Eighteen UBS advisors in South Texas have been named to Forbes / SHOOK’s list of Top Asset Advisors

HOUSTON, March 8, 2021 / PRNewswire / – UBS Wealth Management United States announced today that 18 financial advisors in the company’s South Texas Market have been named to Forbes / SHOOK Research’s Top Asset Advisors list for 2021.

“It is always a proud moment when our consultants are publicly recognized for the excellent work they do for clients every day,” he said Craig Vandegrift, Market Manager for South Texas at UBS Wealth Management United States. “This is a remarkable achievement and we congratulate you on this well-deserved recognition.”

UBS advisors added to the list South texas are:

This year’s Forbes / SHOOK Research list of best-in-state wealth advisors includes over 5,000 advisors across the country who are more than managing $ 6 trillion in customer assets. Each consultant is selected based on an algorithm of qualitative and quantitative measures, including telephone and face-to-face interviews, compliance records and revenue generated for their companies.

The full list and more information can be found at: https://www.forbes.com/best-in-state-wealth-advisors.

About UBS Global Wealth Management
As the world’s largest wealth manager, UBS Global Wealth Management offers wealthy families and individuals around the world comprehensive advice, solutions and services. Clients working with UBS benefit from a fully integrated suite of wealth management functions and skills, including wealth planning, investment management, capital markets, banking, lending, and institutional and corporate financial advice.

About UBS
UBS provides high net worth, institutional and corporate clients worldwide as well as private clients in financial advice and solutions Switzerland. UBS’s strategy is focused on our leading global wealth management business and our leading universal bank in Switzerland, expanded by Asset Management and the Investment Bank. The bank focuses on companies that have a strong competitive position in their target markets, are capital efficient and have attractive long-term structural growth or profitability prospects.

UBS is represented in all major financial centers around the world. The company has branches in more than 50 regions and locations. About 30% of the employees work in America, 31% in America Switzerland19% in the rest of Europe, the middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people worldwide. The shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media contact:
Kaitlin Ross
Pierpont Communications


© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

SOURCE UBS Global Wealth Management

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