Subject: AWD
UBS Advisor, Jason Stephens, Named to Barron's 2019 List of Top Financial Advisors
NAPLES, Fla., Sept. 18, 2019 /PRNewswire/ -- UBS Financial Services Inc. announced today that Jason Stephens, Managing Director and Private Wealth Advisor at The Stephens Group, has been ranked on Barron's 2019 List of Top 1,200 Financial Advisors in the U.S.
Advisors are chosen based on the assets under their management, philanthropic work, revenue produced, quality of practice and regulatory work. Stephens, who has over 20 years of experience, is ranked number 23 in Florida.
A graduate of the University of Florida, Stephens was also on Wall Street's "Top 40 Advisors Under 40" (2015), Financial Times "Top 400 Financial Advisors" (2016) and Forbes "America's Top Wealth Advisors" (2017, 2018). He is both a Certified Financial Planner and a Chartered Financial Consultant.
"We're very proud to see Jason on the list for the seventh consecutive year," said Greg Kadet, Managing Director and Market Head of UBS's Florida Gulf Coast region. "He has always given his investors the highest level of attention and success."
For the full list visit: https://www.barrons.com/report/top-financial-advisors/1000/2019
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 of UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' 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 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Media Contact:
Bri Wagner
[email protected]
813-258-5858 x2260
© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.
SOURCE UBS Financial Services Inc.
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