Three UBS advisors in Florida named to Forbes/SHOOK Top 250 Wealth Advisors list - News Summed Up

Three UBS advisors in Florida named to Forbes/SHOOK Top 250 Wealth Advisors list


TAMPA, Fla., May 25, 2023 /PRNewswire/ -- UBS Private Wealth Management announced today that Christopher Aitken, Joseph Matina and Jason Stephens, three of the firm's Florida-based financial advisors, have been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2023. The UBS advisors in the Florida Private Wealth Management market named to the list are as follows:Ponte Vedra BeachChristopher "Chris" Aitken, CIMA®, has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for the sixth time. NaplesJoseph Matina has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for seven consecutive years. Jason Stephens, CFP®, has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for seven consecutive years. "We are proud and honored that these leading private wealth advisors once again have been named to this prestigious Forbes list," said Gregory Kadet, Managing Director, Florida Market, UBS Wealth Management USA.


Source: Forbes May 25, 2023 18:04 UTC



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