News
Congratulations to our record 168 Advisors named to the Barron’s Top 1,200*
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 |
|
Tony Smith |
AL |
|
Hardy Winburn V. |
AR |
|
Anthony Bebbington |
AZ |
|
Michael Bell |
AZ |
|
Steven Schultz |
AZ |
|
Susan Bailey |
AZ |
|
Cameron Beck |
CA |
|
Emily Van Hoorickx |
CA |
|
Richard Blosser |
CA |
|
Drew Freides |
CA |
|
Michael Kanigher |
CA |
|
Steve Levine |
CA |
|
Michael Evans |
CA |
|
David Jasper |
CA |
|
Brian Sharpes |
CA |
|
Joseph Schirripa |
CA |
|
David James |
CA |
|
Greg Fullmer |
CA |
|
Daniel Rothenberg |
CA |
|
Roger Stephens |
CA |
|
Terry Nugent |
CO |
|
Lawrence Haertel |
CT |
|
Phil Fiore |
CT |
|
Thomas Lips |
CT |
|
William Greco |
CT |
|
Harrison "Cal" Buxton |
CT |
|
Teresa Jacobsen |
CT |
|
Thomas Mantione |
CT |
|
Peter Skaperdas |
CT |
|
Keith Apton |
DC |
|
Sandra Cunningham |
DC |
|
Barry Haffner |
DC |
|
Thomas Cleary |
FL |
|
Ghislain Gouraige |
FL |
|
Jared Kaplan |
FL |
|
Jason Stephens |
FL |
|
Kurt Sylvia |
FL |
|
Hank Boyce |
FL |
|
Adam Fetterman |
FL |
|
Sean Fetterman |
FL |
|
Richard Marcatos |
FL |
|
Chris Garvin |
FL |
|
James Mahoney |
FL |
|
J. Thomas Smith |
FL |
|
Michael Barron |
FL |
|
Matt Kilgroe |
FL |
|
Keith Mericka |
GA |
|
John Montgomery |
GA |
|
Van Price |
GA |
|
Justin Ryan |
GA |
|
W. Earle Dodd III |
GA |
|
Harris Gignilliat |
GA |
|
Allen Wright |
GA |
|
Jodi Nozoe Chang |
HI |
|
James C. Spooner |
IA |
|
Sandra Dalton |
ID |
|
Louis Paster |
IL |
|
Thomas Rice |
IL |
|
Paul Tashima |
IL |
|
F. Michael Covey III |
IL |
|
Ajay Desai |
IL |
|
Jay Maltby |
IL |
|
Mark Schwartz |
IL |
|
Mark Wiktor |
IL |
|
Ted Davis |
IL |
|
Tom Freeman |
KS |
|
Edmund Nasief Jr. |
KY |
|
Mark Switow |
KY |
|
Rob Bickham |
LA |
|
Brian Mulvey |
MA |
|
William Sullivan |
MA |
|
Jonathan Murray |
MD |
|
Robert C. Allen |
ME |
|
Benjamin H. Clark |
ME |
|
David Boor |
MI |
|
Edward Sui |
MI |
|
Jon Vigi |
MI |
|
Mark Rethlake |
MN |
|
Robert Swiller |
MN |
|
John Breon |
MN |
|
Louis Close |
MN |
|
Charles Major |
MN |
|
Michael Jefferies |
MO |
|
Steven Hughes |
MO |
|
Bud King |
MO |
|
Bill Rush Mosby |
MS |
|
William Royer |
MT |
|
Todd Vralsted |
MT |
|
Sam Rankin |
NC |
|
Steve Eubanks |
NC |
|
Michael Lappin |
NC |
|
Dale Christenson |
NE |
|
Jonathan Beukelman |
NE |
|
Jason Dworak |
NE |
|
Gary Tantleff |
NJ |
|
John Rasweiler |
NJ |
|
Rick Kirkinis |
NJ |
|
L. Marc Shegoski |
NJ |
|
Mark Fendrick |
NJ |
|
Christine McGinley |
NJ |
|
Mark Lichtenfeld |
NJ |
|
Daniel Schwartz |
NJ |
|
Joseph Matina |
NJ |
|
C.B. "Pete" Edmonds |
NM |
|
John Vazquez |
NM |
|
Michael Poppo |
NY |
|
Jacqueline Willens |
NY |
|
Joseph Gabriele |
NY |
|
Jason Katz |
NY |
|
Russell Rabito |
NY |
|
Louise Gunderson |
NY |
|
William Einstein |
NY |
|
Rich Abrams |
NY |
|
Martin Halbfinger |
NY |
|
Gregory A. Hersch |
NY |
|
Ron Vinder |
NY |
|
Frank J. Sabia |
NY |
|
Jeffrey Kobernick |
NY |
|
Adam Rosenthal |
NY |
|
Peter Rukeyser |
NY |
|
Robert J. Sechan II |
NY |
|
Scott Stackman |
NY |
|
Alexander Williams |
NY |
|
M. Kenneth Witover |
NY |
|
Todd Perry |
NY |
|
Frank J. Sabia |
NY |
|
William Grové |
OH |
|
Timothy Cornell |
OH |
|
Tad Lawrence |
OH |
|
Dan Torbeck |
OH |
|
Charles Dankworth |
OH |
|
Craig Findley |
OH |
|
Kenneth Wise |
OH |
|
David Ellis |
OH |
|
Donald Jackson |
OK |
|
James Wrenn |
OR |
|
James Beatty |
OR |
|
Robert Coussens |
OR |
|
David Eisen |
PA |
|
Charles Sessa |
PA |
|
James W. Rimmel |
PA |
|
Lee Oleinick |
PA |
|
Peter Strope |
PA |
|
Robert DiColo |
RI |
|
Carolann Doherty Brown |
RI |
|
Bert Arrowood |
SC |
|
Kenneth Parham |
SC |
|
Stanton Jacobs |
TN |
|
Anne (Mimi) Wallace |
TN |
|
Rob Bertino |
TX |
|
Douglas John |
TX |
|
Donald Peterson |
TX |
|
Mark Elias |
TX |
|
Leeds Eustis |
TX |
|
Mark Moore |
TX |
|
Scott Vehslage |
TX |
|
Ira Kravitz |
TX |
|
Bobby Fisher |
TX |
|
Gregory Klenke |
TX |
|
Elizabeth Lockwood |
TX |
|
Barry Young |
TX |
|
Glen Mintz |
UT |
|
Greg Golding |
UT |
|
Timothy O'Brien |
VT |
|
Donald W. Tynion II |
VT |
|
Michael Matthews |
WA |
|
Terry Cook |
WA |
|
Andrew Burish |
WI |
*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.