The Matthews Group at UBS Ranked a Top Wealth Management Team by Barron’s, Forbes - News Summed Up

The Matthews Group at UBS Ranked a Top Wealth Management Team by Barron’s, Forbes


BELLEVUE, Wash., June 27, 2024--(BUSINESS WIRE)--UBS Private Wealth Management today announced that financial advisor team The Matthews Group has been named to the Barron’s 2024 Top 250 Private Wealth Management Teams list and the Forbes 2024 Best-in-State Wealth Management Teams list. The team also was named last year to the Forbes America’s Top Wealth Management Teams - Private Wealth list for 2023. "This recognition highlights The Matthews Group’s dedication to leverage their experience and expertise alongside the broad capabilities at UBS Private Wealth Management to make a lasting difference in their clients’ lives," said Todd Lociero, San Francisco Market Executive at UBS. To see the full Barron’s 2024 Top 250 Private Wealth Management Teams ranking, visit: https://www.barrons.com/advisor/report/top-financial-advisors/private-wealthTo see the full Forbes/SHOOK 2024 Best-In-State Wealth Management Teams list, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/To see the full Forbes/SHOOK 2023 Top Wealth Management Teams - Private Wealth list, visit: https://www.forbes.com/lists/top-wealth-management-teams-private-wealth/Notes to EditorsAbout UBSUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. Story continueshttps://www.ubs.com© UBS 2024.


Source: Forbes June 27, 2024 14:07 UTC



Loading...
Loading...
  

Loading...

                           
/* -------------------------- overlay advertisemnt -------------------------- */