HOUSTON--(BUSINESS WIRE)--UBS Wealth Management USA announced today that 15 Financial Advisors in the firm’s Houston, Texas Region have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2023. Additionally, Robert was also recently named to the PLANADVISOR Top Retirement Plan Advisers list for 2023. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. The 2023 Forbes/SHOOK Best-in-State Wealth Advisors list is comprised of over 7,000 Advisors across the country, collectively managing nearly $11 trillion in client assets. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings.

Source: Forbes April 24, 2023 14:00 UTC