10 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list - News Summed Up

10 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list


TAMPA, Fla., Jan. 31, 2023 /PRNewswire/ -- UBS Wealth Management USA announced today that 10 financial advisor teams in the north, central and southwest Florida markets have been named to the inaugural Forbes Best-In-State Wealth Management Teams list for 2023. The UBS wealth management teams named to the list in north, central, and southwest Florida include:ClearwaterThe Petika Wealth Management Group: John Petika, John Petika, Jr., CEPA®, and James Petika. SageView Partners: Samantha Parker-Hopkins, CIMA®, CFP®, CEPA®, CRPS®; and Jeffrey L. Hogue, CFP®, CEPA®. The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list for 2023 is composed of more than 2,800 teams that collectively manage approximately $4 trillion in client assets. About UBS Global Wealth ManagementAs the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world.


Source: Forbes January 31, 2023 18:23 UTC



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