Three UBS Private Wealth Advisors in Greater Florida named to the Barron's Top 1,200 Financial Advisors list

This post was originally published on this site

TAMPA, Fla., April 7, 2021 /PRNewswire/ — UBS Private Wealth Management announced today that three Private Wealth Advisors in the firm’s Greater Florida Market have been named to the Barron’s Top 1,200 Financial Advisors list for 2021.

“We are thrilled that these exemplary advisors are recognized again for their long-standing commitment to serving ultra-high-net-worth individuals and institutions throughout Florida,” said Lane Strumlauf, Southeast Market Head of UBS Private Wealth Management.

“This award further honors their outstanding achievements, commitment and dedication to clients,” said Gregory Kadet, Greater Florida Market Head at UBS Wealth Management USA.

Christopher Aitken, CIMA®, has been named to Barron’s Top 100 Financial Advisors list, Top 1,000 Financial Advisors list, and Top 1,200 Financial Advisors list every year eligible from 2006 to 2020. Chris is skilled in understanding the complex financial needs of affluent individuals and institutions, and is based in Ponte Vedra.

Manish Mehta, CFA®, CFP®, has been named to the Barron’s Top 1,200 Financial Advisors list for five consecutive years. He specializes in multigenerational wealth management and legacy planning, and is based in Orlando.

Jason Stephens, CFP®, has been named to the Barron’s Top 1200 Financial Advisors list for eight consecutive years. He provides his clients with comprehensive wealth management, legacy planning, and philanthropic strategies, and is based in Naples.

With an average industry tenure of 30 years, this year’s Top 1,200 advisors and their teams typically serve 750 households, with an average of $14 million to invest. They each manage about $3 billion in client assets and have an average client-retention rate of 98.4%.

For the full list and further information visit:

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.

About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted 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, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media Contact:
Peter Pupello

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. 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.


View original content:

SOURCE UBS Private Wealth Management