News
Bravo! 154 FAs named to Barron's list*
Americas Top 1,200 Financial Advisors were announced on Saturday, March 5. 154 UBS FAs were named, comprising 13% of the list.
"I would like to extend my congratulations and join in the recognition of the Financial Advisors honored by Barron's," said Brian Hull, Head of WMA Client Advisory Group. "These individuals show an outstanding commitment to their clients and represent the best of our industry. We are very proud of their accomplishments."
A special congratulations to the five UBS Advisors who ranked first in their respective states in the Top 1,200 state-by-state ranking and had an individual profile featured in Barron's:
- Hardy Winburn (Arkansas)
- Sandra Dalton (Idaho)
- Michael Jefferies (Missouri)
- Gary Tantleff (New Jersey)
- Andrew Burish (Wisconsin)
See the 154 UBS Financial Advisors that made the Top 1,200 Financial Advisors list:
Financial Advisor |
City |
State |
Website |
Jerry Duncan |
Vestavia Hills |
AL |
|
Tony Smith |
Vestavia Hills |
AL |
|
Hardy Winburn V |
Little Rock |
AR |
|
Michael Bell |
Phoenix |
AZ |
|
Steven Schultz |
Phoenix |
AZ |
|
Richard Whalen |
Phoenix |
AZ |
|
Cameron Beck |
Sacramento |
CA |
|
Emily Van Hoorickx |
San Jose |
CA |
|
Mark Binder |
Los Angeles |
CA |
|
Craig Chiate |
Los Angeles |
CA |
|
Chris Clifford |
San Francisco |
CA |
|
Michael Evans |
San Francisco |
CA |
|
Drew Freides |
Los Angeles |
CA |
|
David Jasper |
San Francisco |
CA |
|
Michael Kanigher |
Los Angeles |
CA |
|
Steve Levine |
Los Angeles |
CA |
|
David James |
Los Angeles |
CA |
|
Daniel Rothenberg |
Los Angeles |
CA |
|
Joseph Schirripa |
Beverly Hills |
CA |
|
Roger Stephens |
Los Angeles |
CA |
|
Terry Nugent |
Denver |
CO |
|
Lawrence Haertel |
Greenwich |
CT |
|
William Greco |
Hartford |
CT |
|
Thomas Lips |
Hartford |
CT |
|
Teresa A. Jacobsen |
Stamford |
CT |
|
Keith Apton |
Washington |
DC |
|
Barry Haffner |
Washington |
DC |
|
Ghislain Gouraige |
Coral Gables |
FL |
|
Jared Kaplan |
Coral Gables |
FL |
|
Jason Stephens |
Naples |
FL |
|
Kurt Sylvia |
Palm Beach |
FL |
|
Michael Barron |
Palm Beach |
FL |
|
Thomas Cleary |
Orlando |
FL |
|
Adam Fetterman |
Boca Raton |
FL |
|
Sean Fetterman |
Boca Raton |
FL |
|
Chris Garvin |
Fort Lauderdale |
FL |
|
Matt Kilgroe |
St Petersburg |
FL |
|
James Mahoney |
Palm Beach |
FL |
N/A |
Thomas Smith |
Palm Beach Gardens |
FL |
|
Keith Mericka |
Atlanta |
GA |
N/A |
John Montgomery |
Atlanta |
GA |
|
Van Price |
Atlanta |
GA |
|
Justin Ryan |
Atlanta |
GA |
|
W. Earle Dodd Iii |
Atlanta |
GA |
|
Bill Pahl |
Atlanta |
GA |
|
Langley Respess |
Atlanta |
GA |
|
Allen Wright |
Atlanta |
GA |
|
Sandra Dalton |
Boise |
ID |
|
Ted Davis |
Oakbrook Terrace |
IL |
|
Louis Paster |
Chicago |
IL |
|
Paul Tashima |
Chicago |
IL |
|
F. Michael Covey Iii |
Chicago |
IL |
|
Ajay Desai |
Chicago |
IL |
|
Jay Maltby |
Chicago |
IL |
|
Mark Wiktor |
Chicago |
IL |
|
Tom Freeman |
Leawood |
KS |
|
Edmund Nasief Jr. |
Louisville |
KY |
|
Mark Switow |
Louisville |
KY |
|
Rob Bickham |
New Orleans |
LA |
|
Rick Frayard |
New Orleans |
LA |
|
William Sullivan |
Boston |
MA |
|
Jonathan Murray |
Hunt Valley |
MD |
|
Robert C Allen |
Bangor |
ME |
|
David Boor |
Farmington Hills |
MI |
|
Jon Vigi |
Birmingham |
MI |
|
Louis Close |
Minneapolis |
MN |
|
Judy Fredrickson |
Minneapolis |
