UBS Wealth Management USA announced today that five advisor teams in the firm’s South Texas Market have been named to the Forbes Best In State Top Wealth Management Teams list for 2023.
“We are extremely proud to have five teams recognized on this prestigious list,” said Craig Vandegrift, Managing Director and South Texas Market Director at UBS Wealth Management USA. "These advisors have achieved a remarkable level of success through their dedication, focus, and commitment to their clients.”
The UBS teams in South Texas named to the list are:
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Persia Saba Klein Wealth Management Group
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Beaumont, TX
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Aigner Perry Financial Group
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Houston, TX (HU-River Oaks)
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Uptown Wealth Advisors
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Houston, TX (HU-River Oaks)
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Brown & Bishop Group
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Houston, TX (UG - Galleria)
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MainStreet Wealth Management Group
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Houston, TX (UG - Galleria)
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The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 2,800 teams with cumulative assets of roughly $4 trillion. The ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative criteria, including telephone, virtual and in-person interviews.
For the full list and further information visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target 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 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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