News

Congratulations to our record 168 Advisors named to the Barron’s Top 1,200*

New York WM Americas News

      

UBS Advisors have the experience to address the full range of clients’ needs across their financial lives.

We’re proud to build on our momentum for the number of Advisors honored by Barron’s and salute these outstanding individuals who represent some of the best in wealth management in America.

"This recognition is a testament to the excellence of our Advisors and their commitment to clients," said Bob Mulholland, Head of the Client Advisory Group, UBS Wealth Management Americas. "I congratulate them on their achievement and look forward to their continued success."

The UBS Financial Advisors named to the Barron’s Top 1,200:

Name

State

Website

Jerry Duncan

AL

http://www.ubs.com/team/stonegate/

Tony Smith

AL

http://www.ubs.com/team/stonegate/

Hardy Winburn V.

AR

http://www.ubs.com/team/winburn/

Anthony Bebbington

AZ

http://www.ubs.com/fa/anthonybebbington/

Michael Bell

AZ

 

Steven Schultz

AZ

http://www.ubs.com/team/schultzgroup/

Susan Bailey

AZ

http://www.ubs.com/fa/susanbailey/

Cameron Beck

CA

http://www.ubs.com/team/beckgroup/

Emily Van Hoorickx

CA

http://www.ubs.com/team/svig/

Richard Blosser

CA

http://www.ubs.com/team/blosser/

Drew Freides

CA

http://www.ubs.com/team/thefreideskanighergroup/

Michael Kanigher

CA

http://www.ubs.com/team/thefreideskanighergroup/

Steve Levine

CA

http://www.ubs.com/team/lw/

Michael Evans

CA

http://www.ubs.com/team/evansjasper/

David Jasper

CA

http://www.ubs.com/team/evansjasper/

Brian Sharpes

CA

http://www.ubs.com/team/goldengatewm/

Joseph Schirripa

CA

http://www.ubs.com/team/schirripagroup/

David James

CA

http://www.ubs.com/team/paragongroup/

Greg Fullmer

CA

http://www.ubs.com/team/fullmerhawkinsdyakon/

Daniel Rothenberg

CA

http://www.ubs.com/team/stephensrothenberg/

Roger Stephens

CA

http://www.ubs.com/team/stephensrothenberg/

Terry Nugent

CO

http://www.ubs.com/team/nugentgroup/

Lawrence Haertel

CT

http://www.ubs.com/team/greenwichwealth/

Phil Fiore

CT

http://www.ubs.com/team/fdg/

Thomas Lips

CT

http://www.ubs.com/team/lrp/

William Greco

CT

http://www.ubs.com/team/grecogroup/

Harrison "Cal" Buxton

CT

http://www.ubs.com/team/humphreygroup/

Teresa Jacobsen

CT

http://www.ubs.com/fa/terrijacobsen/

Thomas Mantione

CT

http://www.ubs.com/team/shantzmantione/

Peter Skaperdas

CT

 

Keith Apton

DC

http://www.ubs.com/team/capitalesopgroup

Sandra Cunningham

DC

http://www.ubs.com/team/capitolgroup/

Barry Haffner

DC

http://www.ubs.com/fa/barryhaffner/

Thomas Cleary

FL

http://www.ubs.com/fa/tomcleary/

Ghislain Gouraige

FL

http://www.ubs.com/team/gkr/

Jared Kaplan

FL

http://www.ubs.com/team/gkr/

Jason Stephens

FL

http://www.ubs.com/team/stephensgroup/

Kurt Sylvia

FL

http://www.ubs.com/team/palmbeach/

Hank Boyce

FL

 

Adam Fetterman

FL

http://www.ubs.com/team/fettermanandfetterman/

Sean Fetterman

FL

http://www.ubs.com/team/fettermanandfetterman/

Richard Marcatos

FL

http://www.ubs.com/fa/richardmarcatos/

Chris Garvin

FL

http://www.ubs.com/team/garvinfinancial/

James Mahoney

FL

 

