UBS Wealth Management USA announced today that 32 Financial Advisors in the firm’s Greater New England Market have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021. This year’s list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including, phone and in-person interviews, compliance records, and revenue generated for their firms.
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“I’m proud to see so many UBS advisors named to this year’s list,” said James Ducey, Greater New England Market Head at UBS Wealth Management USA. “It’s been a challenging year where we’ve been forced to adapt to new and different ways of connecting to clients and it’s rewarding to see their dedication recognized.”
UBS advisors in Greater New England named to 2021’s list are:
For the full list and more visit: https://www.forbes.com/best-in-state-wealth-advisors/#120fc5b4291d.
Notes to Editors
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