PHOENIX -- (Business Wire)
UBS announced today that 15 of its financial advisors in Arizona have been named to the Forbes Best-In-State Wealth Advisors list for 2023. Phoenix-based advisor Steven Schultz was ranked #1 in Arizona by Forbes, as well as #72 nationally on the 2023 Forbes America's Top Wealth Advisor list. Advisors Susan Bailey and Jennifer Pope of Scottsdale have been recognized on the 2023 Forbes Top Women Wealth Advisors Best-in-State list, and Michael DiGrazia in Phoenix has been named to the PLANADVISER Top Retirement Plan Advisers list for 2023. Additionally, three up-and-coming, under age 40 advisors in Arizona have been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2023 as well.
“On behalf of our team, I am very proud to see these talented advisors represent UBS, and I’d like to congratulate each of them on this achievement,” said Justin Frame, Pacific Desert Market Head, UBS Wealth Management USA. “Their work ethic, industry knowledge and client focus make a huge difference in helping our clients to plan for their families’ financial needs now and into the future. We look forward to their continued success in helping us deliver exceptional services to our clients in Arizona and beyond.”
The advisors named to the 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State list include:
Justin Low, Phoenix
Stockton Schultz, Phoenix
Aaron Rottenstein, Tucson
The 15 advisors named to the 2023 Forbes Best-In-State Wealth Advisors list include:
The 2023 Forbes/SHOOK Top Next-Gen Best-in-State Wealth Advisors list honors 1,464 advisors all born in 1984 or later, and they manage nearly $2.5 trillion in cumulative assets. For the full list, visit: https://www.forbes.com/lists/best-in-state-next-gen-advisors/.
The 2023 Forbes/SHOOK Best-in-State Wealth Advisors list is comprised of over 7,000 Advisors across the country, collectively managing nearly $11 trillion in client assets. For the full list, visit: www.forbes.com/lists/best-in-state-wealth-advisors/.
The 2023 Forbes/SHOOK Top Women Wealth Advisors Best-In-State list features 1,697 women collectively managing assets of nearly $2.3 trillion. For the full list, visit: www.forbes.com/lists/best-in-state-women-advisors/.
The 2023 Forbes/SHOOK America’s Top Wealth Advisors list features 250 financial professionals collectively managing nearly $1.3 trillion in assets. For the full list, visit: www.forbes.com/lists/top-wealth-advisors/.
The Forbes lists are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, financial data, and compliance records, to rank advisors.
The 2023 PLANADVISER Top Retirement Plan Advisers listing recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers must have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. For the full list, visit: www.planadviser.com/awards/2023-top-retirement-plan-advisers/.
Notes to Editors
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, 30% in Switzerland, 19% 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. 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.
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