UBS today announced that 13 advisors in the firm’s Philadelphia D.C. wealth management market have been named to the Barron’s Top 1200 Financial Advisors list for 2024.

“We are extremely proud to see so many of our talented advisors receive national recognition for their commitment to providing world class financial services to clients,” said Julie Fox, Market Executive at UBS Private Wealth Management. “These advisors are some of the best in the business and we congratulate each of them on this notable industry achievement.”

The advisors in the Philadelphia D.C. market named to the list are:

Charlotte, N.C.: Mitchell Wickham  Greg Cash

Mitchell Wickham and Greg Cash of Wickham Cash Partners ranked No. 1 and No. 2, respectively, in North Carolina.

Philadelphia:  Bradford Bernstein  Michael Greenly

Washington, D.C.:  Robert Allred  Keith Apton  William Finnerty  Nick Francia  Barry Haffner  Jared Hendler  Gregory Marcus  Grantham Myers  Rod von Lipsey

The 2024 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

For the full list and further information, visit:

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).

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Past performance is not an indication of future results. For press use only.

Media: Scott Gamm Strategy Voice Associates

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