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UBS has announced that 14 advisors from its Mid-Atlantic Wealth Management Market and 11 from its South Wealth Management Market have been recognized in the 2025 Barron’s Top 1200 Financial Advisors list. This recognition highlights their achievements based on criteria such as revenue, assets under management, and quality of practice. Brendan Graham and Greg Achten, market executives for their respective regions, expressed pride in their teams' national recognition.
UBS has announced that 35 advisor teams from its Mid-Atlantic Wealth Management Market have been recognized in the 2025 Forbes Best-in-State Wealth Management Teams list. This accolade highlights their exceptional client service and commitment to personalized wealth strategies, reflecting UBS's dedication to excellence in the industry. The recognition is part of a broader effort to maintain leadership and empower clients in achieving their financial goals.
UBS Wealth Management USA has restructured its leadership in the Southeastern U.S., transitioning from two national divisions to four regional divisions for improved decision-making and client responsiveness. Julie Fox has been appointed regional director for the southeast, overseeing Brendan Graham (Mid-Atlantic), Jake Shine (South Atlantic), Greg Achten (South), and Lane Strumlauf (Florida). This new leadership aims to enhance resources for financial advisors in rapidly growing wealth hubs across the region.
UBS Wealth Management USA has restructured its operations, moving from two national divisions to four regions, with Julie Fox appointed as Regional Director for the Southeast. The new leadership includes Market Executives Brendan Graham, Jake Shine, Greg Achten, and Lane Strumlauf, overseeing key wealth centers such as Philadelphia, Washington D.C., and Miami. This reorganization aims to enhance decision-making and client responsiveness, with plans to open new office space in Washington D.C. by May 2025.
UBS Wealth Management USA has restructured its field management into four regions, enhancing decision-making and client responsiveness. Julie Fox has been appointed Regional Director for the Southeast, overseeing Market Executives responsible for key areas including the Mid-Atlantic, South Atlantic, South, and Florida. The firm aims to capitalize on the region's growing wealth centers and plans to open new office space in Washington, D.C. in May 2025.
UBS has welcomed Financial Advisor Anibal Drelichman to its Washington, D.C. team, enhancing its wealth management services in the region. With nearly 30 years of experience, Drelichman previously worked at RBC Wealth Management and has a background in law. He will be joined by Client Service Associate Fatema Sarker.
UBS has hired Anibal Drelichman as a Financial Advisor in Washington, D.C., enhancing its wealth management team. With nearly 30 years of experience, including roles at RBC Wealth Management and a background in law, he will provide comprehensive wealth planning and investment management services. Drelichman will work alongside Client Service Associate Fatema Sarker, reporting to Market Director Brendan Graham and Market Executive Julie Fox.
UBS has welcomed Financial Advisor Anibal Drelichman to its Washington, D.C. office, enhancing its wealth management team. With nearly three decades of experience, Drelichman previously worked at RBC Wealth Management and has a background in law. He will provide comprehensive wealth planning and investment management services, supported by Client Service Associate Fatema Sarker.
Brendan Graham
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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