Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes
UBS Wealth Management USA announced today that nine financial advisors based in the Southern California and Hawaii areas of the firm’s Pacific Desert market have been named to the Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State lists for 2025. One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide.
UBS appoints James V. Carideo as Market Director for San Diego
UBS Wealth Management today announced that James (Jim) V. Carideo has been appointed Market Director for the firm’s San Diego offices, effective January 1, 2024. He will be based in the downtown San Diego office and will oversee financial advisors and support staff in San Diego and additional branches in Rancho Bernardo and Carmel Valley.
UBS Advisor Daniel Green Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List
UBS Wealth Management USA announced today that Financial Advisor Daniel P. Green, based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Top Next-Gen Wealth Advisors Best-In-State list for 2023. This is the fourth consecutive year that Daniel has appeared on the Forbes Next-Gen rankings.
Seventeen UBS Advisor Teams in Southern California and Hawaii Named to the Forbes Best-in-State Wealth Management Teams List
UBS Wealth Management USA announced today that 17 financial advisor teams based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market, have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisor Teams list for 2023.
UBS Advisor Team Highbridge Wealth Management Named to the Forbes Best-In-State Wealth Management Teams List
UBS Wealth Management USA announced today that Highbridge Wealth Management, an advisor team in the firm’s Plano, Texas office has been named to the Forbes Best-In-State Wealth Management Teams list for 2023.
Four UBS advisors in the Greater New England Wealth Management Market named to Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State list
UBS Wealth Management USA is proud to announce that four Financial Advisors in the firm’s Greater New England Market, have been named to the Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State list for 2022. The advisors recognized include Matthew Bechtel, Chris Dillon, Reuben Fink, and Dan Gleason.
UBS Advisor Brian Truscott Named to the Forbes/SHOOK Top Next-Gen Wealth Advisors List
UBS Wealth Management USA announced today that Brian Truscott, a Financial Advisor in Houston, TX, has been named to the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2021.
