UBS Wealth Management USA announced today that five advisor teams in the firm’s South Texas Market have been named to the Forbes Best In State Top Wealth Management Teams list for 2023. “We are extremely proud to have five teams recognized on this prestigious list,” said Craig Vandegrift, Managing Director and South Texas Market Director at UBS Wealth Management USA. "These advisors have achieved a remarkable level of success through their dedication, focus, and commitment to their clients.”The UBS teams in South Texas named to the list are:Persia Saba Klein Wealth Management Group Beaumont, TX Aigner Perry Financial Group Houston, TX (HU-River Oaks) Uptown Wealth Advisors Houston, TX (HU-River Oaks) Brown & Bishop Group Houston, TX (UG - Galleria) MainStreet Wealth Management Group Houston, TX (UG - Galleria)The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 2,800 teams with cumulative assets of roughly $4 trillion. UBS Group AG employs more than 72,000 people around the world. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings.
Source: Forbes January 24, 2023 14:22 UTC