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16.01.2026
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UBS Hires Financial Advisor Jeff Miller in Bellevue, WA
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UBS Global Wealth Management US today announced that Jeff Miller has joined the firm as a financial advisor. He joins the UBS Pacific Northwest wealth management market, led by Market Executive Robert Giordano, and is based in the Bellevue, Washington office. Jeff brings decades of experience advising high-net-worth families, entrepreneurs and cor...
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08.01.2026
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UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List
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UBS Global Wealth Management US announced today that Hollenbaugh, Rukeyser, Safro & Williams, a Private Wealth Team with multiple offices around the country, has been named to Forbes America’s Top Private Wealth Management Teams list for 2025. The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the thir...
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06.01.2026
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UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes
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UBS Investment Bank today announced coupon payments for 9 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”).
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...
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20.10.2025
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16.12.2025
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Los Angeles-Based UBS Advisor Team Wise River Advisors Ranked #10 on Forbes America’s Top Private Wealth Management Teams List
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UBS Global Wealth Management US announced today that Wise River Advisors, a Private Wealth Team in the firm’s Los Angeles, California office, has been named to Forbes America’s Top Private Wealth Management Teams list for 2025. Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list....
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23.01.2026
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04.12.2025
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UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes
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UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”).
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03.12.2025
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UBS Appoints Justin Frame to Lead Tucson, Arizona Office
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UBS Global Wealth Management today announced that Justin Frame, Managing Director and Market Executive for the Pacific Desert Market, has been appointed additional responsibility of the UBS Tucson, Arizona, office.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251203039576/en/Justin Fr...
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02.12.2025
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Five UBS advisor teams in the Southeast Region named to the Forbes America’s Top Wealth Management Teams list
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UBS today announced that five financial advisor teams in the firm’s Southeast region have been recognized by Forbes.
The financial advisor teams named to the 2025 Forbes America’s Top Wealth Management Teams Private Wealth list are:
LongBernsteinGunderson (Philadelphia, New York City and Dallas): Ryan M. Long, Bradford Bernstein, Louise Gunderso...
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01.12.2025
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UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB
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UBS Investment Bank today announced the coupon payment for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca.
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ETN Name and Prospectus
Supplement*
Coupon
Valuation
Date
Ex-
Date
Record
Date
Payment
Date
Coupon
Amount
Payment
Schedule
Current Yield
(annualized)**
AMUB...
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24.11.2025
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François Du Pasquier Joins UBS as Managing Director, Financial Advisor in Austin
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UBS Global Wealth Management US today announced that François Du Pasquier has joined the firm as a Managing Director and Financial Advisor. François joins the UBS Austin office within the Central Texas Market, and reports to Market Director Jeff Bidstrup.
“We are thrilled to welcome François to UBS,” said Jeff Bidstrup, Market Director, Central T...
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20.11.2025
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UBS to Present Beyond Pop: Art of the Everyday at Art Basel Miami Beach 2025, Featuring New Commission by Katherine Bernhardt
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UBS, Global Lead Partner of Art Basel, will debut Beyond Pop: Art of the Everyday at Art Basel Miami Beach 2025, celebrating the intersection of fine art and pop culture. This year, the UBS Lounge will feature a newly commissioned painting by St. Louis, Missouri-based artist Katherine Bernhardt alongside works from the UBS Art Collection. Addition...
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10.11.2025
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Daniel Holzer joins UBS as Financial Advisor in Westport, CT
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UBS Global Wealth Management US today announced that Daniel Holzer has joined the firm as a Financial Advisor. Dan joins the UBS Westport, Connecticut office, which is managed by Market Director Jim Miller and is part of the Greater New York Market, led by Market Executive Mara Glassel.
“On behalf of UBS, we’re excited to welcome Dan to the firm...
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05.11.2025
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UBS declares coupon payments on 8 ETRACS Exchange Traded Notes
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UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”).
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Ex-Date
Record Date
Payment Date
Coupon Am...
