12 of UBS Florida's top advisors have been named to the Forbes Best-In-State list for inheritance planning.

October 16, 2023 / PRNewswire/ - UBS Wealth Management USA

today announced that 12 Florida-based financial advisors from the firm have been named to the Forbes Top Next-Gen Wealth Advisors Best-In-State list for 2023.

"We are privileged to have these talented leaders serving our Florida market," said Brad Smithee, executive director of the Florida market, UBS Wealth Management USA. "Achieving this ranking in the third-largest state in the nation and one of the state's fastest growing economies is a tribute to their financial skills, personalized client services and continued commitment to excellence. "

List of UBS financial advisors listed in Florida, as well as their''location and ranking in the state, include:

• Aventura
• Boca Raton
• Bonita Springs
• Clearwater
• Delray Beach
• Fort Lauderdale
• Fort Myers
• Jacksonville
• Miami
• Palm Beach Gardens

"The Forbes Top Next-Gen Wealth Advisors Best-In-State list represents some of the best young leaders in wealth management today," said Gregory Cadet, managing director, Florida market, UBS Wealth Management USA. "We are proud to once again have so many of our talented financial advisors recognized by this prestigious list for their proven expertise and dedication in helping clients throughout Florida achieve their financial goals. "

"Our financial advisors are ''are the face of our client service and play a critical role in our business," said Robert Covino, managing director, Florida market, UBS Wealth Management USA. "Having 12 advisors earn this seal of excellence is further validation of our value proposition and leadership in wealth management. "

The 2023 Forbes / SHOOK Best-in-State Tp Nex-Gen Wealth Advisors list consists of more than 1,400 advisors nationwide. Born in 1984 or later, they manage nearly $2.5 trillion in combined assets. The rankings, developed by SHOOK Research, are based on an algorithm of qualitative and quantitative metrics, including telephone and in-person interviews, compliance, and revenue generated for their firms. The full list and additional information is available''at https://www.forbes.com/lists/best-in-state-next-gen-advisors/.

Note to editors

O UBS

UBS gathers a global ecosystem for investing where people and ideas connect and create opportunities, provides financial advice and solutions to high net worth, institutional and corporate clients worldwide as well as private clients in Switzerland. UBS offers investment solutions, products and influential education, is the world's leading global wealth manager and provides large-scale and diversified asset management, focuses on investment banking capabilities and provides personal and corporate banking services in Switzerland.'''The company focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have attractive long-term growth or profitability prospects.

Media contacts:

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