- Michael J. Lundon of UBS named to Forbes Best-In-State Wealth Advisors list for 2025.
- Lundon has over 26 years in financial services, joining UBS in 1999.
- UBS manages $6.1 trillion in invested assets as of Q4 2024.
Naples, Fla. – UBS Wealth Management US announced that Michael J. Lundon, a Private Wealth Advisor and Managing Director in the Naples, Florida office, has been named to Forbes' Best-In-State Wealth Advisors list for 2025. This recognition highlights his extensive industry knowledge and dedication to serving affluent individuals and families.
Michael Lundon, with a career spanning over 26 years in financial services, has been with UBS (UBS, Financial) since 1999. Lundon and his team, The Stephens Group at UBS, offer comprehensive portfolio management solutions and financial planning, alongside advising on estate and trust matters. Remarkably, The Stephens Group at UBS has been featured on Forbes' Best-In-State Wealth Management team list for three consecutive years (2023-2025).
The 2025 Forbes Best-In-State Advisors list acknowledges advisors who collectively manage an astounding $16.7 trillion in assets. This ranking, developed by SHOOK Research, combines qualitative assessments through interviews and quantitative data such as revenue trends and assets under management.
UBS, a leading global wealth manager and the foremost universal bank in Switzerland, manages $6.1 trillion in invested assets as of the fourth quarter of 2024. The firm offers a broad range of personalized financial solutions and products, operating in more than 50 markets worldwide. UBS Group shares are traded on both the SIX Swiss Exchange and the NYSE.