J. Thomas Smith

FL

http://www.ubs.com/team/smith/

Michael Barron

FL

http://www.ubs.com/team/barrongroup/

Matt Kilgroe

FL

http://www.ubs.com/team/kfq/

Keith Mericka

GA

http://www.ubs.com/team/teg/

John Montgomery

GA

http://www.ubs.com/team/tmg/

Van Price

GA

http://www.ubs.com/team/ledoyenprice/

Justin Ryan

GA

http://www.ubs.com/team/theryangroup/

W. Earle Dodd III

GA

http://www.ubs.com/team/doddconsulting/

Harris Gignilliat

GA

http://www.ubs.com/team/wile/

Allen Wright

GA

http://www.ubs.com/team/wrightconsultinggroup/

Jodi Nozoe Chang

HI

http://www.ubs.com/fa/jodinozoe/

James C. Spooner

IA

http://www.ubs.com/team/alphawealthconsultinggroup/

Sandra Dalton

ID

http://www.ubs.com/team/dalton/

Louis Paster

IL

http://www.ubs.com/team/corporatecashmanagement/

Thomas Rice

IL

http://www.ubs.com/team/tomrice/

Paul Tashima

IL

http://www.ubs.com/team/corporatecashmanagement/

F. Michael Covey III

IL

http://www.ubs.com/team/coveykanewiktor/

Ajay Desai

IL

http://www.ubs.com/team/desaigroup/

Jay Maltby

IL

 

Mark Schwartz

IL

http://www.ubs.com/team/schwartz/

Mark Wiktor

IL

http://www.ubs.com/team/coveykanewiktor/

Ted Davis

IL

http://www.ubs.com/team/daviswmg/

Tom Freeman

KS

http://www.ubs.com/team/thefreemangroup/

Edmund Nasief Jr.

KY

http://www.ubs.com/team/nasiefmeyer/

Mark Switow

KY

http://www.ubs.com/team/markswitow/

Rob Bickham

LA

http://www.ubs.com/team/bickhamtabbgroup/

Brian Mulvey

MA

 

William Sullivan

MA

http://www.ubs.com/team/sullivanboston/

Jonathan Murray

MD

http://www.ubs.com/team/themurraygroup/

Robert C. Allen

ME

http://www.ubs.com/fa/boballen/

Benjamin H. Clark

ME

http://www.ubs.com/team/baysidewealthmanagement/

David Boor

MI

http://www.ubs.com/team/theblsgroup/

Edward Sui

MI

http://www.ubs.com/team/sui/

Jon Vigi

MI

 

Mark Rethlake

MN

http://www.ubs.com/fa/markwrethlake/

Robert Swiller

MN

http://www.ubs.com/team/swillerlederfine/

John Breon

MN

http://www.ubs.com/team/breon/

Louis Close

MN

http://www.ubs.com/team/majorclosegroup/

Charles Major

MN

http://www.ubs.com/team/majorclosegroup/

Michael Jefferies

MO

http://www.ubs.com/team/owpg/

Steven Hughes

MO

http://www.ubs.com/team/hugheswolbach/

Bud King

MO

http://www.ubs.com/team/kwmgroup/

Bill Rush Mosby

MS

http://www.ubs.com/team/cwm/

William Royer

MT

http://www.ubs.com/team/montanawealthadvisors/

Todd Vralsted

MT

http://www.ubs.com/team/montanawealthadvisors/

Sam Rankin

NC

http://www.ubs.com/team/rankin/

Steve Eubanks

NC

http://www.ubs.com/team/eubankslappingroup/

Michael Lappin

NC

http://www.ubs.com/team/eubankslappingroup/

Dale Christenson

NE

http://www.ubs.com/team/cct/

Jonathan Beukelman

NE

http://www.ubs.com/team/bgroup/

Jason Dworak

NE

http://www.ubs.com/team/dworakmcewen/

Gary Tantleff

NJ

http://www.ubs.com/team/cuag/

John Rasweiler

NJ

http://www.ubs.com/team/rasweiler/

Rick Kirkinis

NJ

http://www.ubs.com/team/thesomersethillsgroup/

L. Marc Shegoski

NJ

http://www.ubs.com/team/pic/

Mark Fendrick

NJ

http://www.ubs.com/team/fendrickgroup/

Christine McGinley

NJ

http://www.ubs.com/team/gmgroup/

Mark Lichtenfeld

NJ

http://www.ubs.com/team/thesomersethillsgroup/

Daniel Schwartz

NJ

http://www.ubs.com/team/thealfagroup/

Joseph Matina

NJ

http://www.ubs.com/team/matinagroup/

C.B. "Pete" Edmonds

NM

http://www.ubs.com/team/highdesertgroup/

John Vazquez

NM

http://www.ubs.com/team/vazquez/

Michael Poppo

NY

 

