UBS today announced that four advisors in the firm’s Philadelphia D.C. Wealth Management Market have been named to the 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State List.
“Developing the next generation of financial advisors is a top priority for our team and it’s incredibly exciting to see so many of our advisors recognized nationally for their professional achievements,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “On behalf of myself and the UBS leadership team, we congratulate each of these advisors for this prestigious industry recognition and we look forward to watching their careers flourish.”
The advisors named to the list are:
Bethesda, MD:
Charlie Anderson of The Boyle Anderson Group advises clients on all aspects of financial planning, investment management and estate planning. Charlie joined UBS in 2015 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Certified Private Wealth Advisor® (CPWA®) designations.
Newtown, PA:
John Uehling of Uehling Wealth Management provides wealth management services for families, high net worth individuals and business owners. He joined UBS in 2014 after holding roles at Delaware Investments and Merrill Lynch and is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Washington, D.C.:
Nick Francia of The Capital ESOP Group advises business owners on tax-efficient exit strategies, with a particular focus on Employee Stock Ownership Plan transactions. Nick joined UBS in 2011 and holds the Certified Exit Planning Advisor (CEPA®) designation. Nick was also named to the 2024 Forbes America’s Top Next-Gen Wealth Advisors list.
Kayvon Sarmadi of Orchard Gate Partners advises business owners on all aspects of wealth and investment management. He also works with entrepreneurs on complex business transactions and managing alternative investments. He joined UBS in 2010 and holds the Certified Exit Planning Advisor (CEPA®). Kayvon was also named to the 2024 Forbes America’s Top Next-Gen Wealth Advisors list.
The Forbes/SHOOK Top Next-Gen Advisors Best-in-State list is comprised of 1,621 professionals who collectively manage $2.8 trillion of assets. They have at least four years of experience as a financial advisor and were born in 1985 or later. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue.
For the full list and further information, visit: https://www.forbes.com/sites/rjshook/2024/08/08/methodology-americas-top-next-gen-wealth-advisors-2024/
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 5.5 trillion dollars of invested assets as per second quarter 2023. 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).
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