HONOLULU & NEWPORT BEACH, Calif. & SAN DIEGO--(BUSINESS WIRE)--UBS is proud to announce that eight of the firm’s financial advisors in the UBS Pacific Desert Market areas of Southern California and Hawaii have been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2023. The Top Next-Gen list honors advisors all born in 1984 or later who are considered by Forbes to be excelling in the industry. “These talented advisors represent the future of the wealth management industry, and I’d like to congratulate each of them on this achievement,” said Justin Frame, Pacific Desert Market Head, UBS Wealth Management USA. We look forward to their continued success in helping us deliver exceptional services to our clients.”The advisors named to the 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State list include:The 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State list honors 1,464 advisors, born in 1984 or later, managing nearly $2.5 trillion in cumulative assets. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events.

Source: Forbes September 12, 2023 15:06 UTC