UBS Advisor Stephen W. Davis Named To Forbes/SHOOK Best-in-State Wealth Advisors List
UBS Group AG Registered Ordinary Shares (UBS)
US:NYSE Investor Relations:
ubs.com/global/en/about_ubs/investor_relations.html
Company Research
Source: Business Wire
WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)--UBS Wealth Management USA announced today that Stephen W. Davis, a Managing Director and Financial Advisor in the firm’s Westlake Village office, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. This is the fourth year that Stephen has been named to the list.“I’m proud to see that Stephen has yet again been recognized to this prestigious list,” said Jaron R. Singletary, West Los Angeles Market Head at UBS Wealth Management USA. “Very few people are truly motivated by doing their absolute best every day for themselves and for others, and Stephen’s commitment is reflected in his client relationships and the overall quality of his business.”Stephen has nearly 30 years of experience in the financial services industry and heads a team of five, providing holistic wealth management advice for individuals, business owners, entrepreneurs, multi-generational families, and retirees. Stephen holds a bachelor’s
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UBS
News
- UBS Group AG (NYSE: UBS) was downgraded by analysts at Citigroup Inc. from a "buy" rating to a "neutral" rating.MarketBeat
- UBS’s Drew Freides and Michael Kanigher Named to Forbes Best-in-State and Top Wealth Advisors listsBusiness Wire
- UBS Group AG (NYSE: UBS) was downgraded by analysts at BNP Paribas from an "outperform" rating to a "neutral" rating.MarketBeat
- UBS: To Play It Safe [Seeking Alpha]Seeking Alpha
- UBS hires financial advisor team led by Christopher Toregas in Los AngelesBusiness Wire
UBS
Earnings
- 4/25/23 - Miss
UBS
Sec Filings
- 4/16/24 - Form 6-K
- 4/2/24 - Form IRANNOTICE
- 3/28/24 - Form 6-K
- UBS's page on the SEC website