Thirty-three UBS Financial Advisors in Southern California and Hawaii named to Forbes Best-in-State Wealth Advisors list
May 15 2024 - 9:00AM
Business Wire
UBS Wealth Management USA announced today that 33 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 2024. Of the advisors
recognized, 14 are based in San Diego, 16 are in Orange County, one
is in the Inland Empire and two are in Hawaii.
“I’m proud to see so many of our skilled financial advisors
recognized for their commitment to going above and beyond for
clients, and I want to congratulate each of them,” said Justin
Frame, Pacific Desert Market Executive, UBS Wealth Management USA.
“This achievement underscores the professionalism and dedication of
our advisors. With strategic financial planning, personalized
guidance, and genuine support for families, UBS advisors help
clients navigate complex financial landscapes and pursue their
long-term goals and aspirations.”
The Advisors named to the 2024 Forbes
Best-in-State Wealth Advisors list include:
Carmel Valley, CA
Newport Beach, CA
San Diego, CA
Jeffrey Adams
James Axelson
Blair Cannon
Steven DeMatteo
Blake Foster
Candice Gleeson
Marc Foster
Thomas Krumenacker
Irvine, CA
Brian Gooding
Courtney Liddy
James Chiate
Michael Miremadi
Bryan Thompson
Anthony Guinane
Earl Thompson
Sasha Kottmeier
Newport Center, CA
Christopher R. Price
Thomas Podmajersky
Rancho Bernardo, CA
Barry Porter
Brad Hyldahl
La Jolla, CA
Lynne Sebastian
Brian Donaldson
Nicholas Villasenor
Riverside, CA
Andrew Galewski
Ed Levin
Scott Morris
Braydon Hamilton
Jeffery Hamilton
Stephen LaFata
James C. Riley
Honolulu, Hawaii
Christopher Radici
Daniel Shiu
Matthew Megorden
The 2024 Forbes/SHOOK Best-in-State Wealth Advisors list is
comprised of 8,507 Advisors across the country, collectively
managing nearly $13.5 trillion in client assets. The ranking,
compiled by SHOOK Research, uses quantitative and qualitative data,
including interviews, financial data, and compliance records, to
rank advisors.
For the full list, 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).
© 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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