

Link

William Sullivan* 

Boston, MA

Link

Robert Swiller

Minneapolis, MN

Link

Mark Switow*

Louisville, KY

Link

Kurt Sylvia*

Palm Beach, FL

Link

Gary Tantleff*

Warren, NJ

Link

Paul Tashima*

Chicago, IL

Link

Dan Torbeck*

Kenwood, OH

Link

Donald W. Tynion II*

Burlington, VT

Link

Emily Van Hoorickx*

San Jose, CA

Link

Ed Ventrice

Boca Raton, FL

Link

Jon Vigi*

Birmingham, MI

Link

Todd Vralsted*

Billings, MT

Link

Richard Whalen* 

Phoenix, AZ

Link

Mark Wiktor*

Chicago, IL

Link

Jacqueline Willens*

New York, NY

Link

Alexander Williams*

New York, NY

Link

Hardy Winburn V*

Little Rock, AR

Link

Kenneth Wise*

Toledo, OH

Link

M. Kenneth Witover*

New York, NY

Link

Hunter Wolbach*

Kansas City, MO

Link

James Wrenn*

Lake Oswego, OR

Link

Allen Wright*

Atlanta, GA

Link

Barry Young*

Houston, TX 

Link

Nominees were evaluated based on AUM, years of experience and the information that they provided directly to Barron's. The minimum AUM criteria varied state by state, and there was a minimum requirement of seven years in the industry and at least one year with the current firm. The list was also reviewed by Human Resources and Compliance.

©UBS 2017. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.