PHILADELPHIA, PA — UBS has announced that 14 financial advisors from its Mid-Atlantic Wealth Management Market have earned spots on Barron’s Top 1200 Financial Advisors list for 2025. This achievement highlights their dedication to delivering exceptional client service and their ability to drive top-tier results within the wealth management industry.
The Mid-Atlantic Wealth Management Market, led by Market Executive Brendan Graham, is part of UBS’s Southeast Region under the leadership of Regional Director Julie Fox. The advisors recognized are celebrated for excellence in areas such as revenue generation, assets under management, practice quality, and professional integrity.
The UBS advisors honored on this year’s list include the following individuals and their locations:
- Mount Laurel, NJ
- Mark Fendrick
- Christine McGinley
- Philadelphia, PA
- Brad Bernstein
- Michael Greenly
- Princeton, NJ
- L. Marc Shegoski
- Washington, D.C.
- Robert Allred
- Keith Apton
- Nick Francia
- Barry Haffner
- Grantham Myers
- William Finnerty
- Jared Hendler
- Gregory Marcus
- Rod von Lipsey
This recognition underscores UBS’s commitment to fostering talent and providing comprehensive wealth management solutions. The inclusion of these advisors on Barron’s prestigious list highlights their expertise and ongoing efforts to meet the evolving needs of their clients.
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