Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research
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 four financial advisor teams in the firm’s Southeast region have been ranked #1 in their respective cities on the Forbes Best-in-State Wealth Management Teams list of 2026.The Southeast Region is led by Regional Director Julie Fox.“These advisors are some of the best in the business. On behalf of myself and the UBS leadership team, we congratulate each of them on this impressive industry acknowledgement,” Fox said. “We look forward to continuing to support our advisors and helping them leverage our state-of-the-art wealth management platform to better serve clients.”The advisor teams ranked #1 are:The Murray Group (Hunt Valley, MD): Jason Lowy, Nick Barbieri, Brian Doak, Palmer Murray, Michele LippincottOakRing Wealth Partners (Birmingham, AL): David Saltzman, Kevin Haynes, Kevin Townsend King, Lee Friedman, Daniel DeanCapitol Wealth Management (Jackson, MS): Will Mosby, Harmon Bays, Russell Morrison, Rush MosbyThe Andover Gr
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UBS
Earnings
- 10/30/25 - Beat
UBS
Sec Filings
- 1/29/26 - Form 13F-HR
- 1/12/26 - Form 6-K
- 11/13/25 - Form 13F-HR
- UBS's page on the SEC website