News releases from UBS Global Wealth Management
Louis Green Joins UBS as a Financial Advisor in New York
January 21, 2021
UBS Wealth Management USA announced today that Louis Green has joined the firm as a Financial Advisor in the 1285 Avenue of the Americas branch office in New York.
UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team
December 21, 2020
UBS Private Wealth Management (PWM) today announced that Private Wealth Advisors Scott Belveal and Adam Lambert will be joining UBS. The team manages approximately USD 1.7 billion in client assets.
UBS announced today that Sharon Alleman, a Financial Advisor in the firm’s Hartford, Connecticut (CT) office has been named to Working Mother and SHOOK Research’s list of Top Wealth Advisor Moms for...
UBS Advisor Stephen W. Davis names to Forbes/SHOOK Best-In-State Wealth Advisors List
November 09, 2020
UBS Wealth Management USA is proud to announce that Stephen W. Davis, a Financial Advisor in the firm’s Westlake Village, California (CA) office, has been named to the 2020 Forbes/SHOOK Best-In-State...
UBS Advisor Kalyn Maher Walker Named to Working Mother’s Top Wealth Advisor Moms List
October 28, 2020
Kalyn Maher Walker, Financial Advisor at UBS San Diego, has been named to Working Mother Top Wealth Advisor Moms List for 2020, for the second time.
Two UBS Advisors from South Texas Named to The Financial Times 401 Top Retirement Advisors List
October 23, 2020
UBS Workplace Wealth Solutions Expands to Provide Corporate Clients With Student Loan Debt, Retirement and Broader Financial Wellness Tools for Their Employees
October 22, 2020
UBS Global Wealth Management has announced its enhanced UBS Workplace Wealth Solutions offering with updated, personalized digital capabilities to address its corporate clients’ employees financial...
UBS Assistant Market Head Named to Top 50 Under 50 List by the Association of African American Financial Advisors
October 15, 2020
UBS Wealth Management USA announced today that Edgar Marita, Assistant Market Head in the Central New England/New York State Market, has been named to the Association of African American Financial...
UBS Hires Three Financial Advisors in Los Angeles and Orange County
October 06, 2020
UBS Wealth Management USA announced today that three financial advisors have joined the firm in California. Henry Anthony (Tony) Hernandez and Robert Magallanes will be based in Irvine, Orange County,...
Two UBS Advisors Named to Working Mother Magazine's List of Top Wealth Advisor Moms
September 30, 2020
UBS Private Wealth Advisor Michael S. Matthews Named to Forbes/SHOOK Top Wealth Advisors List
September 29, 2020
UBS Private Wealth Management is proud to announce that Michael S. Matthews, a Managing Director and Senior Portfolio Manager in the firm’s Bellevue, WA office, has been named to the 2020 Forbes/SHOOK...
William J. Connolly Joins UBS Private Wealth Management in Boston
September 15, 2020
UBS is proud to announce that William “Will” J. Connolly has joined UBS Private Wealth Management as an Account Vice President and Partner in the Cleary & Devine Group. He will be based in the Boston...
Three UBS Advisors in the Greater New England Market Named to Forbes/SHOOK Top Next-Gen Wealth Advisors list
August 05, 2020
UBS is proud to announce that three financial advisors in the Firm’s Greater New England Market have been named to Forbes/SHOOK Top Next-Gen Wealth Advisors list for 2020. Those recognized include:
Jennifer Lucovich Appointed as Financial Advisor at UBS Scottsdale Arizona Branch Office
August 04, 2020
UBS is proud to announce that Jennifer Lucovich has joined the firm as a Financial Advisor, Senior Vice President—Wealth Management in the Scottsdale Arizona branch office.
Three UBS Advisors From San Diego Market Named to Forbes/SHOOK Top Next-Generation Wealth Advisors List
August 04, 2020
3 San Diego-based UBS financial advisors have made the 2020 Forbes/SHOOK Top Next-Gen Wealth Advisors list.
Two UBS Advisors from Houston Named to Forbes/SHOOK List of Top Next-Gen Wealth Advisors
July 22, 2020
New UBS report reveals that joint financial participation is the key to gender equality
July 06, 2020
According to UBS Global Wealth Management’s latest Own Your Worth report, 74% of men and 82% of women see joint participation in long-term financial decisions as a necessary step to create gender...
UBS Advisors Becky Falk and Kelli Puhl Named to Forbes/ SHOOK list of Top Women Wealth Advisors
June 23, 2020
UBS announced today that two Financial Advisors in the Wayzata office, Becky Falk and Kelli Puhl of the Falk, Puhl & Guillaume Wealth Management Team, have been named to the Forbes/SHOOK list of Top...
Four UBS Advisors in San Antonio and Austin Named to Forbes/SHOOK List of Best-In-State Wealth Advisors
June 09, 2020
UBS announced today that two Financial Advisors from UBS's Central Texas Market, Jan Pickle of Austin and Carol Mani Johnston of San Antonio, have been named to the Forbes/SHOOK List of Top Women...
UBS Financial Advisor Caryl-Lyn Mazullo Named to Forbes/SHOOK List of Top Women Wealth Advisors
May 19, 2020
UBS Global Wealth Management announced today that Caryl-Lyn Mazullo, Financial Advisors and Senior Vice President—Wealth Management in the firm's Akron office, has been named to Forbes/SHOOK's 2020...
Two UBS Financial Advisors from San Diego Named to the Forbes 2020 Top Women Wealth Advisors List
May 06, 2020
Courtney Liddy and Kalyn Maher Walker, two San Diego-area UBS financial advisors, have been named to the Forbes 2020 Top Women Wealth Advisors list
10 UBS Advisors in Houston and Beaumont Named to Forbes/SHOOK List of Best-In-State Wealth Advisors
April 01, 2020
UBS Private Wealth Advisors Lance Cholet and Reed Fawley Earn Certified Exit Planning Advisor (CEPA) Designation
February 10, 2020
UBS is proud to announce that Reed Fawley and Lance Cholet, Private Wealth Advisors in the firm's CORAL Investment Partners team in New York, recently earned the Certified Exit Planning Advisor (CEPA)...
24 Greater New England Market UBS Advisors Named to Forbes/SHOOK List of Best-in-State Financial Advisors
February 06, 2020
UBS Financial Services Inc. announced today that 24 Financial Advisors in the Firm’s Greater New England Market have been named to Forbes/SHOOK list of Best-In-State list Wealth Advisors, listed on...
David W. Ellis III Named to Forbes’ 2019 List of Top Wealth Advisors
November 06, 2019
David W. Ellis III, UBS private wealth advisor and managing director of The Ellis Group, has been named to Forbes’ Top Wealth Advisors List for the fourth year in a row. The prestigious list recognizes...