Articles from UBS Wealth Management USA

UBS Wealth Management USA announced today that three financial advisors, Susan Bailey, Jennifer Lucovich, and Jennifer Pope, in the Scottsdale office of the firm’s Pacific Desert Wealth Management Market have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2025.

UBS Wealth Management USA announced today that Stockton Schultz, a financial advisor based in the firm’s Phoenix office, has been named to the Financial Planning Top 40 Brokers Under 40 list for 2024. In addition, Stockton has also earned the Athletes and Entertainers Consultant (“AEC”) designation at UBS.

UBS Wealth Management USA announced today that three financial advisors, Susan Bailey, Jennifer Loson Luckovich and Jennifer Pope, in the Scottsdale office of the firm’s Pacific Desert Wealth Management Market have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2024.

UBS Wealth Management USA announced today that five financial advisors based in the Southern California and Hawaiian 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 2024. One of the women, Courtney Liddy, has been recognized as one of the Top 100 Women Wealth Advisors nationwide by Forbes, ranking #21 on the list.

UBS Wealth Management USA announced today that Financial Advisor Courtney McDonald Liddy has been named to the Forbes America’s Top Women Wealth Advisors list and the Forbes Best-in-State Women Advisors list for 2023, as well as the 2023 Barron’s Top 1200 Financial Advisors nationally. These honors are the latest in a long list of recognition for Courtney and mark the fifth and sixth times since 2019 that she has appeared on the Top Women Wealth Advisors lists for Forbes and the fourth time she has appeared on a Barron’s list.

UBS Wealth Management USA today announced that Thomas Sheehan has joined the firm as a Financial Advisor. Thomas manages more than $305 million in client assets and has over 22 years of wealth management industry experience.

UBS Wealth Management USA today announced that Financial Advisors Brian Mariash and James Barton “Bart” Lowther have joined the firm in Sarasota, Florida. Together with their six-person team, Mariash Lowther Wealth Management, they manage nearly $640 million in client assets for ultra-high net worth individuals and families.

Today, UBS Wealth Management USA announced Mike Mimick has been appointed Market Executive for the firm’s Midwest Market. Mike will be responsible for leading UBS’s wealth management business and Financial Advisors based in Minnesota, Nebraska, Missouri, Oklahoma, Kansas, Wisconsin, Iowa, South Dakota and North Dakota.

UBS Wealth Management USA announced today that 10 Financial Advisors in the South Texas area have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2023.

UBS Wealth Management USA today announced that Financial Advisors David Sacharko and Sean Siana have joined the firm. They bring more than 30 years of combined industry experience, and are responsible for managing $340 million in client assets for high net worth individuals and families.

UBS Wealth Management USA announced today that a four-person team managing over $215 million in client assets has joined the firm in New York City. The team is led by Financial Advisor David Powers, and includes Senior Wealth Strategy Associates Josh Steuerman and Martin Schwartz, as well as Registered Client Service Associate Kirsten Gabbett.

UBS Wealth Management USA today announced that Matthew Tashjian and Jason Farkas have joined the firm as Financial Advisors in Hartford, Connecticut. The team is responsible for managing a combined $428 million in client assets for high net worth individuals and families.

UBS Wealth Management USA announced that a four-person team managing $420 million in client assets has joined in the firm’s Atlanta Wealth Management Market. The team is led by Financial Advisors Todd Emily and Ashley Carney, and will be based in a new branch office location in Athens, GA.

UBS Wealth Management USA announced today that Roger Vierra, a Financial Advisor in the firm’s Rockland, MA office, has been named to the 2022 PLANADVISER Top Retirement Plan Advisers list.

UBS Wealth Management USA announced today that five Financial Advisors managing $1.3 billion in client assets have joined in the firm’s New York City Central and Northern NJ Wealth Management Markets. The advisors are Peter E. Murray, David W. Peeler, Andrew V. DiPaola, Gregory J. Amerkanian, and Michael C. Gogliormella.

UBS Wealth Management USA announced today that a three-person team managing $368 million in client assets has joined the firm in the Greater Los Angeles market. The team is led by Financial Advisors Carl Ceder and Rachel Cain, based in Sherman Oaks and Westlake Village, California, respectively.

