UBS's Jason Stephens Named to Forbes/SHOOK List of Best-in-State Wealth Advisors

Jason E. Stephens, CFP ®, Managing Director and co-founder of The
Stephens Group at UBS Private Wealth Management, has been named #4 in
South Florida on the 2019 Forbes/SHOOK Best-in-State Wealth Advisors
list.

This year's Forbes/SHOOK Best-In-State Wealth Advisors list spotlights
over 3,000 top advisors across the country who were nominated by their
firms—and then researched, interviewed and assigned a ranking within
their respective states. Each advisor, selected by SHOOK Research is
chosen based on an algorithm of qualitative and quantitative criteria
including in-person interviews, industry experience, compliance records
and assets under management.

Stephens is dedicated to serving the specialized needs of a limited
number of affluent investors to ensure the highest level of attention
and responsiveness. By working with a group of highly trained
consultants and specialists local to Southwest Florida and worldwide, he
delivers customized solutions that address the full spectrum of wealth
management needs. These needs extend beyond investment management to
include liability management, trust and estate planning, tax management
and philanthropic strategies. Stephens has earned the designation of
Private Wealth Advisor, a distinction leveed to less than 1% of UBS
advisors across the globe. He frequently speaks on topics such as tax
planning strategies, investing for income and other concerns for today’s
active retiree.

"My sole mission over the past 20 years is to help clients build the
architecture to support how they want their retirement life to look. We
look to help clients grow, preserve, and enjoy the money that they
worked so hard to build," said Stephens.

He gives back to the local community of Southwest Florida through many
charitable endeavors, including in his role as Vice President and
Trustee of Southwest Florida's Children, which has raised over $27
million for the Children of Southwest Florida since inception, 11 years
ago.

For the full list and further information visit: https://www.forbes.com/best-in-state-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.

© UBS 2019. All rights reserved. The key symbol and UBS are among the
registered and unregistered trademarks of UBS. Accolades are
independently determined and awarded by their respective publications.
Neither UBS Financial Services Inc. nor its employees pay a fee in
exchange for these ratings. Accolades can be based on a variety of
criteria, including length of service, compliance records, client
satisfaction, assets under management, revenue, type of clientele and
more. For more information on a particular rating, please visit ubs.com/us/en/designation-disclosures.

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