UBS Advisor Team Highbridge Wealth Management Named to the Forbes Best-In-State Wealth Management Teams List - News Summed Up

UBS Advisor Team Highbridge Wealth Management Named to the Forbes Best-In-State Wealth Management Teams List


DALLAS, January 24, 2023--(BUSINESS WIRE)--UBS Wealth Management USA announced today that Highbridge Wealth Management, an advisor team in the firm’s Plano, Texas office has been named to the Forbes Best-In-State Wealth Management Teams list for 2023. View the full release here: https://www.businesswire.com/news/home/20230124005476/en/(Photo: Business Wire)"This recognition underscores the team’s commitment to providing clients with a personalized, best-in-class wealth management experience," said Tommy Stacy, Texas Market Executive at UBS Wealth Management USA. "The Highbridge Wealth Management team is dedicated to client advocacy and a disciplined investment approach, and I’m proud to see them receive this prestigious award." Founded with a focus on individual wealth management, Highbridge Wealth Management has grown into a multi-generational team and includes Financial Advisors Mark Kever, Shawn Nicholas, Mark Hagan, Megan Portacci and Byron Brooks. The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 2,800 teams with cumulative assets of roughly $4 trillion.


Source: Forbes January 24, 2023 16:40 UTC



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