UBS Group AG - $UBS STOCK NEWS

Stockton Schultz, a financial advisor at UBS Wealth Management USA in Phoenix, has been named to the Financial Planning Top 40 Brokers Under 40 list for 2024 and earned the Athletes and Entertainers Consultant designation at UBS. With over 15 years of experience, Stockton Schultz provides tailored wealth management strategies to high-net-worth families, athletes, and entertainers. The Top 40 Brokers Under 40 generate $207 million in annual revenue and oversee $53 billion in client assets.

Three UBS Financial Advisors in Arizona, Susan Bailey, Jennifer Loson Luckovich, and Jennifer Pope, have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2024. The advisors excel in providing personalized wealth management services and advice to both women and men. Susan Bailey is the lead financial advisor of Bailey Wealth Management at UBS, focusing on income planning, insurance protection, and generational wealth transfer. Jennifer Loson Luckovich is a Certified Financial Planner helping women navigate financial changes. Jennifer Pope has over 20 years of experience and is recognized for her community involvement. The Forbes/SHOOK Top Women Wealth Advisors Best-In-State list features 1,991 women managing assets totaling over $2.8 trillion.

UBS's Drew Freides and Michael Kanigher have been named to the Forbes America's Top Wealth Advisors and Best-in-State Wealth Advisors lists for 2024. They manage over $8 billion in client assets, providing comprehensive wealth management solutions to ultra-high net worth individuals and families.

UBS Wealth Management USA has hired Christopher Toregas as a Managing Director and Senior Portfolio Manager in Los Angeles. Toregas brings over 13 years of wealth management experience and specializes in helping families with pre-liquidity planning. His team focuses on corporate executives, entrepreneurs, and individuals in the entertainment industry, with a strong presence in New York and Southern California.

UBS announced that James Herring and John Gaffney are joining UBS Private Wealth Management in New York City, bringing vast industry experience to the firm. James comes from Goldman Sachs with over 35 years of experience, while John focuses on holistic wealth management solutions. They will enhance UBS's client offerings in the ultra-high net worth market, with a focus on personalized solutions and client success.

UBS Wealth Management USA celebrates 43 Financial Advisors in the Pacific Northwest Market making it to the Forbes Best-In-State Wealth Advisors list for 2024. The advisors from Alaska, Montana, Oregon, and Washington have been recognized for their outstanding dedication and success in serving clients, families, and communities.

UBS announces that 13 advisors in the Philadelphia D.C. wealth management market have been named to the Barron's Top 1200 Financial Advisors list for 2024, showcasing their commitment to providing top-notch financial services.

UBS Private Wealth Management welcomes Regina Bronson and Alex Gitomer as Managing Directors and Private Wealth Advisors in New York City, along with Senior Wealth Strategy Associates Christina Brown and Hilary Stock. The team brings decades of experience in advising ultra-high-net-worth clients and will be based at the 1285 Avenue of the Americas office. Regina and Alex have a strong commitment to personalized service and tailored advice, leveraging UBS's resources to provide customized strategies for clients.

UBS Private Wealth Management's Jason E. Stephens, CFP®, has been named to Barron's Top 1200 Financial Advisors list for 2024, ranking No. 25 in Florida. Stephens, with The Stephens Group, provides comprehensive wealth management solutions to clients, earning industry accolades for 11 consecutive years.