Twenty-two UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-in-State 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
SAN DIEGO & NEWPORT BEACH, Calif & IRVINE, Calif. & HONOLULU--(BUSINESS WIRE)--UBS Wealth Management USA announced today that 22 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 list for 2024. Of the advisor teams recognized, nine work from the firm’s Orange County offices, ten are based in San Diego County, and three are in Honolulu.“I’m very proud to see so many of our talented teams recognized for their dedication to meeting the needs of their clients,” says Justin Frame, Pacific Desert Market Head, UBS Wealth Management USA. “Our teams are fully committed to helping clients achieve their financial goals and life ambitions, by providing personalized, comprehensive wealth management services and best-in-class advice. Congratulations to our outstanding advisor teams for this prestigious industry recognition.”The teams, and where they rank in the state
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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