Tom Naratil

Five UBS Advisors in Greater New England Named to Forbes/SHOOK Top Women Wealth Advisors List

Retrieved on: 
Monday, April 5, 2021
Retail, Luxury, Professional services, Finance, Finance, Financial services, Money, Subprime mortgage crisis, UBS, Warburg family, Wealth management, Tom Naratil, UBS Global Wealth Management, UBS

UBS Wealth Management USA announced today that five Financial Advisors in the firms Greater New England Market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021.

Key Points: 
  • UBS Wealth Management USA announced today that five Financial Advisors in the firms Greater New England Market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021.
  • View the full release here: https://www.businesswire.com/news/home/20210405005032/en/
    We are extremely proud of these five women for representing UBS on this prestigious list," said Jim Ducey , Greater New England Market Head at UBS Wealth Management USA.
  • This year's Top Women Wealth Advisors list recognizes 1,000 women advisors across the US, who have been selected by SHOOK Research after undergoing extensive interviews covering areas such as client service, compliance and investing process.
  • 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.

Two UBS advisors in the Northeast Private Wealth Market named to the Forbes/SHOOK Top Women Wealth Advisors list

Retrieved on: 
Monday, March 29, 2021
Banking, Professional services, Finance, Finance, Financial services, Money, Investment banks, Subprime mortgage crisis, UBS, Warburg family, Wealth management, Wealth, Private banking, Tom Naratil

UBS Private Wealth Management today announced that two Private Wealth Advisors in the firms Northeast Private Wealth Management market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021.

Key Points: 
  • UBS Private Wealth Management today announced that two Private Wealth Advisors in the firms Northeast Private Wealth Management market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021.
  • "It's great to see the accomplishments of our female financial advisors recognized both inside and outside of the office," said Julie Fox, Northeast Market Head at UBS Private Wealth Management.
  • Andrea joined UBS Private Wealth Management in 2015.
  • 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.

Jin Hu Joins UBS as a Financial Advisor in New York City

Retrieved on: 
Wednesday, March 24, 2021
Banking, Professional services, Finance, Finance, Financial services, Money, Subprime mortgage crisis, UBS, Warburg family, Wealth management, Robert J. McCann, Tom Naratil

UBS Wealth Management USA announced today that Jin Hu has joined the firm as a Financial Advisor in the 1285 Avenue of the Americas branch office in New York City.

Key Points: 
  • UBS Wealth Management USA announced today that Jin Hu has joined the firm as a Financial Advisor in the 1285 Avenue of the Americas branch office in New York City.
  • Were delighted to welcome Jin to UBS, said John Decker, 1285 Avenue of the Americas Market Head at UBS Wealth Management USA.
  • Jin joins UBS with over 20 years of experience in the wealth management industry, most recently serving as a Senior Financial Advisor at Merrill Lynch Wealth Management.
  • UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland.

Dawson Wealth Management Group Joins UBS in San Diego

Retrieved on: 
Wednesday, March 3, 2021
Finance, Consulting, Banking, Professional services, Other Professional Services, Finance, Financial services, Money, Investment banks, Subprime mortgage crisis, UBS, Warburg family, Wealth management, Tom Naratil

UBS Wealth Management USA today announced that the Dawson Wealth Management Group joined the firm in San Diego, California.

Key Points: 
  • UBS Wealth Management USA today announced that the Dawson Wealth Management Group joined the firm in San Diego, California.
  • Were pleased to welcome the Dawson Wealth Management Group to UBS, said Scott Hollaender , Downtown San Diego Branch Manager at UBS Wealth Management USA.
  • Ed Dawson, CFP, CIMA has spent over 30 years in the financial services industry and joins UBS as a Managing Director.
  • As the worlds largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world.

UBS Advisor David Schachter Named to Forbes/SHOOK Best-in-State Wealth Advisors List

Retrieved on: 
Tuesday, March 2, 2021
Consulting, Professional services, Finance, Finance, Money, Financial services, Subprime mortgage crisis, UBS, Warburg family, Wealth management, Wealth, Tom Naratil, UBS Global Wealth Management, UBS

UBS Wealth Management USA announced today that David Schachter , a Financial Advisor in the firms West Los Angeles Market, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021.

Key Points: 
  • UBS Wealth Management USA announced today that David Schachter , a Financial Advisor in the firms West Los Angeles Market, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021.
  • We are extremely proud that David was recognized on this prestigious list, said Jaron Singletary, West Los Angeles Market Head at UBS Wealth Management USA.
  • This years Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets.
  • 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.

11 UBS Advisors in San Diego named to the Forbes/SHOOK Best-in-State Wealth Advisors list

Retrieved on: 
Monday, February 22, 2021
Finance, Consulting, Banking, Professional services, Other Professional Services, Finance, Money, Financial services, Investment management, Subprime mortgage crisis, UBS, Wealth management, Tom Naratil, Private banking

UBS Wealth Management USA announced today that nine Financial Advisors and two Private Wealth Advisors in the firms San Diego Market have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021.