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20.10.2025
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04.11.2025
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Five UBS Financial Advisors in Pacific Desert Market Named to Forbes Top Next-Gen Advisors Best-in-State List
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UBS Global Wealth Management US announced today that five of its financial advisors based in the firm’s Pacific Desert Wealth Management Market have been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2025. Of the five, Phoenix-based advisor Stockton Schultz was recognized nationally as one of the top 100 advisors in the c...
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31.10.2025
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UBS Hires Financial Advisor Daryl Holmes in Alpharetta, Georgia
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UBS Wealth Management today announced the hiring of Financial Advisor Daryl Holmes in Alpharetta, Georgia.
Daryl and his team join the UBS South Market, which is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, led by Regional Director Julie Fox. Daryl reports to Market Director Sterling Zerbe.
“Daryl brings deca...
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27.10.2025
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UBS Welcomes Financial Advisor Bryan Davidson in Scottsdale, Arizona
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UBS Global Wealth Management today announces that Bryan Davidson has joined the firm as a Financial Advisor in the UBS Scottsdale, Arizona office. Bryan brings more than 20 years of experience in the financial services industry, including 17 years directly advising clients and helping them achieve their financial goals through comprehensive wealth...
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20.10.2025
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UBS Hires Financial Advisor Michael Shain in Greenville, South Carolina
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UBS Wealth Management today announced the hiring of Financial Advisor Michael Shain in Greenville, South Carolina. Michael returns to UBS after a distinguished 33-year career at the firm, before his retirement in February 2024.
He joins The Gallivan Group, a Private Wealth Management team in UBS’s South Atlantic Market, which is led by Market Ex...
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17.10.2025
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UBS Expands in Michigan With New Ann Arbor Office and Hires Five-Person Advisor Team
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UBS Global Wealth Management US today announced that a five-person advisor team, the Mueting Lyczak Group, has joined the firm. They join the UBS Great Lakes Wealth Management Market, managed by Market Executive Geoffrey Centner, and will be located in UBS’s new Ann Arbor, Michigan office, further expanding the firm’s presence across the region....
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16.10.2025
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UBS Hires Financial Advisor Robert Lauer in Franklin, Tennessee
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UBS Wealth Management today announced the hiring of Financial Advisor Robert (Bob) Lauer in Franklin, TN. Bob and his team join the UBS South Market, which is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, led by Regional Director Julie Fox. Robert reports to Market Director Ryan McCann.
“We are pleased to welcom...
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07.10.2025
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UBS Advisor Team Wise River Advisors Named to Barron’s Top 250 Private Wealth Management Teams
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UBS Global Wealth Management US announced today that Wise River Advisors, an advisor team based in the firm’s Los Angeles office, has been named to the Barron’s Top 250 Private Wealth Management Teams list for 2025. Wise River Advisors ranked #41 on this year’s list.
With advisors in Los Angeles, Orange County, San Diego and beyond, Wise River A...
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06.10.2025
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UBS Presents First-Ever Horology Exhibition Curated by Hodinkee Founder Ben Clymer
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UBS, the world’s leading global wealth manager, is proud to announce the launch of Icons of Time, the next installment of its UBS House of Craft global initiative. Created in partnership with Hodinkee and curated by its founder and president, Ben Clymer, the exhibition will take place October 9-10 in New York City. Icons of Time builds on UBS’s co...
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18.09.2025
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UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams
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UBS Global Wealth Management US announced today that The Schultz Group, an advisor team in the firm’s Phoenix office, has been named to the Barron’s Top 250 Private Wealth Management Teams list for 2025. The Schultz Group, which includes Financial Advisors Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, was the only Phoenix-based team i...
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28.08.2025
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UBS Advisor Daniel Green Named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List
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UBS Global Wealth Management US announced today that Daniel P. Green, Financial Advisor in the firm’s Knoxville, Tennessee office, has been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2025, ranking #2 in Tennessee.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/hom...
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26.08.2025
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Six UBS Advisors in the Southeast Region Named to the Forbes America’s Top Next-Gen Wealth Advisors List
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UBS today announced that six advisors in the firm’s Southeast Wealth Management Region have been named to the 2025 Forbes America’s Top Next-Gen Wealth Advisors list.
