Two UBS advisors in the Northeast Private Wealth Market named to the Forbes/SHOOK Top Women Wealth Advisors list
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
PHILADELPHIA--(BUSINESS WIRE)--UBS Private Wealth Management today announced that two Private Wealth Advisors in the firm’s Northeast Private Wealth Management market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021. The advisors are Andrea Bevis and Teresa Jacobsen."It's great to see the accomplishments of our female financial advisors recognized both inside and outside of the office," said Julie Fox, Northeast Market Head at UBS Private Wealth Management. “Andrea and Teresa are dedicated to providing clients and their families with the highest level of financial advice to help them achieve their goals."Andrea joined UBS Private Wealth Management in 2015. Since 2003, she has helped affluent families and entrepreneurs succeed financially by providing tailored advice, strategies, planning, and investment solutions. Andrea earned her B.S. in Finance and dual M.B.A./M.S.F. from Boston College's Carroll School of Management. In the past, she has bee
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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