NAPLES,
Fla., April 11, 2024 /PRNewswire/ -- UBS
Private Wealth Management announced today that Jason E. Stephens, CFP®, Private
Wealth Advisor and Managing Director, The Stephens Group, in
Naples, Florida, has been named to
the Barron's Top 1200 Financial Advisors list for 2024. Jason ranks
No. 25 in the state of Florida.
"We're proud to see Jason again recognized among the industry's
most talented financial services professionals, and we congratulate
him on this terrific achievement," said Gregory Kadet, Managing Director, Florida Market, UBS Wealth Management
USA. "Jason's knowledge, skill,
and commitment to excellence are the basis for his consistent
recognition, and he continues to be a valuable member of our team
in helping individuals, families, and businesses throughout Florida
achieve their financial goals."
Stephens founded The Stephens Group in 1999 and has been
providing customized, comprehensive solutions to clients across
Florida that address a full spectrum of wealth management needs,
including liability management, trust and estate planning, tax
management, and philanthropic strategies.
"We are proud that Jason has been named, for the 11th year in a
row, to this esteemed list, and we deeply value his team's record
of excellence in serving clients in one of the wealthiest areas of
the state," said Brad Smithy, Florida
Market Executive, UBS Wealth Management USA.
This recent recognition continues a lengthy list of industry
accolades. In addition to being named to the Barron's Top 1200
Financial Advisors list for 11 consecutive years, Stephens has been
included on the Forbes Best-In-State Wealth Advisors list for
six consecutive years (2019-2024), and the Forbes America's Top
Wealth Advisors list for the past seven years (2018-2024).
The 2024 Barron's Top 1200 Financial Advisors list is based on
data provided by around 6,000 of the nation's most productive
advisors. Barron's ranks the list of advisors by state based on a
number of factors, including assets under management, revenue
produced for the firm, regulatory record, quality of practice, and
philanthropic work.
For the full Barron's Top 1200 Financial Advisors list, please
visit https://www.barrons.com/report/top-financial-advisors.
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It
also provides diversified asset management solutions and focused
investment banking capabilities. With the acquisition of Credit
Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS
helps clients achieve their financial goals through personalized
advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in
more than 50 markets around the globe. UBS Group shares are listed
on the SIX Swiss Exchange and the New York Stock Exchange
(NYSE).
Media Contact:
Joseph
Priest
joseph@schifinolee.com
914-261-9917
https://www.ubs.com
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UBS Financial Services Inc. or its employees pay a fee in exchange
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SOURCE UBS