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UBS Wealth Management USA announced that 11 of its Arizona-based teams have been recognized in the Forbes Best-in-State Wealth Management Teams list for 2025, with The Schultz Group ranked #1 in the state. The teams, located in Phoenix, Tucson, and Scottsdale, emphasize personalized financial planning and strong client relationships. Notably, two advisors from Arizona also made the list while working with teams in other states, highlighting the firm's extensive reach and commitment to client service.
UBS Wealth Management USA announced that 11 Arizona-based teams have been recognized in the Forbes Best-in-State Wealth Management Teams list for 2025, with six teams from Phoenix. The Schultz Group leads the state at #1, focusing on retirement and legacy planning, while other teams emphasize personalized service and comprehensive financial solutions. This recognition highlights the strong client relationships and dedication of UBS advisors across Arizona.
UBS Wealth Management USA announced that 11 Arizona-based teams made the Forbes Best-in-State Wealth Management Teams list for 2025, with The Schultz Group ranked #1 in the state. The list features over 5,300 teams managing a cumulative $7 trillion in assets, highlighting the strong market presence of UBS in Arizona. Other notable teams include The Biltmore Financial Group (#11) and Impact Wealth Management (#15).
UBS Wealth Management USA has announced that 11 of its Arizona-based teams have been recognized in the Forbes Best-in-State Wealth Management Teams list for 2025. Notably, The Schultz Group in Phoenix ranked #1, while other teams from Phoenix, Tucson, and Scottsdale also received accolades for their commitment to personalized financial planning and client relationships.
UBS has announced that six financial advisors from its Pacific Desert Market have been recognized in Barron’s Top 1200 Financial Advisors list for 2025. Notable rankings include Matt Megorden at #2 in Hawaii and Steven Schultz at #2 in Arizona, highlighting their commitment to personalized client service and financial expertise. The rankings reflect a comprehensive evaluation of advisors based on various performance metrics.
UBS announced that six financial advisors from its Pacific Desert Market have been named to Barron's Top 1200 Financial Advisors list for 2025. Notable rankings include Matt Megorden and Daniel Shiu in Hawaii, and the father-son duo Steven and Stockton Schultz in Arizona, alongside Braydon Hamilton from La Jolla, CA. This recognition highlights their commitment to personalized wealth management and client service excellence.
Three UBS Financial Advisors from the Pacific Desert Market have been recognized in Financial Planning’s Top 40 Brokers Under 40 for 2025. Stockton Schultz, Bryan Thompson, and Scott MacDonald, all under 40, exemplify expertise and commitment in wealth management, contributing to over $215 million in annual revenue among the top advisors.
UBS proudly announced that three of its financial advisors from the Pacific Desert Market have been named to the 2025 Financial Planning Top 40 Brokers Under 40 list, securing 12 of the 40 spots nationwide. The recognized advisors include Stockton Schultz (25th), Bryan Thompson (28th), and Scott MacDonald (30th), with the group generating over $215 million in annual revenue, an increase from $207 million the previous year. On average, brokers on the list earned approximately $5.4 million annually, reflecting consistent performance in the industry.
Three UBS Financial Advisors from the Pacific Desert Market have been recognized in the 2025 Financial Planning Top 40 Brokers Under 40 list. Stockton Schultz, Bryan Thompson, and Scott MacDonald, all under 40, exemplify expertise and commitment in wealth management, contributing to over $215 million in annual revenue among the top advisors.
UBS's Schultz Group has been recognized for the second consecutive year on the Forbes/SHOOK America's Top Wealth Management Teams, High Net Worth list for 2024. The Phoenix-based team, led by Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, ranked #1 in Arizona in 2023 and is part of an elite group managing over $490 billion in assets, focusing on high-net-worth households with accounts under $10 million.
Stockton Schultz
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eleven arizona wealth management teams recognized in forbes best in state list
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Steven Schultz
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Justin Lowery
Richard Kruspe
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21:02 26.03.2025
eleven arizona wealth management teams recognized in forbes best in state list
United States Dollar
USA
Andrew Ruboyianes
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Bill Sobers
Jonathan Mitchell
Steven Schultz
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Justin Lowery
Richard Kruspe
Susan Bailey
Scott Watson
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R. T. Moore
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Robert Lehnhardt
Jaime Engle
Michael Bella
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Show more
15:30 26.03.2025
eleven arizona teams recognized in forbes best in state wealth management list
United States Dollar
USA
Andrew Ruboyianes
Jennifer Pope
Bill Sobers
Jonathan Mitchell
Steven Schultz
Aaron Rottenstein
Justin Lowery
Scott Watson
R. T. Moore
Scott Murray
Peter Choyce
Stockton Schultz
Anthony Bebbington
Robert Lehnhardt
Michael Bella
Dipen Patel
Larry Fann
Show more
15:30 26.03.2025
eleven arizona wealth management teams recognized by forbes in 2025
USA
R. T. Moore
Scott Murray
Peter Choyce
Stockton Schultz
Anthony Bebbington
Steven Schultz
Justin Lowery
Michael Bella
Dipen Patel
Larry Fann
Show more
15:30 26.03.2025
six ub financial advisors recognized in barrons top 1200 list for 2025
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Stockton Schultz
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Steven Schultz
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Braydon Hamilton
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19:26 24.03.2025
six ub advisors recognized in barrons top 1200 financial advisors list
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Stockton Schultz
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Steven Schultz
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Braydon Hamilton
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19:26 24.03.2025
three advisors from ubs recognized in financial planning top 40 under 40
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ubs advisors dominate financial planning top 40 under 40 list for 2025
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three ub financial advisors named to top 40 under 40 list
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schultz group recognized as top wealth management team for second consecutive year
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