13 UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list
15 Avril 2024 - 3:00PM
Business Wire
UBS today announced that 13 advisors in the firm’s Philadelphia
D.C. wealth management market have been named to the Barron’s Top
1200 Financial Advisors list for 2024.
“We are extremely proud to see so many of our talented advisors
receive national recognition for their commitment to providing
world class financial services to clients,” said Julie Fox, Market
Executive at UBS Private Wealth Management. “These advisors are
some of the best in the business and we congratulate each of them
on this notable industry achievement.”
The advisors in the Philadelphia D.C. market named to the list
are:
Charlotte, N.C.: Mitchell Wickham Greg Cash
Mitchell Wickham and Greg Cash of Wickham Cash Partners ranked
No. 1 and No. 2, respectively, in North Carolina.
Philadelphia: Bradford Bernstein Michael
Greenly
Washington, D.C.: Robert Allred Keith
Apton William Finnerty Nick Francia Barry
Haffner Jared Hendler Gregory Marcus Grantham
Myers Rod von Lipsey
The 2024 Barron’s Top 1200 Financial Advisors list is compiled
based on a variety of criteria including revenue produced for their
firm, assets under management, quality of practice, and regulatory
record, among other factors.
For the full list and further information, visit:
https://www.barrons.com/advisor/report/top-financial-advisors.
Notes to Editors
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).
https://www.ubs.com
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Past
performance is not an indication of future results. For press
use only.
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