UBS advisor Daniel Green named to Forbes Best-In-State Wealth Advisors list
15 Maio 2023 - 2:29PM
Business Wire
UBS Wealth Management USA announced today that Financial Advisor
Daniel P. Green, based in the firm’s Knoxville, Tennessee office,
has been named to the Forbes Best-In-State Wealth Advisors list for
2023. This is the third consecutive year that Daniel has been named
to the list.
“We are very proud to once again see Daniel recognized for his
achievements and commitment to helping clients achieve their
financial goals,” said Chris Cannon, Knoxville Market Director at
UBS Wealth Management USA. “Daniel consistently goes above and
beyond for his clients and exemplifies the qualities that we value
in our financial advisors. We thank him for his dedication."
Daniel has been with UBS since 2013. He and his team focus on
helping clients prepare for the transition of selling their
business, providing advice on investments, retirement, and estate
planning. Daniel earned his bachelor’s degree in finance from the
University of Tennessee and his Certified Exit Planning Advisor
(CEPA®) designation from the Exit Planning Institute.
In recognition of his professionalism and dedication to clients,
Daniel has also been named to several advisor recognition lists in
the past, including ranking #2 in the state of Tennessee on the
Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2022,
and the Forbes America’s Top Next-Gen Wealth Advisors list (2020,
2021).
Daniel is actively involved with many organizations in his local
community and is most proud of his role on the Board of Directors
at The Great Smoky Mountains Institute at Tremont. Outside of the
office, Daniel enjoys playing tennis, woodworking projects,
coaching youth sports, and is a blackbelt in Isshin-ryu Karate.
The 2023 Forbes/SHOOK Research Best-in-State Wealth Advisors
list is comprised of over 7,000 Advisors across the country,
collectively managing nearly $11 trillion in client assets. The
ranking, developed by SHOOK Research, is based on an algorithm of
qualitative and quantitative measures including phone and in-person
interviews, compliance records, and revenue generated for their
firms.
For the full list and further information visit:
https://www.forbes.com/lists/best-in-state-wealth-advisors/.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people
and ideas are connected and opportunities brought to life, and
provides financial advice and solutions to wealthy, institutional
and corporate clients worldwide, as well as to private clients in
Switzerland. UBS offers investment solutions, products and
impactful thought leadership, is the leading global wealth manager,
provides large-scale and diversified asset management, focused
investment banking capabilities, and personal and corporate banking
services in Switzerland. The firm focuses on businesses that have a
strong competitive position in their target markets, are capital
efficient and have an attractive long-term structural growth or
profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 29% in Switzerland, 20% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
© UBS 2023. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results. For press use only.
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Media: Christina Aquilina Christina.aquilina@ubs.com
https://www.ubs.com
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