Seven UBS advisor teams in Arizona named to the Forbes Best-in-State Wealth Management Teams 2024 list
06 Février 2024 - 4:00PM
Business Wire
UBS Wealth Management USA announced today that seven of the
firm’s financial advisor teams in Arizona have been named to the
Forbes Best-In-State Wealth Management Teams list for 2024. Four of
the teams are based in Phoenix, two are in Tucson, and one is in
Scottsdale.
“Our advisor teams develop comprehensive financial plans and
tailored financial solutions to meet clients’ individual needs and
goals, leading to strong, lasting relationships,” said Shawn
Bernhard, Arizona Market Director at UBS Wealth Management USA. “We
are proud that our advisor teams here in Arizona, as well as many
others across the US, have received this prestigious industry
recognition.”
The UBS wealth management teams named to the list in Arizona
are:
Phoenix
The Schultz Group, ranked #1 in the state, includes Financial
Advisors Steven Schultz, Stockton Schultz, and Justin Low. A
multi-generational team, The Schultz Group is committed to this
generation and the next as they specialize in working with families
for retirement planning, sustainable investing, and legacy
planning.
The Biltmore Financial Group, ranked #12, up three places from
last year, includes Financial Advisors Scott Murray, Michael Bell,
Ty Tibshraeny, Arnold Alpert, T. Ryan Moore, and Geoff Moore.
Together, they take a team-based approach, focusing on personalized
service to provide goal-based planning and investment management
for multi-generational families.
Mountain View Wealth Management, ranked #30, includes Financial
Advisors Anthony Bebbington and Dipen Patel, who have a long list
of recognitions for the individualized work they do with
clients.
The Choy Group, ranked #49, is led by Financial Advisor Peter
Choy. The team concentrates on developing long-term relationships
through a commitment to quality client service to become their
clients’ primary source of financial advice.
Tucson
M&A Wealth Management, #47, includes Financial Advisors
Jonathan Mitchell and Nicolas Abdy, who partner with their clients
to help them grow, preserve and pass on their wealth.
Rottenstein Wealth Management and Consulting, #66 in the state,
is a father-son team led by Financial Advisors Myron Rottenstein
and Aaron Rottenstein. Aaron and Myron are UBS Institutional
Consultants, empowering them to work as fiduciaries with some of
UBS's largest and most sophisticated clients.
Scottsdale
Pope and Watson Wealth Management, #71, includes Financial
Advisors Jennifer Pope and Scott Watson. In addition to their
recognition as a team, Jennifer and Scott have also individually
been recognized for their dedication to clients. Jennifer has been
recognized twice to the Forbes Top Women Wealth Advisors list
(2020, 2023) and Scott has been named to the Forbes Top Next-Gen
Advisors list (2019).
Additionally, two Arizona-based advisors who work with teams in
other states have also been named to the Forbes list. Ethos Wealth
Advisors, which includes Phoenix-based advisor Jeoffrey Wasson, was
ranked the #4 team in Nevada. West Coast Wealth Management, which
includes Scottsdale-based advisor Owen Sweeney, was ranked #30 in
Washington state.
The second annual Forbes/SHOOK Best-In-State Wealth Management
Teams list features more than 4,100 teams with cumulative assets of
$5.1 trillion. Forbes’ list was compiled by SHOOK Research, which
uses quantitative and qualitative data, including interviews, to
rank teams.
For the full list and further information, visit
www.forbes.com/lists/wealth-management-teams-best-in-state.
Notes to Editors: Photos available upon request
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 countries around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results. For press use only.
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Media Contact: Beth Walsh 858-254-2845
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https://www.ubs.com
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