13 UBS Advisors in the South Wealth Management Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
UBS Group AG Registered Ordinary Shares (UBS)
US:NYSE Investor Relations:
ubs.com/global/en/about_ubs/investor_relations.html
Company Research
Source: Business Wire
ATLANTA--(BUSINESS WIRE)--UBS today announced that 13 advisors in the firm’s South Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.The South Wealth Management Market is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.“We congratulate each of our advisors and are extremely pleased to see them acknowledged nationally for their unique talent and capabilities. We look forward to continuing to provide our advisors with the resources and platform they need to better serve clients,” said Greg Achten, South Market Executive at UBS.The advisors named to the list are:Atlanta, GA:Kristi ThelenLaura WellonChattanooga, TN:Carla DoninaLafayette, LA:Shawna PrejeanMemphis, TN:Brenda VandersliceKeri GageJordan EdmundsonNashville, TN:Jana Lisle ParhamLechelle MooreMimi WallaceNew Orleans, LA:Diana StieffelNorth Atlanta, GA:Amanda LeviAngela CalvinThe ninth annual 2025
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- 10/30/25 - Beat
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- 11/13/25 - Form 13F-HR
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- 11/5/25 - Form 6-K
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