Forbes has announced its annual ranking of America’s Best-in-State Wealth Advisors from all 50 states. Eight UBS San Diego Market financial advisors and two private wealth advisors from the local area have made the listing for California. Financial advisors include: Frank Baldwin, Brian Donaldson and Christopher Radici of the La Jolla branch; Peter Andreasen, Courtney Liddy and Earl Thompson of the downtown San Diego branch; Kalyn Maher Walker of the Carmel Valley branch; and Daniel Shiu of the Honolulu branch, which now falls under the San Diego market. The private wealth advisors include Braydon Hamilton of the La Jolla branch and Blair Cannon of the Carmel Valley branch. In all, there were 666 UBS advisors included in the total Forbes list of about 2,200.
According to Forbes, top-performing advisors across the country are nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states by professional researchers with SHOOK Research, Forbes’ research partner. Each state's list is based on an algorithm of qualitative and quantitative criteria, including: in-person or phone interviews; industry experience; community involvement; client retention data; and revenue trends.
“These advisors are wonderful. They work hard, offer insightful and objective advice to clients, and help clients to build a legacy for the next generation through clear communication and loyal customer support,” says Chris Marsh, market head for UBS Financial Services Inc. in the San Diego market. “We are immensely proud of all of them, as well as the members of their teams who support our clients every day, and we thank them for their dedication.”
To qualify for this list, advisors must have a minimum of seven years’ experience. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterium. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Note to editors
Background and photos of listed advisors available upon request.
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
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Forbes Best-in-State Wealth Advisors list is comprised of approximately 2,200 financial advisors. It was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to measure factors such as: quality of practice, industry experience, compliance record, assets under management (which vary from state to state) and revenue. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience
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