Twenty-Six UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-In-State Wealth Management Teams 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
NEWPORT BEACH, Calif. & HONOLULU--(BUSINESS WIRE)--UBS Wealth Management USA announced today that 26 financial advisor teams based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named to the Forbes Best-In-State Wealth Management Teams lists for 2025.“We are proud to see these talented teams recognized for their dedication to meeting the needs of their clients,” says Justin Frame, Pacific Desert Market Executive, UBS Wealth Management USA. “We are very proud of their commitment to helping clients achieve their financial goals and life ambitions, by providing personalized, comprehensive wealth management services and best-in-class advice. Congratulations to our advisor teams for these prestigious industry recognitions.”The teams, and where they rank in the state lists, are:Honolulu, HI: High Net Worth TeamsThe Megorden Group (#4): Matthew Megorden, Todd IacovelliHawaii Ascendant Wealth Consultants (#8): Dan Shiu, John Miyamasu, Jenny DoT
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