UBS Advisor Daniel Green Named to the Forbes Top Next-Gen Advisors Best-in-State List
August 27 2024 - 11:58AM
Business Wire
Daniel ranked #1 Next-Gen advisor in Tennessee by
Forbes
UBS Wealth Management USA announced today that Daniel P. Green,
Financial Advisor in the firm’s Knoxville, Tennessee office, has
been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State
list for 2024. Daniel ranked #1 in Tennessee on this year’s
list.
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“Developing next generation talent is a top priority for our
business and it’s very exciting to see Daniel recognized nationally
for his achievements,” said Chris Cannon, UBS East Tennessee Market
Director at UBS Wealth Management USA. “On behalf of myself and the
UBS leadership team, we congratulate Daniel for this prestigious
industry recognition and look forward to his continued
success.”
Daniel has been with UBS since 2013. He and his team, The Green
Group, have developed and refined a process that uniquely serves
families of entrepreneurs, executives, and business leaders. This
guidance is paired with advice on investments, retirement, tax, and
estate planning. In leading this multigenerational team, Daniel has
an acute focus on building the next generation of advisors to
uniquely serve families throughout the country.
Daniel earned his bachelor’s degree in finance from the
University of Tennessee and holds the Certified Exit Planning
Advisor (CEPA®) designation from the Exit Planning Institute. This
is the fifth consecutive year that Daniel has been named to the
Next-Gen Advisors Best-in-State list. He has also previously been
named to the Forbes Best-in-State Wealth Advisors list
(2021-2024).
The 2024 Forbes/SHOOK Top Next-Gen Wealth Advisors Best-in-State
list features over 1,600 top professionals who cumulatively manage
nearly $2.8 trillion in assets. All were born in 1985 or later and
have a minimum of four years of experience as an advisor. The
ranking, developed by SHOOK Research, is based on an algorithm of
qualitative and quantitative measures including phone and in-person
interviews, compliance records, and revenue generated for their
firms.
For the full list and further information visit:
https://www.forbes.com/lists/best-in-state-next-gen-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 5.7 trillion
dollars of invested assets as per fourth 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. 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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Christina Aquilina Christina.aquilina@ubs.com
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