01:33:05 EST Sun 03 Dec 2023
Enter Symbol
or Name

UBS Advisor Jeremy Keller named to Forbes America ¢ € ™s Top Next-Gen Wealth Advisor list

2023-09-01 10:30 ET - News Release

Jeremy Keller ranked #35 nationally and #1 in Nevada for 2023

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

UBS today announced that Jeremy Keller, a Managing Director and Private Wealth Advisor based in the firm’s in Las Vegas, Nevada office, has been named to the Forbes America’s Top Next-Gen Wealth Advisor list for 2023. Jeremy earned distinction as Nevada’s #1 Top Next-Gen Advisor and #35 in the nation.

“We are incredibly proud of the guidance and expertise that Jeremy brings to bear for his clients and their families,” said Weisner Perez, Las Vegas Market Director at UBS Wealth Management USA. “This achievement is another example of how he continues to set the bar for excellence, not only in the state of Nevada, but for the country as well.”

Jeremy specializes in providing high-net-worth individuals, families and corporate entities with holistic wealth management advice including liability management, estate planning, tax optimization and philanthropic strategies. In recognition of his success and achievements, Jeremy has also been named to the Forbes Best-in-State Wealth Advisors and Forbes Best-In-State Wealth Management Teams lists for 2023.

Jeremy is a proud member of Montage Financial Group at UBS, a 25-person team with offices in Nevada, Colorado and Nebraska. Together, they focus on guiding generations of sophisticated families, senior executives and entrepreneurs through complex wealth challenges. Montage Financial Group at UBS was also recently named to the Barron’s Top 100 Private Wealth Teams list for 2023, as well as the Forbes Best-in-State Wealth Management Teams list for 2023.

An Academic All American college scholarship athlete in golf, Jeremy earned his bachelor’s degree in both Finance and Marketing from California State University, Long Beach, as well as his MBA from the University of Nevada, Las Vegas.

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. 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.


Christina Aquilina

Source: UBS

© 2023 Canjex Publishing Ltd. All rights reserved.