PHILADELPHIA, PA — UBS announced that several of its advisors from the Southeast Wealth Management Region have been recognized by Barron’s in three prestigious categories, underscoring the firm’s leadership and expertise in wealth management services.
Led by Regional Director Julie Fox, the Southeast Wealth Management Region celebrated the inclusion of advisors and teams in the Top 100 Financial Advisors, Top 100 Institutional Consulting Teams, and Top 250 Private Wealth Management Teams lists. These accolades reflect the advisors’ dedication to delivering exceptional client service and achieving outstanding results.
“It is truly gratifying to see so many of our advisors recognized nationally for their hard work and dedication to serving clients,” said Julie Fox, Regional Director for UBS Southeast. “On behalf of myself and the UBS leadership team, we congratulate each of them for this prestigious industry acknowledgement and look forward to continuing to support our advisors and clients with state-of-the-art wealth management capabilities.”
Individual and Team Recognitions
Barron’s Top 100 Financial Advisors
- Greg Cash and Mitchell Wickham (Wickham Cash Partners, Charlotte, NC)
- Both celebrated their fourth consecutive year on this list.
Barron’s Top 100 Institutional Consulting Teams
- Princeton/Park Avenue Investment Consulting (Princeton, NJ): L. Marc Shegoski, Linda Modico, David Sears
- UBS Institutional Consulting – Atlanta (Atlanta, GA): W. Austin Dodd, Kristi Thelen, Ray Vuicich
Barron’s Top 250 Private Wealth Management Teams
- Wickham Cash Partners (Charlotte, NC): Mitchell Wickham, Greg Cash, Trevor Hoke
- Constellation Wealth Management (Hallandale, FL): Nick Sadowsky, Worth Boyce
- BV Group (Boca Raton, FL): Michael Bober, Ed Ventrice, Alex Santos
- The Murray Group (Hunt Valley, MD): Jason Lowy, Nicholas Barbieri, Brian Doak
- LongBernsteinGunderson Wealth Management (Philadelphia, New York, and Dallas): Ryan Long, Brad Bernstein, Louise Gunderson
- The Capital ESOP Group (Washington, D.C.): Keith Apton, Nick Francia
- OakRing Wealth Partners (Alpharetta, GA): David Saltzman, Kevin King, Kevin Haynes
Recognitions Reflect Excellence
These rankings are based on a mix of criteria, including revenue generation, assets under management, practice quality, and regulatory records. UBS’s strong showing highlights its commitment to empowering clients with tailored solutions and top-tier advisory services.
With this recognition from Barron’s, UBS further solidifies its role as a trusted leader in wealth management, demonstrating the high caliber of its advisors and its dedication to delivering value and exceptional service across its client base.
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