- Seven UBS advisors from the Southeast region named to the prestigious 2025 Forbes America’s Top Wealth Advisors list.
- The advisors collectively manage part of the $2 trillion in assets represented on the list.
- UBS continues to support its advisors with a world-class wealth management platform.
UBS (UBS, Financial) has announced that seven of its wealth advisors from the Southeast region have earned a place on the 2025 Forbes America’s Top Wealth Advisors list. Recognized for their excellence in wealth management, these advisors are part of an elite group of 250 professionals who collectively oversee around $2 trillion in assets under management. This recognition is a testament to their expertise and commitment to client service.
The Southeast Wealth Management Region of UBS is led by Regional Director Julie Fox, who expressed her congratulations, stating, “These advisors are some of the best in the business, and we are proud of their hard-earned recognition. We remain committed to providing them with a world-class wealth management platform to better serve their clients.”
The honored advisors are Greg Cash and Mitchell Wickham from Charlotte, NC; Mark Fendrick from Mt. Laurel, NJ; Joseph Matina and Jason Stephens from Naples, FL; Kent Kirby from Nashville, TN; and Keith Apton from Washington, D.C.
UBS continues to make significant strides in the wealth management industry, managing a staggering $6.1 trillion in assets as of the fourth quarter of 2024, following its acquisition of Credit Suisse. Headquartered in Zurich, Switzerland, UBS maintains a strong global presence across more than 50 markets, offering a range of asset management and investment banking services.
