Published Feb 08, 2024 04:50UBS +0.11% Add to/Remove from a PortfolioPITTSBURGH--(BUSINESS WIRE)--UBS Wealth Management USA today announced that Rimmel Mehaffey Pessy Wealth Consulting Group, an advisor team in the firm's Pittsburgh, PA office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2024. Jim has received numerous industry accolades throughout his career, including being named to the Barron's Top 1,200 Financial Advisors list (2009-2023), the Forbes America's Top Wealth Advisors list (2022-2023), and the Forbes Best-in-State Wealth Advisors list (2018-2023), among others. Dan Pessy began his career at UBS in December 1999, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000. He has received several other industry accolades over the years, including being named to the Forbes Best-in-State Wealth Advisors list (2019-2023). The Forbes/SHOOK Best-In-State Wealth Management Teams list for 2024 is composed of more than 4,100 teams that collectively manage approximately $5.1 trillion in client assets.

Source: Forbes February 08, 2024 12:12 UTC