Recognition of exceptional careers in Financial Services
UBS announced today that two Financial Advisors in the Wayzata office, Becky Falk and Kelli Puhl of the Falk, Puhl & Guillaume Wealth Management Team, have been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. Within the list of 1,000 women, Becky achieved a ranking of 188 placing her in the top 20% of women advisors achieving this recognition.
Becky, a CERTIFIED FINANCIAL PLANNER™, began her financial services career in 2004 and has been with UBS for 14 years. Prior to financial services, she spent 17 years in product management with two different fortune 500 companies, managing and developing consumer packaged goods brands in the US and abroad. Becky started her career in accounting, preparing tax returns for individuals and businesses and passing the exams required to become a Certified Public Accountant (CPA).
Kelli adds this accolade to her prior accomplishments of Forbes/SHOOK Top Next Generation Wealth Advisors, 2019 and Working Mother Magazine Top Advisor Moms, 2019. As a CERTIFIED FINANCIAL PLANNER™ she specializes in working with families on their comprehensive wealth management. She takes pride in developing wealth strategies that her clients find valuable as they navigate all financial decisions.
"UBS has demonstrated a commitment to supporting women in the Twin Cities, and we are proud of the success of our female financial advisors both inside and outside of the office. I congratulate Becky and Kelli on this well-deserved recognition," said Stephen Glynn, Managing Director and Minnesota Northern Plains Market Head at UBS.
The Forbes/SHOOK Top Women Wealth Advisors list is comprised of 1,000 women advisors. The list 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 and revenue.
For the full list and further information visit: https://www.forbes.com/top-women-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.
© UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Forbes/SHOOK Top Women Wealth Advisors list is comprised of 1,000 women advisors. The list 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 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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