Four UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Forbes Top Next-Gen 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
PHILADELPHIA--(BUSINESS WIRE)--UBS today announced that four advisors in the firm’s Philadelphia D.C. Wealth Management Market have been named to the 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State List.“Developing the next generation of financial advisors is a top priority for our team and it’s incredibly exciting to see so many of our advisors recognized nationally for their professional achievements,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “On behalf of myself and the UBS leadership team, we congratulate each of these advisors for this prestigious industry recognition and we look forward to watching their careers flourish.”The advisors named to the list are:Bethesda, MD:Charlie Anderson of The Boyle Anderson Group advises clients on all aspects of financial planning, investment management and estate planning. Charlie joined UBS in 2015 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Certified Private Wealth Advisor®
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UBS
Earnings
- 10/30/24 - Beat
UBS
Sec Filings
- 11/8/24 - Form SC
- 10/30/24 - Form 6-K
- 10/30/24 - Form 6-K
- UBS's page on the SEC website