UBS Wealth Management USA announced today that a four-person team managing over $500 million in client assets has joined the firm in Sherman Oaks, California. Led by Managing Director and Financial Advisor Roshan Ghaznavi and Financial Advisor Matthew Seukunian, the team has built a successful business focused on the pre- and post-retirement needs of clients.

UBS Wealth Management USA announced today that Gino R. Stumpo, CFP®, CRPC®, a Financial Advisor and Managing Director in the firm’s Orange County Market, has been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2022. Gino was ranked #9 in the High Net Worth category for Southern California and has appeared on the Forbes/SHOOK Best-In-State Wealth Advisors list for four consecutive years.

UBS Wealth Management USA announced today that 14 financial advisors in the firm’s San Diego and Hawaii market have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2022. Of the 14 advisors recognized, three are based in the firm’s Honolulu office, six are based in San Diego, four are based in La Jolla and one is based in Riverside.

UBS Wealth Management USA announced today that Sherry Dewane, a Financial Advisor in the firm’s Los Angeles Market, has earned the Athletes and Entertainers Consultant (“AEC”) designation at UBS.

UBS Wealth Management USA announced today that Financial Advisors Courtney Liddy, CRPC℠, in San Diego, California, and Matthew (“Matt”) Megorden, CFP®, CIMA®, in Honolulu, Hawaii, have been named to the Barron’s Top 1,200 Financial Advisors list for 2022.

UBS Wealth Management USA announced today that David Schachter, a Financial Advisor in the firm’s West Los Angeles Market, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2022.

UBS Wealth Management USA announced today that Financial Advisor and Portfolio Manager, Brett C. Moore, has joined the firm in Beverly Hills, California. Brett brings more than 22 years of experience to UBS.

UBS Wealth Management USA announced today that Financial Advisor Debbie Chen has joined the firm in Pasadena, California. Debbie brings over 20 years of experience working with ultra-high net worth clients in the United States and Asia.

UBS Wealth Management USA announced today that Kalyn Maher Walker, a Financial Advisor in San Diego, California, has been named to the Working Mother/SHOOK Research Top Wealth Advisor Moms list for 2021. This is the third consecutive year that Kalyn has been named to the list.

UBS Wealth Management USA announced today that two Financial Advisors in San Diego, California, have been named to the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2021. Kalyn Maher Walker, based in the Carmel Valley branch, and Stephen LaFata, based in the La Jolla branch, were named to the list.

UBS Wealth Management USA today announced that Financial Advisors, Micah Roberge and Shaun Hawkins, have joined the firm in Portland, Maine. The team, The Roberge Hawkins Group, manages $400 million in client assets. Also joining the firm is Senior Registered Client Service Associate Deborah Erickson.

UBS Wealth Management USA announced today that two Financial Advisors in Boston, MA, Max Pecker and Sean Dillon, have been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021.

UBS Wealth Management USA announced today that a four-person advisor team have joined the firm in Santa Barbara, California. The team is led by Financial Advisor Mark Brenner, CIMC®, and also includes Financial Advisor Kip Paulson, CFA®, Senior Wealth Strategy Associate Shawn Hill, CFP®, and Registered Client Associate Nathan Cha. Together, they will focus on serving the holistic wealth management needs of high-net-worth clients, executives and business owners in Santa Barbara, as well as other locations across the U.S.

UBS Wealth Management USA announced today that Courtney Liddy, CRPC®, a Managing Director and Financial Advisor in the firm’s San Diego market, has been named to the Barron’s Top 100 Women Financial Advisors list for 2021. This is one of many recognitions Ms. Liddy has received in the past decade, including being named to the Barron’s Top 100 Women Financial Advisors list in 2011 and 2012.

UBS Wealth Management USA announced today that two Financial Advisors in San Diego have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021. The advisors are Courtney Liddy of the Downtown office and Kalyn Maher Walker of the Carmel Valley San Diego office.

UBS Wealth Management USA announced today that David J. Van Acker, a Financial Advisor in the firm’s Westlake Village, California office, has been named to the Forbes/ SHOOK Research Best-in-State Wealth Advisors list for 2021. This is the third year he has been named to the list.

UBS Wealth Management USA announced today that a seven-person team managing $2 billion in client assets has joined the firm in Newport Beach, California. The team, led by Financial Advisors Thomas (“Tom”) J. Nieto and Frederick (“Fred”) D. Grand Jr., have built a successful business focused on high-net-worth individuals and families, entrepreneurs, and institutions.