Yahoo Finance Thirty-three UBS Financial Advisors in Southern California and Hawaii named to Forbes Best-in-State Wealth Advisors list
SAN DIEGO & NEWPORT BEACH, Calif. & HONOLULU, May 15, 2024--(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 |
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Irvine, CA | ||
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Newport Center, CA |
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Rancho Bernardo, CA | ||
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La Jolla, CA |
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Riverside, CA | ||
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Honolulu, Hawaii | ||
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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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