UBS Financial Advisors Named to Barron’s Top 1200 List for 2024
UBS Financial Advisors Named to Barron’s Top 1200 List for 2024
NEWPORT BEACH, Calif., July 23, 2024– UBS announced today that four financial advisors in the firm’s Pacific Desert Market have been named to the prestigious Barron’s Top 1200 Financial Advisors list for 2024. The advisors recognized include Steven Schultz and Brad Howell in Arizona, Braydon Hamilton in San Diego, and Matt Megorden in Honolulu, who claimed the top spot as the #1 advisor in Hawaii.
Justin Frame, Pacific Desert Market Executive at UBS Wealth Management USA, expressed his excitement at the recognition of these advisors for their professionalism and dedication to providing exceptional client service. He commended their deep industry knowledge and passion for helping clients achieve their financial goals through personalized advice.
Matt Megorden, CFP®, CIMA®, Private Wealth Advisor in the UBS Honolulu office, secured the top spot in Hawaii for the fifth consecutive year. He has also been featured on the Forbes Best-in-State Wealth Advisors lists in 2023 and 2024, catering to high-net-worth entrepreneurs and technology sector executives.
Steven Schultz, ranked #3 in Arizona on the Barron’s list, has appeared on the Barron’s top 1200 list nine times. He was also named #1 in Arizona on the Forbes Best-in-State list for 2024 and recognized nationally as one of the top 250 advisors in the country on the Forbes America’s Top Wealth Advisors list for 2024.
Brad Howell, CLU®, ChFC®, CFP®, based in the Phoenix office, ranked #26 in Arizona on the Barron’s top 1200 list and has been featured on the Forbes Best-in-State Wealth Advisors list for the past five years. With over 22 years of experience, Brad provides personalized wealth management advice for individuals, families, and companies with over $2 million in investable assets.
Braydon Hamilton, CFP®, CIMA®, a Private Wealth Advisor in UBS’s La Jolla office, has been named to the Barron’s lists in both 2023 and 2024 and appeared five times on the Forbes Best-in-State Wealth Advisor list. With strengths in financial planning and equity portfolio analysis, Braydon helps clients build diversified portfolios customized to their financial plans.
The Barron’s 2024 Top 1200 Financial Advisors rankings are based on data from around 6,000 of the nation’s most productive advisors, considering factors such as assets under management, revenue, regulatory record, quality of practice, and philanthropic work.
For the full list and more information, visit: Barron’s Top Financial Advisors.
About UBS:
UBS is a leading global wealth manager and the top universal bank in Switzerland, offering diversified asset management solutions and investment banking capabilities. With $5.7 trillion of invested assets, UBS helps clients achieve their financial goals through personalized advice and products in over 50 markets worldwide.
For press inquiries, contact:
Beth Walsh
858-254-2845
beth@clearpointagency.com
Source: Business Wire
