PHILADELPHIA, PA — UBS (NYSE: UBS) announced that seven of its advisors from the Southeast Wealth Management Region have earned spots on the prestigious 2025 Forbes America’s Top Wealth Advisors list. This recognition highlights their excellence in financial advisory services and underscores the firm’s strong presence in the industry.
“These advisors are some of the best in the business and on behalf of myself and the UBS leadership team, we congratulate each of them for this impressive industry recognition,” said Julie Fox, Regional Director for the UBS Southeast Wealth Management Region. “We remain committed to providing our advisors with a world-class wealth management platform to better serve their clients and help them navigate a wide array of complex financial matters.”
The UBS advisors named to the esteemed list are:
- Charlotte, NC: Greg Cash, Mitchell Wickham
- Mt. Laurel, NJ: Mark Fendrick
- Naples, FL: Joseph Matina, Jason Stephens
- Nashville, TN: Kent Kirby
- Washington, D.C.: Keith Apton
The Forbes America’s Top Wealth Advisors list, now in its tenth year, ranks 250 financial advisors nationwide who collectively manage approximately $2 trillion in client assets. Candidates were evaluated through a rigorous process involving qualitative and quantitative criteria, including in-depth interviews, compliance records, and revenue generated for their firms.
This achievement spotlights UBS’s dedication to financial excellence and its continued support for advisors in delivering top-tier wealth management services to clients.
For the latest news on everything happening in Chester County and the surrounding area, be sure to follow MyChesCo on Google News and MSN.