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     166  0 Kommentare Two UBS Private Wealth Advisors Named to Forbes/SHOOK Best-In-State Wealth Advisors List - Seite 2

    Both John and Robert are members of UBS’s elite President’s Council, a group which consists of the firm’s top advisors.

    This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.

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    For the full list and further information visit: https://www.forbes.com/best-in-state-wealth-advisors.

    Notes to Editors

    About UBS Global Wealth Management

    As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

    About UBS

    UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

    UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

    UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

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    Two UBS Private Wealth Advisors Named to Forbes/SHOOK Best-In-State Wealth Advisors List - Seite 2 UBS Private Wealth Management announced today that John C. Castronuovo and Robert E. DeForest, Private Wealth Advisors in the firm’s West Palm Beach office, have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021. …

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