The Prestigious Forbes Recognition
UBS Wealth Management USA has proudly announced the inclusion of The Stephens Group in the esteemed Forbes Best-In-State Wealth Management Teams list for 2025. This notable acknowledgment highlights the incredible professionalism and dedication demonstrated by the team, helmed by experienced UBS private wealth advisors Jason Stephens and Michael Lundon.
Ranking Details
Achieving a remarkable rank of No. 6 in the state of Florida, The Stephens Group stands out in a competitive landscape of over 5,300 teams, all managing a staggering total of $7 trillion in assets. The ranking process, orchestrated by SHOOK Research, incorporates rigorous evaluations through qualitative interviews combined with quantitative metrics, ensuring only the most deserving teams obtain such accolades.
Celebrating a Collective Achievement
Lane Strumlauf, the Florida Market Executive for UBS Wealth Management USA, expressed pride in the team’s accomplishment, stating, “It is particularly rewarding to see entire teams acknowledged for their collective commitment and excellence in serving high-net-worth clients across Florida.” This recognition not only reflects the individual capabilities of Jason and Michael but also the cohesive efforts of the entire Stephens Group team.
A Legacy of Accolades
The recognition from Forbes-SHOOK builds on the impressive history of accolades earned by The Stephens Group. Jason Stephens has previously been featured on various noteworthy lists, including the Forbes Best-In-State Wealth Advisors list and the Barron's Top 1,200 Financial Advisors list, showcasing his consistent top-tier performance in the financial advisory industry.
About UBS and Its Global Presence
UBS is renowned as a leading global wealth manager, operating as the foremost universal bank in Switzerland. With the recent acquisition of Credit Suisse, UBS now manages approximately $6.2 trillion in invested assets as of the third quarter of the preceding year. The firm operates in over 50 markets worldwide, providing exceptional financial services tailored to meet the diverse needs of its clients.
Paving the Way for Future Success
The success of The Stephens Group not only highlights the team's individual talents but also sets the stage for ongoing achievements in the financial industry. Their dedication to serving clients through personalized advice and innovative solutions fosters lasting relationships and drives results in wealth management.
Frequently Asked Questions
What is the Forbes Best-In-State Wealth Management Teams list?
The Forbes Best-In-State Wealth Management Teams list recognizes top wealth management teams across various states based on their performance, expertise, and client service.
Who leads The Stephens Group?
The Stephens Group is led by experienced UBS private wealth advisors Jason Stephens and Michael Lundon.
How many teams were considered for the ranking?
Over 5,300 teams were evaluated for a place on the Forbes Best-In-State Wealth Management Teams list.
What does UBS offer clients?
UBS provides tailored wealth management, diversified asset management solutions, and expert investment banking services to help clients achieve their financial goals.
Why is this recognition significant?
This recognition underscores the team's excellence in wealth management and their commitment to client service, enhancing their reputation in the industry.
