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Thu, 29.05.2025
UBS Group
CH0244767585
UBS Wealth Management US announced today that 15 of its financial advisors based in Arizona have been named to the Forbes Best-In-State Wealth Advisors list for 2025. Nine of the advisors are in Phoenix; five are in Scottsdale, and one is in Tucson.
Of the advisors, Steven Schultz, with Schultz Group in Phoenix, has also been named to the Forbes...
UBS Wealth Management US announced today that 45 financial advisors based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named to the Forbes Best-In-State Wealth Advisors list for 2025. Of the advisors, 24 are based in UBS’s Orange County offices; 17 are from San Diego County area offices; one is in Riv...
UBS today announced that several advisors in the firm’s Southeast Wealth Management Region have been recognized by Barron’s.
The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.
“It is truly gratifying to see so many of our advisors recognized nationally for their hard work and dedication to serving clients,” said...
General Atlantic and UBS Group AG (NYSE: UBS) announce today a strategic partnership focused on private credit opportunities. The collaboration between UBS and General Atlantic Credit (GA Credit) aims to enhance investing clients’ and borrowers’ access to a broader set of direct lending and other credit products.
This press release features multim...
UBS today announced that seven advisors in the firm’s Southeast Wealth Management Region have been named to the 2025 Forbes America’s Top Wealth Advisors list.
The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.
“These advisors are some of the best in the business and on behalf of myself and the UBS leadership te...
UBS Wealth Management USA announced today that 26 financial advisor teams based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named to the Forbes Best-In-State Wealth Management Teams lists for 2025.
“We are proud to see these talented teams recognized for their dedication to meeting the needs of thei...
UBS Wealth Management USA announced today that 11 of its Arizona-based wealth management teams have been named to the Forbes Best-in-State Wealth Management Teams list for 2025. Six of the teams are based in Phoenix; two are in Tucson, and three are in Scottsdale.
“We are proud that so many of our advisor teams here in Arizona, as well as many ot...
UBS announced today that six financial advisors in the firm’s Pacific Desert Market, which includes parts of Southern California as well as Arizona and Hawaii, have been named to the Barron’s Top 1200 Financial Advisors list for 2025. The UBS advisors named to the list include three advisors in Arizona: Steven Schultz, Stockton Schultz, and Brad H...
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.
“Our advisors develop comprehensive financial plans and tai...
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 s...
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