Key Points: 
  • UBS Wealth Management USA announced today that nine Financial Advisors and two Private Wealth Advisors in the firms San Diego Market have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021.
  • These advisors are dedicated, hard-working and careful to offer insightful and objective advice to clients, utilizing the breadth and depth of the firms global resources, said Chris Marsh, San Diego Market Head at UBS Wealth Management USA.
  • This years Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets.
  • 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.

Louis Green Joins UBS as a Financial Advisor in New York

Retrieved on: 
Thursday, January 21, 2021
Banking, Professional services, Finance, Finance, Money, Financial services, Investment management, Stock market, Professional certification in finance, UBS, Wealth management, Chartered, Certified Financial Planner, Financial planner, Tom Naratil

UBS Wealth Management USA announced today that Louis Green has joined the firm as a Financial Advisor in the 1285 Avenue of the Americas branch office in New York.

Key Points: 
  • UBS Wealth Management USA announced today that Louis Green has joined the firm as a Financial Advisor in the 1285 Avenue of the Americas branch office in New York.
  • Louis has spent 23 years in the wealth management industry having most recently worked as a Senior Wealth Advisor at PNC Wealth Management and as an Investment Advisor at Deutsche Bank Private Wealth Management.
  • On behalf of UBS, we enthusiastically welcome Louis to the firm, said John Decker, 1285 Avenue of the Americas Market Head at UBS Wealth Management USA.
  • He has earned the Chartered Financial Analyst, Certified Financial Planner, Certified Private Wealth Advisor and the Chartered Alternative Analyst designations.

Sara Perez Barrett Named Branch Manager at UBS in Memphis

Retrieved on: 
Wednesday, December 9, 2020
Consulting, Banking, Professional services, Finance, Finance, Financial services, Money, Investment banks, Subprime mortgage crisis, UBS, Warburg family, Wealth management, UBS tax evasion controversies, Tom Naratil, UBS, UBS Global Wealth Management

UBS Wealth Management USA announced that Sara Perez Barrett has been appointed Branch Manager of the Memphis, Tennessee office.

Key Points: 
  • UBS Wealth Management USA announced that Sara Perez Barrett has been appointed Branch Manager of the Memphis, Tennessee office.
  • Were delighted that Sara has agreed to lead this important market for UBS, said Jerry Johnson, South Central Market Head at UBS Wealth Management USA.
  • She will to continue empower female investors in the Memphis community, building upon the strong foundation that UBS already has in place.
  • After 13 years in his role as Branch Manager of the Memphis office, Joe Heinz has decided to retire.

UBS Announces Call Settlement Amount for the Series A ETRACS ETN Linked to the Wells Fargo® Business Development Company Index

Retrieved on: 
Tuesday, November 24, 2020
Banking, Professional services, Finance, Finance, Banks, Financial services, Subprime mortgage crisis, UBS, Warburg family, Wells Fargo, Tom Naratil, Exchange-traded note, ETRACS, UBS

The Securities are part of UBS AGs Medium Term Notes, Series A, on which UBS AG and UBS Switzerland AG are co-obligors.

Key Points: 
  • The Securities are part of UBS AGs Medium Term Notes, Series A, on which UBS AG and UBS Switzerland AG are co-obligors.
  • On November 3, 2020, UBS AG announced the mandatory redemption of eleven Series A ETRACS ETNs, including these Securities.
  • UBS will pay the applicable Call Settlement Amount to investors holding the Securities on November 27, 2020.
  • Wells Fargo Securities, Wells Fargo and Wells Fargo Business Development Company Index are trademarks of Wells Fargo & Company and have been licensed for use for certain purposes by UBS.

UBS Announces Call Settlement Amounts for Three Series A MLP ETNs

Retrieved on: 
Friday, November 20, 2020
Consulting, Banking, Professional services, Finance, Finance, Financial services, Banking, Investment banks, Subprime mortgage crisis, UBS, Warburg family, UBS tax evasion controversies, Tom Naratil, ETRACS, UBS

Each of the above Securities is part of UBS AGs Medium Term Notes, Series A, on which UBS AG and UBS Switzerland AG are co-obligors.

Key Points: 
  • Each of the above Securities is part of UBS AGs Medium Term Notes, Series A, on which UBS AG and UBS Switzerland AG are co-obligors.
  • On November 3, 2020, UBS AG announced the mandatory redemption of eleven Series A ETRACS ETNs, including these Securities.
  • UBS will pay the applicable Call Settlement Amount to investors holding the Securities on November 24, 2020.
  • This material is issued by UBS AG and/or any of its subsidiaries and/or any of its affiliates ("UBS").