The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.
“These advisors represent the future of our firm and it is extremely gratifying to see them r...
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19.08.2025
UBS
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UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB
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UBS Investment Bank today announced the coupon payment for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca.
NYSE Ticker
ETN Name and Prospectus Supplement*
Coupon Valuation Date
Ex-
Date
Record Date
Payment Date
Coupon Amount
Payment Schedule
Current Yield (...
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18.08.2025
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UBS Hires Ryan Rozniakowski as Senior Market Director for Northern New Jersey
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UBS is pleased to announce the appointment of Ryan Rozniakowski as Senior Market Director for Northern New Jersey within the Greater New York Metro Market.
Ryan leads UBS’s Paramus office, the firm’s largest branch in New Jersey, where he is responsible for overseeing strategic growth, driving profitability, and leading a team of more than 130 e...
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22.07.2025
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J. Mills-Pierre III Joins UBS as Financial Advisor in New York City
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UBS Global Wealth Management US today announced that J. Mills-Pierre III has joined the firm as a Financial Advisor. Mills joins the UBS Manhattan Market, led by Market Executive Kellie Brady, and is based in the firm’s 299 Park Avenue location. He reports to Market Director Neal Cooper and Associate Market Executive Demie Kommatas.
“We’re thril...
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18.07.2025
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Christopher Brolly joins UBS as Financial Advisor in Boston
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UBS Global Wealth Management US announced that Christopher Brolly has joined the firm as a Financial Advisor. He joins the UBS Greater New England Market, led by Market Executive James Ducey, and will report to Boston Wealth Management Senior Market Director Robert Covino.
“Christopher brings a wealth of experience and a devout commitment to cli...
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18.07.2025
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UBS hires industry veteran Kathleen Ferraro as Market Director for Greenwich and Stamford, Connecticut
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UBS Global Wealth Management US today announced the appointment of Kathleen (Kathy) Ferraro, a seasoned executive with over three decades of experience, as the new Market Director for its Greenwich and Stamford, Connecticut offices. In this role, Kathy will be responsible for leading advisor development, elevating the client experience and advanci...
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14.07.2025
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UBS Hires Jack Heiss as Market Director in the Tampa, Florida Region
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UBS Global Wealth Management US today announced that Jack Heiss will join the firm as Market Director for its Tampa, Clearwater, St. Petersburg, Sarasota, and Winter Haven offices in Florida. He will begin his role at the conclusion of his notice period.
These offices are part of the firm’s Florida Wealth Management market led by Market Executiv...
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26.06.2025
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Financial Advisor Belin Robertson joins UBS in Pacific Desert Market
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UBS Wealth Management US has announced that Belin Robertson has joined the firm as a Financial Advisor. He will be based in the UBS Irvine office, which is part of the firm’s Pacific Desert Market, led by Market Executive Justin Frame.
With more than 25 years of industry experience, Belin specializes in complex trust matters and sophisticated pl...
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26.06.2025
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UBS appoints Joseph Lombardo as Market Director for Florham Park, NJ, expanding leadership across key New Jersey offices
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UBS Wealth Management US today announced the appointment of Joseph (Joe) Lombardo as Market Director for its Florham Park, New Jersey office, in addition to leading the firm’s offices in Short Hills and Westfield, New Jersey. The move is effective immediately.
“We are excited to name Joe as Market Director of Florham Park, in addition to his ong...
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13.06.2025
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Bill Frisco Joins UBS as a Financial Advisor in Houston
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UBS Wealth Management US today announced that William (Bill) Frisco has joined the firm as a Private Wealth Advisor and Senior Portfolio Manager in Houston. He is responsible for managing approximately $700 million in assets for ultra-high net worth individuals and families.
“We are thrilled to welcome Bill to the UBS family,” said Craig Vandegr...
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12.06.2025
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Mellany Bagtas joins UBS as a Financial Advisor in New York City
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UBS Wealth Management US today announced that Mellany Bagtas has joined the firm as a Financial Advisor in New York City. She will be based out of the firm’s 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas.
