Seven UBS advisor teams in Arizona named to the Forbes Best-in-State Wealth Management Teams 2024 list
UBS Wealth Management USA announced today that seven of the firm’s financial advisor teams in Arizona have been named to the Forbes Best-In-State Wealth Management Teams list for 2024.
- UBS Wealth Management USA announced today that seven of the firm’s financial advisor teams in Arizona have been named to the Forbes Best-In-State Wealth Management Teams list for 2024.
- “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 UBS wealth management teams named to the list in Arizona are:
The Schultz Group , ranked #1 in the state, includes Financial Advisors Steven Schultz, Stockton Schultz, and Justin Low. - Jennifer has been recognized twice to the Forbes Top Women Wealth Advisors list (2020, 2023) and Scott has been named to the Forbes Top Next-Gen Advisors list (2019).
- The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion.