UBS Financial Advisor Stockton Schultz named to Financial Planning 2024 Top 40 Under 40
UBS Group AG Registered Ordinary Shares (UBS)
US:NYSE Investor Relations:
ubs.com/global/en/about_ubs/investor_relations.html
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Source: Business Wire
PHOENIX--(BUSINESS WIRE)--UBS Wealth Management USA announced today that Stockton Schultz, a financial advisor based in the firm’s Phoenix office, has been named to the Financial Planning Top 40 Brokers Under 40 list for 2024. In addition, Stockton has also earned the Athletes and Entertainers Consultant (“AEC”) designation at UBS.“Stockton is driven, smart, and a leader of one of the most successful advisor teams in Arizona, which has been growing through referrals and by providing financial guidance to high-net-worth families,” says Shawn Bernhard, UBS Market Director for Arizona. “We’re incredibly proud to see Stockton recognized for his dedication to clients and deep commitment to providing exceptional advice and guidance to athlete and entertainer clients to help them achieve their goals on and off the field.”Drawing on over 15 years of wealth management experience, Stockton Schultz, who was recently promoted to Managing Director at UBS, advises clients through complex market
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UBS
Earnings
- 5/7/24 - Beat
UBS
Sec Filings
- 5/13/24 - Form 6-K
- 5/13/24 - Form 6-K
- 5/13/24 - Form 13F-HR
- UBS's page on the SEC website