Sixteen UBS Financial Advisors in Arizona Named to Forbes Best-in-State Wealth Advisors List
May 13 2024 - 12:52PM
Business Wire
Phoenix-based advisor Steven Schultz ranked #1 in Arizona and
#85 nationally
UBS announced today that 16 of its financial advisors in Arizona
have been named to the Forbes Best-in-State Wealth Advisors list
for 2024. Additionally, Steven Schultz, an advisor in the firm’s
Phoenix office, ranked #1 in Arizona on the Best-in-State list, and
was also named to the Forbes America's Top Wealth Advisors list for
2024, ranking #85 nationally.
“On behalf of our entire team, I extend sincere congratulations
to each of these talented financial advisors and I’m incredibly
proud to see them recognized for their outstanding
accomplishments,” said Shawn Bernhard, Market Director for UBS in
Arizona. “Their tireless dedication, industry expertise and
unwavering commitment to providing excellent service helps UBS
clients achieve their life aspirations through tailored financial
advice.”
The advisors in Arizona named to the 2024 Forbes
Best-in-State Wealth Advisors list include:
Phoenix
Scottsdale
Steven Schultz
Susan Bailey
Anthony Bebbington, CFP®, CIMA®
Kirk M. Johnson
Peter Y. Choy, AIF®, CRPS™, CRPC™
Richard Schneider, CFP®
Brad Howell, CLU®, ChFC®, CFP®
Jennifer Lucovich
Drew Kliber
Scott MacDonald, CPWA®, UBS Private
Wealth
Justin Low
T. Ryan Moore, CFP®, CEPA®
Tucson
Stockton Schultz
Matthew Meyer
Lawrence Fann
Aaron Rottenstein, CFP®, CIMA®
The 2024 Forbes/SHOOK Best-in-State Wealth Advisors sixth annual
list is comprised of 8,507 wealth advisors, collectively managing
nearly $13.5 trillion in client assets. The 250 financial
professionals featured on the 2024 Forbes/SHOOK America’s Top
Wealth Advisors list collectively manage nearly $1.5 trillion in
assets. The rankings, compiled by SHOOK Research, use quantitative
and qualitative data, including interviews, financial data, and
compliance records, to rank candidates nominated by their
firms.
For the full Best-in-State list, visit:
https://www.forbes.com/lists/best-in-state-wealth-advisors/
For the full Top Wealth Advisors list, visit:
https://www.forbes.com/lists/top-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).
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results. For press use only.
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Beth Walsh 858-254-2845 beth@clearpointagency.com
https://www.ubs.com
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