TAMPA,
Fla., May 19, 2023 /PRNewswire/ -- UBS Private
Wealth Management announced today that Christopher Aitken, Michael Bober, Chris
Garvin, Joseph Matina,
Manish Mehta, Andrew Plum, Nick
Sadowsky, Jason Stephens, and
Ed Ventrice, nine of the firm's
Florida-based financial advisors, have been named to the Barron's
Top 1200 Financial Advisors list for 2023.
"We are honored to once again see these talented wealth advisors
recognized on this prestigious list for their proven expertise and
dedication in helping clients throughout Florida achieve their
financial goals," said Brad Smithy, Florida market executive, UBS
Wealth Management USA.
The UBS financial advisors named to the list in Florida include:
Aventura
Nick Sadowsky, CPM®, has been named to the
Barron's Top 1200 Financial Advisors list for four consecutive
years. He focuses on critical wealth management opportunities for
entrepreneurs, including strategic planning, tax planning, estate
planning, and legacy planning, for their businesses.
Boca
Raton
Michael Bober,
CFP®, CIMA®, CEPA®, has been named to the Barron's Top 1200
Financial Advisors list for nine consecutive years. With three
decades of experience in wealth management services, he supports
the needs of corporate executives, business owners, high-net-worth
individuals, multigenerational families and professional
athletes.
Ed Ventrice, CFP®, CIMA®, CEPA®,
has been named to the Barron's Top 1200 Financial Advisors list for
nine consecutive years. He has more than 30 years of wealth
management experience to meet the complex needs of executives,
business owners, professional athletes, high-net-worth individuals
and multigenerational families.
Ft.
Lauderdale
Chris
Garvin has been named to the Barron's Top 1200 Financial
Advisors list nine times. He serves a multigenerational clientele
of business owners, entrepreneurs, retirees, and affluent families,
with financial planning and personalized investment services.
Naples
Joseph Matina has been named to the
Barron's Top 1200 Financial Advisors list for nine consecutive
years. His expertise includes advising clients on their liquidity,
longevity, and legacy needs, investment management, and trust and
estate strategies.
Jason Stephens, CFP®, has been
named to the Barron's Top 1200 Financial Advisors list for 10
consecutive years. He provides his clients with comprehensive
wealth management, legacy planning, and philanthropic strategies.
Stephens has served the southwest Florida area for more than 20
years.
Orlando
Manish Mehta, CFA®, CFP®, has been named to the
Barron's Top 1200 Financial Advisors list six times. He specializes
in multigenerational wealth management and legacy planning.
Ponte Vedra
Beach
Christopher "Chris"
Aitken, CIMA®, has been named to the Barron's Top
1200 Financial Advisors list for five consecutive years. With more
than 35 years of financial services experience, he is expertly
skilled in the complex financial needs of ultra-high-net-worth
individuals and institutions.
West Palm
Beach
Andrew Plum,
CFP®, has been named to the Barron's Top 1200 Financial Advisors
list for three consecutive years. He has more than 20 years of
experience serving the multigenerational needs of high- and
ultra-high-net-worth families to help grow and protect their wealth
and legacy goals.
"This distinction from Barron's is a testament to our advisors'
long-standing commitment and excellence in serving their clients,
who represent many of Florida's affluent business owners,
executives, corporations and families," said Robert Covino, managing director, Florida Market, UBS Wealth Management
USA.
The 2023 Barron's Top 1200 Financial Advisors list is compiled
based on a variety of qualitative and quantitative factors,
including revenue produced for the firm, assets under management,
quality of practice, and regulatory record, among other
factors.
"We are very proud to have these exemplary wealth advisors with
decades of proven, trusted knowledge and experience represent UBS,"
said Gregory Kadet, managing
director, Florida Market, UBS Wealth
Management USA.
For the full list and further information, please
visit https://www.barrons.com/report/top-financial-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).
Media Contact:
Peter Pupello
peter@schifinolee.com
813-841-0631
https://www.ubs.com
© 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, Past performance is not an indication
of future results. For press use only.
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