Five UBS advisor teams in the Southeast Region named to the Forbes America’s Top Wealth Management Teams 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
PHILADELPHIA--(BUSINESS WIRE)--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 Gunderson, Nina GundersonThe Capital ESOP Group (Washington, D.C.): Keith Apton, Nick Francia, Joanne Ferland, Sarah Bothner, Kaveh GilanshahThe financial advisor teams named to the 2025 Forbes America’s Top Wealth Management Teams High Net Worth list are:The Murray Group (Hunt Valley, MD): Jason Lowy, Nick Barbieri, Brian Doak, Palmer Murray, Michele LippincottTrillium Partners (Atlanta, GA): Harris Gignilliat, Laura Wellon, Langley RespessOakRing Wealth Partners (Birmingham, AL): David Saltzman, Kevin Haynes, Kevin Townsend King, Lee Friedman, Daniel Dean“These advisors are some of the best in the business and we are
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