03:00:12 EST Sun 03 Dec 2023
Enter Symbol
or Name

Six UBS Private Wealth Advisor Teams in the Southeast Market Named to the Forbes Best-In-State Wealth Management Teams List

2023-02-13 14:20 ET - News Release

The six Private Wealth teams were recognized as some of the best wealth Management Teams in Georgia, Tennessee and Louisiana

Company Website: https://www.ubs.com
ATLANTA -- (Business Wire)

UBS announced today that six Private Wealth Management teams in the firm’s Southeast Market have been named to the Forbes Best-In-State Wealth Management Teams list for 2023.

“These advisors and their teams have achieved a remarkable level of success by providing their clients with the highest levels of expert financial advice and world-class service,” said Lane Strumlauf, Southeast Market Executive at UBS Private Wealth Management. “We are incredibly proud to see them recognized among the top wealth management teams in Georgia, Tennessee and Louisiana, and especially to see the Family Office Partners team ranked #1 in Tennessee. We congratulate them all on this prestigious industry achievement.”

The Private Wealth Management teams named to the list in the UBS Southeast Market include:

Atlanta, GA
Key Partners: Tim Dod, Brad Roberts, Brent Lane & Justin Pugh
The ESOP Group: Leslie Lauer, Rebecca Glasgow & Curt Rubinas
The LeDoyen Price Group: Van Price, Jon LeDoyen & Jeremy Mykulak

Nashville, TN
Family Office Partners:* Kent Kirby, Dominic Calvani & Benji Walker *Ranked #1 in Tennessee
Parham | Deidiker Family Wealth Advisors: Jana Lisle Parham & Nick Deidiker

Lafayette, LA
Exit Planning & Wealth Consulting Group: Ben Domingue, Travis Frayard, Shawna Prejean & Rick Frayard

The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 2,800 teams with cumulative assets of roughly $4 trillion. The ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative criteria, including telephone, virtual and in-person interviews.

For the full list and further information visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/.

Notes to Editors

About UBS

UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. For press use only.


Christina Aquilina

Source: UBS

© 2023 Canjex Publishing Ltd. All rights reserved.