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10 Greater Boston Market UBS Advisors Named to Forbes/SHOOK List of Best-in-State Financial Advisors

February 21, 2019

BOSTON--(BUSINESS WIRE)--Feb 21, 2019--UBS Financial Services Inc. announced today that 10 Financial Advisors in the Firm’s Greater Boston Market have been named to Forbes/SHOOK list of Best-In-State list Wealth Advisors, listed on www.Forbes.com. Those advisors recognized included:

Jeffrey Swett, Managing Director – Wealth Management for The Swett Wealth Management Group

Max Peckler, Managing Director – Wealth Management for Peckler Wealth Management

Tom Wood, Managing Director – Wealth Management for Kolton Wood Wealth Management

Sean Dillon, Managing Director – Wealth Management for The Dillon Group

Alexander Martinelli, Senior Vice President – Wealth Management for Martinelli Wealth Management

Sam Sinclair, Senior Vice President – Wealth Management for Sinclair Wealth Management Group

James Taylor, Senior Vice President – Wealth Management for The Taylor Group

David Uva, Senior Vice President – Wealth Management for The Uva Wealth Management Group

Dan Gurian, Senior Vice President – Wealth Management for UBS Financial Services Inc.

Camille Valentine, Senior Vice President – Wealth Management for Little McLeod Valentine Wealth Management Group

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practice and approach to working with clients.

“We are very pleased to have an overwhelming amount of our advisors this year who have received this recognition,” commented James Ducey, Greater Boston Market Head at UBS Financial Services Inc. “To be named to this list recognizes exceptional dedication, accomplishments and expertise in meeting client expectations.”

Source: Forbes.com (For the full list and more visit: https://www.forbes.com/best-in-state-wealth-advisors/#2c53b17291d1 ).

Notes to Editors

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 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).

© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

View source version on businesswire.com:https://www.businesswire.com/news/home/20190221005095/en/

CONTACT: Kearney Dewing

Prosek Partners

857-302-3647

www.ubs.com

KEYWORD: UNITED STATES NORTH AMERICA MASSACHUSETTS

INDUSTRY KEYWORD: PROFESSIONAL SERVICES BANKING FINANCE

SOURCE: UBS Financial Services Inc.

Copyright Business Wire 2019.

PUB: 02/21/2019 09:00 AM/DISC: 02/21/2019 09:01 AM

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