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The scrutiny of how banks and brokerages treated their customers during an era of high interest rates is heating up just as that era draws to a close.
KNOXVILLE, Tenn., August 27, 2024--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.
PHILADELPHIA, August 26, 2024--UBS today announced that four advisors in the firm’s Philadelphia D.C. Wealth Management Market have been named to the 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State List.