11 UBS Advisors in the Mid-Atlantic Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List

PHILADELPHIA--(BUSINESS WIRE)-- UBS today announced that 11 advisors in the firm’s Mid-Atlantic Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.

The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

“We are extremely proud to see so many of our advisors recognized nationally for their hard work and dedication to serving clients. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this prestigious industry acknowledgement,” said Brendan Graham, Mid-Atlantic Market Executive at UBS.

Among those recognized, UBS advisor Christine McGinley was also named to the 2025 Forbes America’s Top Women Wealth Advisors list, and ranked #1 in South New Jersey.

The advisors named to the list are:

Baltimore, MD:
Alexandra Jamieson

Hunt Valley, MD:
Michele Burch-Lippincott

Montchanin, DE:
Ginger Ward
Caroline M. Chahalis

Mt. Laurel, NJ:
Christine McGinley
Lynn Fryckberg
Suzanne Schwester Sloan

Newtown, PA:
Karen Robbins

Washington, D.C.:
Holidae Hayes
Karen Ben-Shlaush
Kristina Bakis

The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage $3.6 trillion in assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

For the full list and further information, visit: https://www.forbes.com/lists/best-in-state-women-advisors/

Notes to Editors

About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. 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. Past performance is not an indication of future results. For press use only.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250307942104/en/

Media Contact:

Scott Gamm

Strategy Voice Associates

scott@strategyvoiceassociates.com

Source: UBS Financial Services Inc.