Jacqueline Willens

NY

http://www.ubs.com/team/willensgroup/

Joseph Gabriele

NY

http://www.ubs.com/team/gwm/

Jason Katz

NY

http://www.ubs.com/team/katz/

Russell Rabito

NY

http://www.ubs.com/team/coral/

Louise Gunderson

NY

http://www.ubs.com/team/gundersonembree/

William Einstein

NY

http://www.ubs.com/team/theeinsteingroup/

Rich Abrams

NY

http://www.ubs.com/team/theabramsgroup/

Martin Halbfinger

NY

http://www.ubs.com/team/halbfingergroup/

Gregory A. Hersch

NY

http://www.ubs.com/fa/gregoryhersch/

Ron Vinder

NY

http://www.ubs.com/fa/ronvinder/

Frank J. Sabia

NY

http://www.ubs.com/team/sabiabickler/

Jeffrey Kobernick

NY

http://www.ubs.com/team/ksg/

Adam Rosenthal

NY

http://www.ubs.com/team/thewitovergroup/

Peter Rukeyser

NY

 

Robert J. Sechan II

NY

http://www.ubs.com/team/ksg/

Scott Stackman

NY

http://www.ubs.com/team/stackmancasriel/

Alexander Williams

NY

 

M. Kenneth Witover

NY

http://www.ubs.com/team/thewitovergroup/

Todd Perry

NY

http://www.ubs.com/team/perrygroup/

Frank J. Sabia

NY

http://www.ubs.com/team/sabiabickler/

William Grové

OH

http://www.ubs.com/team/grovegroup/

Timothy Cornell

OH

http://www.ubs.com/team/cnteam/

Tad Lawrence

OH

http://www.ubs.com/team/lawrenceburchenal/

Dan Torbeck

OH

http://www.ubs.com/team/ftb/

Charles Dankworth

OH

http://www.ubs.com/team/thedankworthgroup/

Craig Findley

OH

 

Kenneth Wise

OH

 

David Ellis

OH

http://www.ubs.com/team/ellisgroup/

Donald Jackson

OK

http://www.ubs.com/fa/donaldrjackson/

James Wrenn

OR

http://www.ubs.com/team/wrennfergusongroup/

James Beatty

OR

http://www.ubs.com/team/celilowm/

Robert Coussens

OR

http://www.ubs.com/team/vistagroup

David Eisen

PA

http://www.ubs.com/team/eisen-sessaicgroup/

Charles Sessa

PA

http://www.ubs.com/team/eisen-sessaicgroup/

James W. Rimmel

PA

http://www.ubs.com/team/rmps/

Lee Oleinick

PA

http://www.ubs.com/team/walnut/

Peter Strope

PA

http://www.ubs.com/team/stropefinancialgroup/

Robert DiColo

RI

http://www.ubs.com/team/dicolofaulkner/

Carolann Doherty Brown

RI

http://www.ubs.com/team/browngroup/

Bert Arrowood

SC

http://www.ubs.com/team/pabicg/

Kenneth Parham

SC

http://www.ubs.com/team/pabicg/

Stanton Jacobs

TN

 

Anne (Mimi) Wallace

TN

http://www.ubs.com/team/wallacegroup/

Rob Bertino

TX

http://www.ubs.com/team/bicg/

Douglas John

TX

http://www.ubs.com/team/douglasjohn/

Donald Peterson

TX

 

Mark Elias

TX

http://www.ubs.com/team/ce/

Leeds Eustis

TX

 

Mark Moore

TX

http://www.ubs.com/fa/markmoore/

Scott Vehslage

TX

http://www.ubs.com/team/mvg/

Ira Kravitz

TX

http://www.ubs.com/team/kravitzgroup/

Bobby Fisher

TX

http://www.ubs.com/team/fkh/

Gregory Klenke

TX

http://www.ubs.com/team/fkh/

Elizabeth Lockwood

TX

http://www.ubs.com/team/yls/

Barry Young

TX

http://www.ubs.com/team/yls/

Glen Mintz

UT

http://www.ubs.com/team/mogul/

Greg Golding

UT

http://www.ubs.com/team/mogul/

Timothy O'Brien

VT

http://www.ubs.com/team/obriengretkowski/

Donald W. Tynion II

VT

http://www.ubs.com/team/davistynion/

Michael Matthews

WA

http://www.ubs.com/fa/mmatthews/

Terry Cook

WA

http://www.ubs.com/team/cascade/

Andrew Burish

WI

http://www.ubs.com/team/burishgroup/

*Barron’s ‘Top 1,200 Advisors: State-by-State,’ as identified by Barron’s magazine (2/23/2015), using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.