HOUSTON, April 1, 2020 /PRNewswire/ -- UBS Financial Services Inc. announced today that 10 advisors from Houston and Beaumont, Texas have been named to the 2020 Forbes/Shook list of Best-In-State Wealth Advisors. Recognized financial advisors and wealth managers include Chris Ohmstede of the firm's Beaumont branch, Nena Brackett and John Landers of Houston City Center, Mark Kaye and Alexandra Van Meurs of Houston Downtown, and Bill Goldberg, Elizabeth Lockwood, Brian Sauer, Sharon Snowden, and Sherry Verburgt of Houston River Oaks.
The nomination criteria include $600K minimum production and $150 million in assets under management. Winners were selected based on thoughtful data provided by Shook, Forbes' research partner, as well as in-person interviews, and industry experience. The list showcases the 4,000+ best financial advisors from across the U.S., ranked amongst other leading advisors in the same market. In addition to the Houston and Beaumont market, South Texas awardees also included Alexander Leadage, John Neff and Jan Pickle of Austin, Carol Mani-Johnston of San Antonio and Joe Calao of Waco.
"These individuals have consistently gone above and beyond throughout their career. Through their hard work they have built long-lasting client relationships," says Craig Vandegrift, Managing Director and South Texas-Market Head for UBS. "We are grateful for the experience and integrity that these advisors and their teams bring to the firm and are proud to congratulate them for their impressive achievements."
For the full list and further information visit: https://www.forbes.com/best-in-state-wealth-advisors/
Notes to Editors
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.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. UBS Group AG employs over 67,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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Forbes Best-in-State Wealth Advisors list is comprised of approximately 4,000 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. or 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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SOURCE UBS Global Wealth Management