KNOXVILLE, Tenn.--(BUSINESS WIRE)--UBS Wealth Management USA announced today that Financial Advisor Daniel P. Green, based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Best-In-State Wealth Advisors list for 2023. “Daniel consistently goes above and beyond for his clients and exemplifies the qualities that we value in our financial advisors. In recognition of his professionalism and dedication to clients, Daniel has also been named to several advisor recognition lists in the past, including ranking #2 in the state of Tennessee on the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2022, and the Forbes America’s Top Next-Gen Wealth Advisors list (2020, 2021). The 2023 Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 7,000 Advisors across the country, collectively managing nearly $11 trillion in client assets. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events.
Source: Forbes May 15, 2023 17:29 UTC