UBS Celebrates 11 Mid-Atlantic Advisors Named to Forbes Best-in-State List

Business News

PHILADELPHIA, PA — UBS has announced that 11 advisors from its Mid-Atlantic Wealth Management Market have earned spots on the prestigious 2025 Forbes Top Women Wealth Advisors Best-in-State list. This annual ranking highlights exceptional female financial advisors nationwide for their expertise, client focus, and commitment to delivering outstanding wealth management services.

The Mid-Atlantic Wealth Management Market, overseen by Market Executive Brendan Graham, is part of UBS’s Southeast Region led by Regional Director Julie Fox. Commenting on the achievement, Graham stated, “We are extremely proud to see so many of our advisors recognized nationally for their hard work and dedication to serving clients. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this prestigious industry acknowledgment.”

Among those honored, Christine McGinley from the Mt. Laurel, NJ office received additional recognition as she ranked #1 in South New Jersey and was also named to the 2025 Forbes America’s Top Women Wealth Advisors list.

The UBS advisors named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list are:

  • Baltimore, MD: Alexandra Jamieson
  • Hunt Valley, MD: Michele Burch-Lippincott
  • Montchanin, DE: Ginger Ward, Caroline M. Chahalis
  • Mt. Laurel, NJ: Christine McGinley, Lynn Fryckberg, Suzanne Schwester Sloan
  • Newtown, PA: Karen Robbins
  • Washington, D.C.: Holidae Hayes, Karen Ben-Shlaush, Kristina Bakis

The Forbes Top Women Wealth Advisors Best-in-State list, now in its ninth year, evaluates thousands of women advisors based on rigorous qualitative and quantitative criteria, including interviews, compliance records, and revenue generated for their firms. This year’s honorees collectively manage a remarkable $3.6 trillion in assets.

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This achievement highlights UBS’s commitment to fostering excellence in wealth management and underscores the firm’s dedication to supporting the success of its advisors and their clients.

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