UBS Advisor Team Highbridge Wealth Management Named to Forbes Best-In-State Wealth Management Teams List
24 Janeiro 2024 - 3:04PM
Business Wire
UBS Wealth Management USA announced today that Highbridge Wealth
Management, an advisor team in the firm’s Plano, Texas office, has
been named to the Forbes Best-In-State Wealth Management Teams list
for 2024. The team is led by Financial Advisors Mark Kever, Mark
Hagan, Shawn Nicholas, Megan Portacci and Byron Brooks.
“It is extremely gratifying to see this team recognized again
among the state’s top advisors,” said Tommy Stacy, Texas Market
Director at UBS Private Wealth Management. “Their collective
commitment to providing clients with best-in-class service and
advice, as well as their deep knowledge and expertise, make them
leaders in the industry. I’m proud to congratulate them on this
extraordinary industry achievement.”
The Highbridge Wealth Management team at UBS has guided
generations of families, executives and entrepreneurs through
complex wealth challenges. Together, they are passionate financial
advocates who believe education and collaboration are key to
building trusted, long-lasting relationships with clients.
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. The ranking, developed by SHOOK Research, is based
on an algorithm of quantitative and qualitative criteria, including
telephone, virtual and in-person interviews.
For the full list and further information please visit:
https://www.forbes.com/lists/wealth-management-teams-best-in-state/.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 countries around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
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Christina Aquilina Christina.aquilina@ubs.com
UBS (NYSE:UBS)
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