Celebrating Young Financial Advisors: UBS Shines with Forbes Honors

UBS Advisors Achieve Recognition by Forbes

UBS Wealth Management USA has proudly announced a significant honor for five of its talented financial advisors, who have been named among the Forbes Top Next-Gen Wealth Advisors for 2024. Incoming recognition is a testament to their dedication and expertise in the financial sector, especially in the Pacific Desert Market. Among them, Stockton Schultz from Phoenix achieved an impressive national ranking of 34th.

A Source of Pride

Justin Frame, the head of UBS's Pacific Desert Market, expressed his pride in seeing these young advisors gain recognition. He emphasized their commitment to delivering top-notch personalized wealth management services, helping clients reach their financial aspirations with tailored strategies. The acknowledgment of these outstanding advisors reflects their hard work and client-focused approach in the competitive field of financial advisory.

Profiles of the Recognized Advisors

The advisors highlighted by Forbes consist of a diverse and skilled group, each bringing unique strengths to their practice:

• Stockton Schultz: With over 15 years of experience in wealth management, Stockton specializes in guiding clients through complex financial landscapes. His comprehensive approach begins with understanding individual client needs, which is pivotal in creating effective financial strategies. Furthermore, he possesses the prestigious UBS Athletes and Entertainers Consultant designation, showcasing his ability to cater to clients with unique financial situations.
• Aaron Rottenstein: Aaron serves a varied clientele, including business owners and institutions. His recognition across multiple Forbes lists underscores his expertise in financial planning and institutional consulting, making him a trusted advisor for high-net-worth families and complex financial entities.
• Blake Foster: Specializing in alternative investments and client education, Blake focuses on preparing the next generation for financial success. His background in finance from Loyola Marymount University, coupled with his family business legacy, enriches his advisory approach.
• Earl B. (Bryan) Thompson III: Bryan's extensive knowledge in financial planning allows him to offer tailored solutions to high-net-worth individuals and families. With a management team overseeing substantial assets, he is recognized for his commitment to active asset allocation and regular reviews.
• Kyle Yoneshige: As a Certified Financial Planner and a public accountant, Kyle combines analytical financial skills with practical advice. His involvement on various boards and previous recognitions showcase his dedication to his clients and the financial community.

The Forbes/SHOOK Ranking Criteria

The Forbes/SHOOK Top Next-Gen Advisors Best-In-State list comprises exceptional financial advisors who collectively manage a staggering amount of $2.8 trillion in assets. The rigorous selection process employed by SHOOK Research combines both qualitative and quantitative assessments, ensuring that only the best advisors make the cut.

UBS: A Leader in Wealth Management

UBS stands as a global leader in wealth management and a prominent universal bank in Switzerland, with a firm foothold across 50 markets worldwide. The recent acquisition of Credit Suisse significantly enhances UBS's capability, now managing an astounding $5.7 trillion in invested assets. With a focus on personalized solutions and unwavering client support, UBS is dedicated to helping individuals meet their financial goals.

A Personal Touch in Financial Services

At UBS, the goal is not just to manage wealth, but to understand each client’s unique aspirations, creating a personalized investment experience. With stellar advisors like those recognized by Forbes, UBS demonstrates its commitment to high standards in client service.

Frequently Asked Questions

What recognition did UBS financial advisors receive?

Five UBS financial advisors were recognized by Forbes as Top Next-Gen Wealth Advisors for 2024.

Who is Stockton Schultz?

Stockton Schultz is a financial advisor with over 15 years of experience, recognized nationally for his exceptional wealth management services.

What is the significance of the Forbes/SHOOK Top Next-Gen Advisors list?

This list identifies top emerging advisors who manage substantial assets, acknowledging both quantitative and qualitative performance metrics.

How does UBS rank in the global wealth management sector?

UBS is a leading global wealth manager, recently managing $5.7 trillion in assets following the acquisition of Credit Suisse.

What is UBS's approach to client service?

UBS focuses on personalized wealth management solutions, ensuring advisors align strategies with individual client goals and aspirations.

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