UBS Advisor Teams Shine in Forbes Best-in-State Wealth Management
UBS has proudly announced a remarkable achievement as 32 advisor teams from its South Wealth Management Market have been recognized in the esteemed 2025 Forbes Best-in-State Wealth Management Teams list. This accolade highlights the dedication and excellence of these financial professionals who consistently focus on client needs while navigating the evolving landscape of wealth management.
Leadership Behind Success
The South Wealth Management Market is under the leadership of Market Executive Greg Achten. This market plays a crucial role within the firm's Southeast Region, led by Regional Director Julie Fox. Their collective vision empowers advisor teams to achieve optimal client satisfaction and remarkable success, reflecting the highest standards of advisory service.
Impressive Recognition
Greg Achten, ever supportive of his teams, expressed his congratulations: “These advisors are extremely dedicated to serving client needs, and we congratulate each of them for this impressive professional recognition.” His words resonate not just as praise, but as a testament to the hard work and commitment demonstrated by these outstanding teams.
Top-Ranked Teams
Among the honored advisors, the Family Office Partners ranked #1 in Tennessee, emphasizing their exemplary performance and client commitment. The recognition of such teams underscores the strength and influence of UBS in the financial services landscape.
A Diverse Range of Accomplished Teams
The complete list of UBS teams recognized includes:
Family Office Partners - comprised of Kent Kirby, Dominic Calvani, and Benjamin Walker, leading the pack in Tennessee.
The Wallace Group features Mimi Wallace, Gordon Brewer, Brian Silkwood, and Seth Huber in Nashville.
Other noteworthy groups include Parham | Deidiker Family Wealth Advisors with Jana Lisle Parham and Nick Deidiker, Core Wealth Management including Steve Gatlin and Shane Unsworth, and The Vantage Point Financial Group with Scott McDonald at the helm.
Many teams hailed from the vibrant city of Chattanooga, like Union Square Group, Mountain City Financial Group, and The Cronan Hudson Group, showcasing the firm’s depth in this region.
Additionally, other expert teams from various locations include the GDA Financial Group, WLP Financial Group, Cameron, Oakes & Associates, and Clarity Wealth Partners, all providing exceptional financial services across Tennessee.
In Memphis, notable teams like Vanderslice Edmundson Wealth Management, Matthews Kiersky Wealth Consulting Services, and OakRing Wealth Partners demonstrate a rich pool of talent.
Regional Representation
The recognition extends further into Georgia with teams such as The LeDoyen Price Group, Key Partners, and Harbor View Wealth Management, showcasing a wide range of expertise and financial acumen.
A National Benchmark
The 2025 Forbes Best-in-State Wealth Management Teams list stems from a rigorous evaluation of over 5,300 teams, collectively managing around $7 trillion in assets. The ranking process utilized a blend of qualitative and quantitative measures, including client interviews, compliance records, and revenue metrics.
The Importance of Recognition
Being included in such a prestigious list not only elevates the profiles of these teams but also reinforces the trust clients can place in UBS and its offerings. This recognition is a proud moment for UBS and its dedicated advisors, underlining the firm’s commitment to offering personalized and effective financial solutions.
About UBS
UBS is a global leader in wealth management and a premier universal bank headquartered in Zurich, Switzerland. Following its acquisition of Credit Suisse, UBS now manages approximately $5.7 trillion across various assets as of the latest quarter. The firm operates in more than 50 markets worldwide, providing a diverse range of investment products, focused asset management solutions, and personalized wealth management services.
At UBS, clients are at the forefront, with financial goals achieved through tailored advice and innovative solutions. The firm’s longstanding reputation for excellence and integrity sets it apart in the financial services industry.
Frequently Asked Questions
What is the significance of the Forbes Best-in-State Wealth Management Teams list?
The list recognizes the top advisory teams across the country, highlighting their dedication to client service and professional excellence.
Who are some of the top-ranked teams from UBS?
Notable teams include Family Office Partners, The Wallace Group, and Union Square Group, among many others excelling in their fields.
How are teams evaluated for this recognition?
Teams are assessed based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.
What are UBS’s strengths in wealth management?
UBS’s strengths lie in its comprehensive wealth management services, personalized advice, and extensive market presence.
Where is UBS headquartered?
UBS is headquartered in Zurich, Switzerland, and operates in numerous markets around the globe.
