FLORHAM PARK, N.J.--(BUSINESS WIRE)--UBS Wealth Management USA announced today that David Potischman, a Financial Advisor in the firm’s Florham Park, NJ office has been named to the Forbes/SHOOK list of Best-in-State Wealth Advisors list for 2022. “We’re proud to see David recognized as a Best-in-State Wealth Advisor for the second year in a row,” said John Geoghan, Market Head for Northern New Jersey, UBS Wealth Management USA. As a CERTIFIED FINANCIAL PLANNER™, David provides deep knowledge in key areas of client planning needs, including estate, insurance, investment, retirement and tax. This year’s Forbes/SHOOK Research Best-In-State Wealth Advisors list is comprised of more than 6,500 advisors, managing a collective $10 trillion in client assets. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings.

Source: Forbes May 31, 2022 17:38 UTC