UBS Recognizes 23 Top Wealth Management Teams in 2025 List

Recognizing Excellence in Wealth Management

UBS has unveiled its impressive list of 23 advisor teams from the South Atlantic Wealth Management Market, who have been honored in the 2025 Forbes Best-in-State Wealth Management Teams list.

Acknowledging the South Atlantic Leaders

Led by Market Executive Jake Shine, the South Atlantic Wealth Management Market is proudly a part of the firm's Southeast Region, under the direction of Regional Director Julie Fox. These leaders are dedicated to fostering a community of excellence in wealth management.

Celebrating Top Advisors

Expressing pride in their teams’ achievements, Jake Shine stated, “These advisors are some of the best in the business and it is truly gratifying to see them recognized nationally on this prestigious list.”

Among the noteworthy teams listed, the Wickham Cash Partners secured the top spot in North Carolina – West, further highlighting the caliber of advisors represented.

The Top Teams in the South Atlantic Market

Here's a look at the honored advisor teams from the South Atlantic Market:

Wickham Cash Partners (Charlotte, NC): Mitchell Wickham, Greg Cash, Trevor Hoke, Ron Bryson, North Moore III.

Miller Wealth Management (Charlotte, NC): Michael Miller, Drew Miller.

Rankin Wealth Management (Charlotte, NC): Rick Verdone, Ellen Rankin, Joe Zentner, Michael Gould.

The Andover Group (Charlotte, NC): Kevin O. Moran, William B. Lovett III, Kyle M. Blumenstock, Lesley Ferguson, Jason Mayer.

Gateway Wealth Management (Charlotte, NC): Andrew Kittelson, Candace Cline.

Hatteras Wealth Management Group (Charlotte, NC): John Stanford, Jack Butler.

The Fairview Group (Charlotte, NC): Juan Sandoval, Mac Mayer, Richard Callahan, Crockett Clark.

The Cornerstone Group (Chapel Hill, NC): Timothy L. Rauwald, Jenn Hoselton, Mark D. Harbaugh Jr., Steve Reed, Mark Harbaugh Sr.

R³ Wealth Management (Greensboro, NC): Robert M. Green, Robert C. Ketner, R. Andrew Ketner, Antonio Otero.

Raleigh PWM (Raleigh, NC): Mike Lappin, Bill Smith.

The Parham, Arrowood, Bragdon Team (Greenville, SC): Bert Arrowood, Kenneth Parham, Will Bragdon.

The Alpha Group (Greenville, SC): Michael S. Lee, Steve Armaly, Brian Blackburn, Jeffrey S. Allen.

The Gabriele-Milionis Group (Greenville, SC): Michael J. Gabriele, Amy R. Milionis.

The Summit Group (Winter Park, FL): Manish Mehta, Paul Higgins, Pranjal Mehta, Richard G. Berardo.

The Boyle Anderson Group (Bethesda, MD): Skip Anderson, Elaine Flanigan, Ron Chesney, Charlie Anderson, John Young.

The BoundaryRock Group (Bethesda, MD): Jamie Ingoe, Donald Chomas, Russell Rifkin, David Bowie, Jeff Schweighoffer.

The Atlantic Capital Group (Bethesda, MD): Charles H. Cooper, Mary T. Stiles-Hendler, Mitchell R. Cooper.

The Hando Adams Group (Bethesda, MD): Timothy J. Hando, Jason S. Adams.

The Hutson Polcaro Group (Bethesda, MD): Jim Polcaro II, Michael Brick, Christopher Casey, Charley Hutson.

Potomac Wealth Group (McLean, VA): Powell Hill, Arthur Chase.

The Nordell-Rubio Group (McLean, VA): Andrea K. Nordell, Kenneth A. Rubio.

Thompson, Singor & Cimmino (Norfolk, VA): Eric Thompson, Scott Singor, Marc Cimmino, Curtis Hanson.

The Garnett Group (Richmond, VA): Scott Garnett.

Understanding the 2025 Forbes Best-in-State List

The third annual Forbes Best-in-State Wealth Management Teams list acknowledges over 5,300 advisor teams managing collectively over $7 trillion in assets. The ranking's credibility stems from a robust algorithm based on qualitative and quantitative factors, including interviews and compliance records.

About UBS

UBS stands as a pinnacle in global wealth management, originating from Switzerland. The firm not only provides extensive asset management services but also invests heavily in investment banking. Following its acquisition of Credit Suisse, UBS now manages an impressive $5.7 trillion in invested assets as reported in late 2023. This global entity is dedicated to partnering with clients to help them reach their financial ambitions through tailored advice and products.

Frequently Asked Questions

What is the Forbes Best-in-State Wealth Management Teams list?

The list recognizes top wealth management teams across various states, evaluating their performance based on qualitative and quantitative metrics.

How many teams did UBS have recognized in 2025?

UBS proudly had 23 advisor teams acknowledged in the 2025 list for their exceptional service.

Who leads the South Atlantic Wealth Management Market at UBS?

The South Atlantic Wealth Management Market is led by Market Executive Jake Shine.

What criteria are used to rank the advisor teams?

The ranking includes phone and in-person interviews, revenue generation, and compliance records.

How does UBS support its clients?

UBS assists clients in achieving their financial goals through personalized advice and innovative solutions.

About The Author

Hello, I'm 30-year-old financial writer and expert Addison Perry, and I love to simplify the intricacies of the financial industry. I've committed myself over the years to deciphering the subtleties of investing techniques and economic trends and converting them into doable guidance that anybody can use. My goal with writings and books is to make money interesting and approachable so that readers may take charge of their financial futures.

My enthusiasm to empowerment and education has propelled me through my career in finance. I write because I think that everyone should be able to make educated financial decisions, and I try to provide that. Regardless of experience level with investing, my work is intended to provide insightful analysis and practical advice to enable you to thrive in the always changing financial environment. I appreciate you traveling with me toward success and financial literacy.

Contact Addison Perry privately here. Or send an email with ATTN: Addison Perry as the subject to contact@investorshangout.com.

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.