TAMPA, Florida., April 7, 2021 / PRNewswire / – UBS Private Wealth Management announced today that three private wealth consultants in the Greater Florida market have been named among Barron’s Top 1200 Financial Advisors for 2021.
“We are delighted that these exemplary consultants are once again recognized for their longstanding commitment to serving ultra-high-income individuals and organizations throughout Florida, “said Lane strumlauf, Head of the South-East Market at UBS Private Wealth Management.
“This award once again recognizes their outstanding achievement, commitment and dedication to customers,” said Grigory Kadet, Head of Greater Florida Market at UBS Wealth Management USA…
Christopher AitkenCIMA® has been named one of Barron’s Top 100 Financial Advisors, Top 1000 Financial Advisors, and Top 1200 Financial Advisors annually from 2006 to 2020. Chris is well versed in the complex financial needs of high net worth individuals and organizations, and is based in Ponte Buckets…
Manish Mehta, CFA®, CFP®, ranked among Barron’s Top 1200 Financial Advisors for five consecutive years. He specializes in multi-generational estate management and heritage planning. Orlando…
Jason Stevens, CFP®, ranked among Barron’s Top 1200 Financial Advisors for eight consecutive years. It provides its clients with comprehensive wealth management, legacy planning and philanthropy strategies. Naples…
With an average industry internship of 30 years, the top 1200 consultants this year and their teams typically serve 750 households, on average $ 14 million invest. Each of them controls approximately $ 3 billion in customer assets and have an average customer retention rate of 98.4%.
For a complete list and more information visit: https://www.barrons.com/report/top-financial-advisors…
Notes to editors:
About UBS Global Wealth Management
UBS Global Wealth Management is the world’s largest wealth manager providing comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients working 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.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients around the world, as well as private clients in Switzerland… UBS’s strategy focuses on our leading global asset management business and our leading universal bank in Switzerlandstrengthened by Asset Management and the Investment Bank. The Bank focuses on companies that have a strong competitive position in their target markets, are capital efficient and have attractive long-term prospects for structural growth or profitability.
UBS is present in every major financial center in the world. The company has offices in more than 50 regions and regions, about 30% of its employees work in the Americas, 31% in Switzerland, 19% in the rest Europethen Middle East and Africa and 20% in Asian-Pacific area… UBS Group AG employs over 68,000 people worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2021. All rights reserved. Key Symbol and UBS are registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. nor its employees pay any commission for these ratings. Past performance is not an indication of future performance.
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SOURCE UBS Wealth Management