“We are excited to welcome Mellany to UBS,” said Kellie Brady, Manhattan Market Executive at UBS. “Her d...
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29.05.2025
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Fifteen UBS Financial Advisors in Arizona Named to Forbes Best-in-State Wealth Advisors List
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UBS Wealth Management US announced today that 15 of its financial advisors based in Arizona have been named to the Forbes Best-In-State Wealth Advisors list for 2025. Nine of the advisors are in Phoenix; five are in Scottsdale, and one is in Tucson.
Of the advisors, Steven Schultz, with Schultz Group in Phoenix, has also been named to the Forbes...
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© PR Newswire
29.05.2025
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UBS celebrates the craft of couture with Dior and Carine Roitfeld through new experiential exhibition
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UBS House of Craft x Dior will showcase the work of all seven of Dior's creative directors across eight decades. Access will be free to the public.Curated by Carine Roitfeld and photographed by Brigitte Niedermair, the exhibition will highlight each designer's unique perspectives and their influence on couture fashionThe multi-day event aligns Di...
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28.05.2025
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Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List
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UBS Wealth Management US announced today that 45 financial advisors based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named to the Forbes Best-In-State Wealth Advisors list for 2025. Of the advisors, 24 are based in UBS’s Orange County offices; 17 are from San Diego County area offices; one is in Riv...
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22.05.2025
UBS
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UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB
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UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca.
NYSE
Ticker
ETN Name and Prospectus Supplement*
Coupon
Valuation
Date
Ex-
Date
Record Date
Payment
Date
Coupon
Amount
Payment
Schedule
Current Yield
(annualized)**
AMUB
E...
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© BusinessWire
15.05.2025
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UBS Advisors in the Southeast Region Recognized Nationally by Barron’s
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UBS today announced that several advisors in the firm’s Southeast Wealth Management Region have been recognized by Barron’s.
The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.
“It is truly gratifying to see so many of our advisors recognized nationally for their hard work and dedication to serving clients,” said...
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06.05.2025
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General Atlantic and UBS Announce Strategic Partnership Focused on Private Credit Opportunities
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General Atlantic and UBS Group AG (NYSE: UBS) announce today a strategic partnership focused on private credit opportunities. The collaboration between UBS and General Atlantic Credit (GA Credit) aims to enhance investing clients’ and borrowers’ access to a broader set of direct lending and other credit products.
This press release features multim...
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28.04.2025
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Seven UBS Advisors in the Southeast Region Named to the Forbes America’s Top Wealth Advisors List
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UBS today announced that seven advisors in the firm’s Southeast Wealth Management Region have been named to the 2025 Forbes America’s Top Wealth Advisors list.
The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.
“These advisors are some of the best in the business and on behalf of myself and the UBS leadership te...
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27.03.2025
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Twenty-Six UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-In-State Wealth Management Teams List
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UBS Wealth Management USA announced today that 26 financial advisor teams based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named to the Forbes Best-In-State Wealth Management Teams lists for 2025.
“We are proud to see these talented teams recognized for their dedication to meeting the needs of thei...
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26.03.2025
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Eleven UBS Advisor Teams in Arizona Named to Forbes Best-in-State Wealth Management Teams List
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UBS Wealth Management USA announced today that 11 of its Arizona-based wealth management teams have been named to the Forbes Best-in-State Wealth Management Teams list for 2025. Six of the teams are based in Phoenix; two are in Tucson, and three are in Scottsdale.
“We are proud that so many of our advisor teams here in Arizona, as well as many ot...
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24.03.2025
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Six UBS Financial Advisors in Pacific Desert Market Named to Barron’s Top 1200 Financial Advisors List
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UBS announced today that six financial advisors in the firm’s Pacific Desert Market, which includes parts of Southern California as well as Arizona and Hawaii, have been named to the Barron’s Top 1200 Financial Advisors list for 2025. The UBS advisors named to the list include three advisors in Arizona: Steven Schultz, Stockton Schultz, and Brad H...
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20.03.2025
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Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State list
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UBS Wealth Management USA announced today that three financial advisors, Susan Bailey, Jennifer Lucovich, and Jennifer Pope, in the Scottsdale office of the firm’s Pacific Desert Wealth Management Market have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2025.
