Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List
March 10 2023 - 11:05AM
Business Wire
UBS Wealth Management USA announced today that five of the
firm’s financial advisor teams in Arizona have been named to the
Forbes Best-In-State Wealth Management Teams list for 2023. Three
of the five teams are based in Phoenix, and two are in Tucson.
"Our advisor teams develop lasting relationships with clients by
listening to and understanding their priorities and concerns, and
then working to develop comprehensive financial plans that support
their individual needs and goals,” said Shawn Bernhard, Arizona
Market Director at UBS Wealth Management USA. “We are proud that
our advisor teams here in Arizona, as well as many others across
the US, have received this prestigious industry recognition."
The advisor teams in the UBS Phoenix office named to the list
are:
The Schultz Group, ranked at #2 in the state, includes Steven
Schultz, Stockton Schultz, Justin Low, Nathan G. Laidig, and Joseph
F. Varga. A multi-generational team, The Schultz Group is committed
to this generation and the next as they specialize in working with
families for retirement planning, sustainable investing, and legacy
planning.
The Biltmore Financial Group, listed at #15, is comprised of
Michael Bell, T. Ryan Moore, and Geoff Moore. They take a team
approach, focused on personalized service to provide goal-based
planning and investment management for multi-generational
families.
The Choy Group, #38, includes brothers Peter and Michael Choy.
The Choy Group concentrates on developing long-term relationships
through a commitment to quality client service to become their
clients’ primary source of financial advice.
The advisor teams in the UBS Tucson office named to the list
are:
Rottenstein Wealth Management and Consulting, #39 in the state,
is composed of Myron Rottenstein and Aaron Rottenstein, a
father-son team. Of the more than 6,000 UBS advisors in the United
States, Aaron and Myron are among the select few who have been
admitted into the UBS Institutional Consulting Group, empowering
them both to work with some of UBS's largest and most sophisticated
clients as fiduciaries.
Mitchell/Abdy Team, #44, is made up of Jonathan Mitchell and
Nicolas Abdy, who partner with their clients to help them grow,
preserve and pass on their wealth.
In addition, Ethos Wealth Advisors, which includes Phoenix-based
advisor Jeoffrey Wasson, was ranked the top team in Nevada. West
Coast Wealth Management, which includes Scottsdale-based advisor
Owen Sweeney, was ranked #23 in Washington.
The 2023 Forbes Best-In-State Wealth Management Teams list is
comprised of more than 2,800 teams across the country who
collectively manage approximately $4 trillion in client assets. The
ranking, developed by SHOOK Research, is based on in-person,
virtual and telephone due diligence meetings and a ranking
algorithm that includes: a measure of best practices, client
retention, industry experience, review of compliance records, firm
nominations; and quantitative criteria, including assets under
management and revenue generated for their firms.
For the full list and further information, visit:
https://www.forbes.com/lists/wealth-management-teams-best-in-state/
Notes to Editors
About UBS UBS convenes the global ecosystem for
investing, where people and ideas are connected and opportunities
brought to life, and provides financial advice and solutions to
wealthy, institutional and corporate clients worldwide, as well as
to private clients in Switzerland. UBS offers investment solutions,
products and impactful thought leadership, is the leading global
wealth manager, provides large-scale and diversified asset
management, focused investment banking capabilities, and personal
and corporate banking services in Switzerland. The firm focuses on
businesses that have a strong competitive position in their target
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, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people worldwide.
Its shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2023. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services 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. For press use only.
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