PHILADELPHIA, PA — UBS (NYSE: UBS) announced that four of its advisors from the Philadelphia D.C. Wealth Management Market have been honored on the 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State List. This prestigious recognition highlights the advisors’ dedication to excellence in financial services.
Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management, expressed her excitement about the achievement. “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,” she stated.
The advisors recognized include Charlie Anderson from Bethesda, MD, who joined UBS in 2015. As part of The Boyle Anderson Group, he specializes in financial planning and investment management. John Uehling from Newtown, PA, offers wealth management services to families and business owners. He joined UBS in 2014, bringing his expertise from previous roles at Delaware Investments and Merrill Lynch.
From Washington, D.C., Nick Francia of The Capital ESOP Group focuses on tax-efficient exit strategies. He joined UBS in 2011 and holds the Certified Exit Planning Advisor designation. His colleague, Kayvon Sarmadi of Orchard Gate Partners, advises on complex business transactions and alternative investments, having been with UBS since 2010.
The Forbes/SHOOK Top Next-Gen Advisors Best-in-State list includes 1,621 professionals managing $2.8 trillion in assets. Candidates were born in 1985 or later and possess at least four years of advisory experience. The selection process involves qualitative and quantitative criteria, including interviews, compliance records, and revenue metrics.
This recognition underscores UBS’s commitment to nurturing talent and supporting its advisors in achieving professional growth and success.
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