Two UBS Advisors in Boston, MA, Named to the Forbes/SHOOK Top 250 Wealth Advisors List
August 30 2021 - 9:30AM
Business Wire
UBS Wealth Management USA announced today that two Financial
Advisors in Boston, MA, Max Pecker and Sean Dillon, have been named
to the Forbes/SHOOK Research Top 250 Wealth Advisors list for
2021.
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Max Peckler and Sean Dillon. Source:
UBS.
“We are extremely proud that Max and Sean have been recognized
and included in this prestigious list," said James Ducey, Greater
New England Market Head at UBS Wealth Management USA. "They’ve both
achieved an incredible level of success as Financial Advisors
through their dedication, focus, and commitment to their
clients.”
Max Pecker became a Financial Advisor in 1995 and has been with
UBS since 2003. He has extensive experience in financial planning
for affluent individuals and families, and has earned the Private
Wealth Advisor designation, an accreditation held by less than 5%
of UBS Financial Advisors. Max has been named to many industry
accolades in recognition of his dedication to clients including, On
Wall Street's Top 40 Advisors Under 40 list, the Financial Times’
Top 400 Financial Advisors in America list, and the Forbes/SHOOK
Research Best-In-State Wealth Advisors list for the last three
years. He is a graduate of Tufts University, and supports a number
of charitable organizations including Welcome Home and the Special
Olympics.
Sean began his career at PaineWebber (now UBS) in 1983, and has
been at the firm ever since. He has been recognized for his 30 year
commitment to clients by Forbes/SHOOK Research as a Top 250 Wealth
Advisor for the past six years. Sean is a graduate of the College
of the Holy Cross and is passionate about education—he is active in
his college alumni association and his children’s former schools.
Sean sits on the boards of Wellesley Education Foundation and the
Autism Society of America, and is co-founder of the Grit and Grace
Foundation at Noble and Greenough School.
The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors
list recognizes the country's top financial advisors, who represent
the future of the wealth management industry.
For the full list and further information visit:
https://www.forbes.com/top-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).
https://www.ubs.com
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Service Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results.
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