MN |
|
Charles Major |
Minneapolis |
MN |
|
Michael Jefferies |
Kansas City |
MO |
|
Bud King |
St. Louis |
MO |
|
Hunter Wolbach |
Kansas City |
MO |
|
Bill Rush Mosby |
Jackson |
MS |
|
William Royer |
Billings |
MT |
|
Todd Vralsted |
Billings |
MT |
|
Steve Eubanks |
Raleigh |
NC |
|
Michael Lappin |
Raleigh |
NC |
|
Sam Rankin |
Charlotte |
NC |
|
Jonathan Beukelman |
Lincoln |
NE |
|
Jason Dworak |
Lincoln |
NE |
|
Rick Kirkinis |
Florham Park |
NJ |
|
John Rasweiler |
Florham Park |
NJ |
|
L. Marc Shegoski |
Princeton |
NJ |
|
Gary Tantleff |
Warren |
NJ |
|
Mark Fendrick |
MT. Laurel |
NJ |
|
Christine Mcginley |
MT. Laurel |
NJ |
|
Mark Lichtenfeld |
Florham Park |
NJ |
|
Joseph Matina |
Short Hills |
NJ |
|
Andrew Perry |
Short Hills |
NJ |
|
Todd Perry |
Short Hills |
NJ |
|
Daniel Schwartz |
Paramus |
NJ |
|
Eric Schwartz |
Florham Park |
NJ |
|
C.B. "Pete" Edmonds |
Albuquerque |
NM |
|
John Vazquez |
Santa Fe |
NM |
|
Rich Abrams |
New York |
NY |
|
Douglas Braff |
New York |
NY |
|
William Einstein |
New York |
NY |
|
Joseph Gabriele |
New York |
NY |
|
Louise Gunderson |
New York |
NY |
|
Martin Halbfinger |
New York |
NY |
|
Jason Katz |
New York |
NY |
|
Daniel Kilmurray |
New York |
NY |
|
Michael Poppo |
New York |
NY |
N/A |
Russell Rabito |
New York |
NY |
|
Anthony Rundella |
New York |
NY |
|
Frank J. Sabia |
White Plains |
NY |
|
Ron Vinder |
New York |
NY |
|
Jacqueline Willens |
New York |
NY |
N/A |
Jeffrey Kobernick |
New York |
NY |
|
Adam Rosenthal |
New York |
NY |
|
Peter Rukeyser |
New York |
NY |
|
Robert J. Sechan Ii |
New York |
NY |
|
Scott Stackman |
New York |
NY |
|
Alexander Williams |
New York |
NY |
|
M. Kenneth Witover |
New York |
NY |
|
Charles Dankworth |
New Albany |
OH |
|
Craig Findley |
Sylvania |
OH |
N/A |
Tad Lawrence |
Cincinnati |
OH |
|
Kenneth Wise |
Sylvania |
OH |
N/A |
David Ellis |
Cincinnati |
OH |
|
Donald Jackson |
Tulsa |
OK |
|
Chris Meyers |
Oklahoma City |
OK |
|
James Beatty |
Portland |
OR |
|
Robert Coussens |
Portland |
OR |
|
James Wrenn |
Lake Oswego |
OR |
|
David Eisen |
Philadelphia |
PA |
|
Charles Sessa |
Philadelphia |
PA |
|
Lee Oleinick |
Pittsburgh |
PA |
|
James W. Rimmel |
Pittsburgh |
PA |
|
Peter Strope |
Canonsburg |
PA |
|
Robert Dicolo |
Providence |
RI |
|
Carolann Doherty Brown |
Providence |
RI |
|
James Hilton |
Providence |
RI |
|
W Clark Gallivan |
Greenville |
SC |
|
Kenneth Parham |
Greenville |
SC |
|
Stanton Jacobs |
Knoxville |
TN |
|
Anne ( Mimi ) Wallace |
Nashville |
TN |
|
Rob Bertino |
Dallas |
TX |
|
Mark Elias |
Houston |
TX |
|
Kyle Gauthreaux |
Austin |
TX |
|
Douglas John |
Dallas |
TX |
N/A |
Donald Peterson |
Dallas |
TX |
|
Bobby Fisher |
Houston |
TX |
|
Mark Kever |
Plano |
TX |
|
Gregory Klenke |
Houston |
TX |
|
Ira Kravitz |
Plano |
TX |
|
Elizabeth Lockwood |
Houston |
TX |
|
Mark Moore |
Austin |
TX |
|
Barry Young |
Houston |
TX |
|
Glen Mintz |
Park City |
UT |
|
Timothy O'Brien |
So. Burlington |
VT |
|
Donald W. Tynion Ii |
So. Burlington |
VT |
|
Michael Matthews |
Bellevue |
WA |
|
Terry Cook |
Bellevue |
WA |
|
Andrew Burish |
Madison |
WI |
About the list
* This annual Barron's Top Advisor list is based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these rankings. Past performance is no guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.