Seven UBS Advisors in the Southeast Region Named to the Forbes America’s Top Wealth Advisors List
PHILADELPHIA–(BUSINESS WIRE)–
UBS today announced that seven advisors in the firm’s Southeast Wealth Management Region have been named to the 2025 Forbes America’s Top Wealth Advisors list.
The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.
“These advisors are some of the best in the business and on behalf of myself and the UBS leadership team, we congratulate each of them for this impressive industry recognition,” said Julie Fox, Regional Director, Southeast at UBS. “We remain committed to providing our advisors with a world class wealth management platform to better serve their clients and help them navigate a wide array of complex financial matters.”
The advisors named to the list are:
Charlotte, NC:
Greg Cash
Mitchell Wickham
Mt. Laurel, NJ:
Mark Fendrick
Naples, Florida:
Joseph Matina
Jason Stephens
Nashville, TN:
Kent Kirby
Washington, D.C.:
Keith Apton
The tenth annual 2025 Forbes America’s Top Wealth Advisors list is comprised of 250 advisors that collectively manage about $2 trillion of assets. The ranking algorithm is based on 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/top-wealth-advisors/
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2025. 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250428019602/en/
Media Contact:
Scott Gamm
Strategy Voice Associates
[email protected]
KEYWORDS: United States North America Pennsylvania
INDUSTRY KEYWORDS: Asset Management Professional Services Finance
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