PHOENIX--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that seven of the firm’s financial advisor teams in Arizona have been named to the Forbes Best-In-State Wealth Management Teams list for 2024. TucsonM&A Wealth Management, #47, includes Financial Advisors Jonathan Mitchell and Nicolas Abdy, who partner with their clients to help them grow, preserve and pass on their wealth. ScottsdalePope and Watson Wealth Management, #71, includes Financial Advisors Jennifer Pope and Scott Watson. Jennifer has been recognized twice to the Forbes Top Women Wealth Advisors list (2020, 2023) and Scott has been named to the Forbes Top Next-Gen Advisors list (2019). The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion.

Source: Forbes February 06, 2024 15:08 UTC