Subjects: AWD, WOM, DEI
Four UBS advisors in Florida named to the Forbes Top Women Wealth Advisors Best-In-State list
TAMPA, Fla., March 23, 2023 /PRNewswire/ -- UBS Wealth Management USA announced today that Pamela Mitchell, Ashley Laubach, Mary Angela Lauritano and Samantha Parker-Hopkins, four of the firm's Florida-based financial advisors, have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2023.
Mitchell is based in the firm's Naples office, Laubach is based in Orlando, Lauritano is based in St. Petersburg, and Parker-Hopkins is based in Tampa. Each of them have been recognized on the list for the fourth consecutive time.
"We are proud to once again see these talented advisors recognized with this prestigious distinction," said Gregory Kadet, Managing Director, Florida Market, UBS Wealth Management USA. "Their inclusion is a tribute to their long-standing commitment and excellence in serving their clients, who represent many of Florida's business owners, executives, corporations and families. Their tireless dedication for helping clients achieve their financial goals is truly admirable, and we are honored to have them represent UBS."
Naples
Pamela Mitchell, CFP®, joined UBS in 2007 and focuses on multigenerational, education and retirement planning that helps investors meet their long-term financial goals.
Orlando
Ashley H. Laubach, CFP®, CRPS®, joined UBS in 2001 and specializes in asset allocation, portfolio management, charitable giving, and estate planning strategies.
St. Petersburg
Mary Angela Lauritano, CFA®, joined UBS in 2005 and has more than 30 years of experience in personalized, comprehensive asset management, retirement, and estate planning strategies.
Tampa
Samantha Parker-Hopkins, CIMA®, CFP®, CEPA®, CRPS®, joined UBS in 2008 and provides financial planning for individuals and institutional consulting for nonprofits and businesses.
The 2023 Forbes/SHOOK Top Women Wealth Advisors Best-in-State list features 1,697 women who manage almost $2.3 trillion in assets. The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
For the full list and further information, visit https://www.forbes.com/lists/best-in-state-women-advisors/.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target 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, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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.
Media Contact:
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813-841-0631
© UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.
SOURCE UBS
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