43 UBS Financial Advisors in the Pacific Northwest Market Named to Forbes Best-In-State Wealth Advisors list
April 19 2024 - 8:20AM
Business Wire
UBS Wealth Management USA announced today that 43 Financial
Advisors from the firm’s Pacific Northwest Market, which spans
across the four states of Alaska, Montana, Oregon and Washington,
have been named to the Forbes Best-In-State Wealth Advisors list
for 2024.
“We are extremely proud to see so many of our talented financial
advisors across the Pacific Northwest Market recognized on this
prestigious list,” said Ryan Rozniakowski, Market Executive of the
Pacific Northwest at UBS Wealth Management USA. “These amazing
professionals have achieved an incredible level of success through
dedication, focus and commitment to not only their clients, but
their families and communities as well.”
The UBS Financial Advisors in the Pacific Northwest Market
named to the list are:
Anchorage, AK
Portland, OR
Everett, WA
Chad Adams
Scot Berryman
Derek Glynn
Tammy Head
Cam Cheek
Thomas Little
Levi Robinson
Sean Gabrio
Jason Therrell
Victor Lam
Billings, MT
Ed Lang
Seattle, WA
William Royer
Jon Levine
Joe Covey
Todd Vralsted
Jim Mead
Mike Doney
Tom Savinar
Sarah Fitch
Bend, OR
Shawn Macfarlan
Nathan Harrell
Bellevue, WA
Bradley Pratt
Paul Adams
Mark Russo
Lake Oswego, OR
Bijan Behboodi
Colin Simon
Aaron Kohn
Kyle Kuykendall
Scott Ventoza
Ali Panahpour
Subeer Manhas
Adam Walters
Todd Schroeder
Blythe Manson
Kevin Young
Michael Matthews
Duncan McAllister
Spokane, WA
Tyler Neal
Brad Desormeau
Stacy Oster
Mike Mumford
Adam Skagen
Stefanie Page
The 2024 Forbes ranking of Best-In-State Wealth Advisors,
developed by SHOOK Research, is based on an algorithm of
qualitative criteria learned through telephone, virtual and
in-person due diligence interviews, and quantitative data such as
revenue trends and assets under management. The algorithm
additionally weighs factors such as service models, compliance
records and industry experience, and focuses on those that
encompass best practices in their approach to working with
clients.
For the full list and further information please visit:
https://www.forbes.com/lists/best-in-state-wealth-advisors/.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 markets around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Neither
UBS Financial Services Inc. or its employees pay a fee in exchange
for these ratings. Past performance is not an indication of future
results. For press use only.
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Media: Christina Aquilina Christina.aquilina@ubs.com
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