Financial News

Ten UBS advisors in South Texas named to the Forbes Top Women Wealth Advisors list

UBS Wealth Management USA announced today that 10 Financial Advisors in the South Texas area have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2023.

“Congratulations to these financial advisors, many of whom have been on this list multiple times,” said Craig Vandegrift, South Texas Market Director at UBS Wealth Management USA. “This achievement recognizes their experience, professionalism and dedication to helping each client meet their unique financial needs and goals, and we’re proud that they represent UBS.”

The UBS advisors in South Texas named to the list are:

Houston River Oaks

 

The Woodlands

Houston City Center

Beaumont

Elizabeth Lockwood

Lorraine Allemand

Nena Brackett

Wendy Nobles

Sharon Callender Snowden

Kelsey Shive

Amanda Evans

 

Sherry Verburgt

Shelley Waters

 

 

Jennifer VanderSchoor

 

 

 

The Forbes/SHOOK Research seventh annual Top Women Wealth Advisors list is made up of 1,697 women who collectively manage nearly $2.3 trillion in client assets. The list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisors.

For the full list and further information, visit: https://www.forbes.com/lists/best-in-state-women-advisors/.

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.

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