“Our advisors develop comprehensive financial plans and tai...
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19.03.2025
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Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes
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UBS Wealth Management USA announced today that nine financial advisors based in the Southern California and Hawaii areas of the firm’s Pacific Desert market have been named to the Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State lists for 2025. One of the advisors, Courtney Liddy, has been recognized by Forbes for the s...
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19.03.2025
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11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list
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UBS today announced that 11 advisors in the firm’s South Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025.
The South Wealth Management Market is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“On behalf of myself and th...
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19.03.2025
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14 UBS Advisors in the Mid-Atlantic Market Named to the Barron’s Top 1200 Financial Advisors List
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UBS today announced that 14 advisors in the firm’s Mid-Atlantic Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025.
The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“It is ver...
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19.03.2025
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Nine UBS Advisors in the South Atlantic Wealth Management Market Named to the Barron’s Top 1200 Financial Advisors List
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UBS today announced that nine advisors in the firm’s South Atlantic Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025.
The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“This na...
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18.03.2025
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Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40
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UBS is proud to announce that three of the firm’s financial advisors in its Pacific Desert Market areas of Southern California and Arizona have been named to the Financial Planning Top 40 Brokers Under 40 listing for 2025. Nationwide, UBS held 12 of the 40 top spots.
The Top 40 under 40 list honors advisors who were age 39 or younger by Dec. 31,...
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13.03.2025
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10 UBS Advisors in Florida Named to the Barron’s Top 1200 Financial Advisors List
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UBS today announced that 10 advisors in the firm’s Florida Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025.
The Florida Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“These advisors are some of the best in the business and...
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07.03.2025
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11 UBS Advisors in the Mid-Atlantic Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
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UBS today announced that 11 advisors in the firm’s Mid-Atlantic Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.
The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“We...
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07.03.2025
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Five UBS advisors in the South Atlantic Wealth Management Market named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
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UBS today announced that five advisors in the firm’s South Atlantic Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.
The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“I...
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07.03.2025
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13 UBS Advisors in Florida Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
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UBS today announced that 13 advisors in the firm’s Florida Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.
The Florida Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“It is truly gratifying to see so many talented fi...
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© BusinessWire
07.03.2025
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13 UBS Advisors in the South Wealth Management Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
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UBS today announced that 13 advisors in the firm’s South Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.
The South Wealth Management Market is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“We congratulate each...
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© BusinessWire
28.02.2025
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UBS Private Wealth Management Hires Zachary Sobel in Palm Beach Gardens
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UBS Private Wealth Management today announced the hiring of Financial Advisor Zachary Sobel in Palm Beach Gardens, Florida.
Zachary and his team, which manage over $400 million in client assets, join the UBS Florida Market, which is led Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, led by Regional Director Julie Fox...
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© BusinessWire
05.02.2025
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35 UBS Advisor Teams in the Mid-Atlantic Market Named to the Forbes Best-in-State Wealth Management Teams List
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UBS today announced that 35 advisor teams in the firm’s Mid-Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.
The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox....
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© BusinessWire
05.02.2025
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23 UBS advisor teams in the South Atlantic Market named to the Forbes Best-in-State Wealth Management Teams list
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UBS today announced that 23 advisor teams in the firm’s South Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.
The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox....
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© BusinessWire
05.02.2025
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32 UBS advisor teams in the South Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams list
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UBS today announced that 32 advisor teams in the firm’s South Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.
The South Wealth Management Market is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“These advisors...
Themefolio
Profiler
Peergroup
© BusinessWire
05.02.2025
UBS
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35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List
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UBS today announced that 35 advisor teams in the firm’s Florida Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.
The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“We congr...
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© BusinessWire
14.01.2025
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UBS Announces New Regional Market Leadership in the Southeast US
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UBS Wealth Management USA recently announced key organizational changes, including moving its field management structure from two national divisions to four regions. This new alignment empowers UBS’s field leaders through faster decision-making, enhanced responsiveness to client needs, and greater connectivity with the firm’s full client offering....
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