PHILADELPHIA, PA — UBS announced that 35 advisor teams in its Mid-Atlantic Wealth Management Market have been named to the prestigious 2025 Forbes Best-in-State Wealth Management Teams list. This recognition underscores UBS’s commitment to delivering superior wealth management services and highlights the advisors’ outstanding contributions to both clients and the firm’s success.
The Mid-Atlantic Wealth Management Market, led by Market Executive Brendan Graham and part of UBS’s Southeast Region under Regional Director Julie Fox, has set a high standard for wealth management excellence. Speaking on the achievement, Graham commented, “On behalf of myself and the UBS leadership team, I want to congratulate each of these advisors and their entire team for this national recognition.”
The Forbes Best-in-State Wealth Management Teams list, now in its third year, includes over 5,300 teams managing a collective $7 trillion in assets. Rankings are determined through a rigorous methodology incorporating qualitative and quantitative factors, including compliance history, interviews, and revenue performance.
Among the recognized wealth management teams are the CW Wealth Management Group in Greenville, DE; the Harris Gibson Group in Baltimore, MD; and the Cohen Leib Robinson Spilove Investment Group in Conshohocken, PA, along with numerous other high-performing teams from the region. This recognition reflects their dedication to delivering personalized wealth strategies and exceptional client service.
This accolade not only highlights the individual advisor teams’ success but also reinforces UBS’s broader commitment to excellence in wealth management. With a strong focus on innovation and client-centric solutions, UBS is well-positioned to maintain its industry leadership and continue empowering its clients to achieve their financial goals. Looking ahead, the firm remains dedicated to fostering talent and delivering impactful results across its markets.
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