14 UBS Advisors in the Mid-Atlantic Market Named to the Barron’s Top 1200 Financial Advisors List

UBS announced that 14 financial advisors from its Mid-Atlantic Wealth Management Market have been recognized on Barron's Top 1200 Financial Advisors list for 2025.

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03/19/2025 - 08:30 AM EDT

PHILADELPHIA--(BUSINESS WIRE)-- UBS today announced that 14 advisors in the firm’s Mid-Atlantic Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025.

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.

“It is very gratifying to see so many of our advisors in our region named to this list. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this notable industry acknowledgement,” said Brendan Graham, Mid-Atlantic Market Executive at UBS.

The advisors named to the list are:

Mount Laurel, NJ:
Mark Fendrick
Christine McGinley

Philadelphia:
Brad Bernstein
Michael Greenly

Princeton, NJ:
L. Marc Shegoski

Washington, D.C.:
Robert Allred
Keith Apton
Nick Francia
Barry Haffner
Grantham Myers
William Finnerty
Jared Hendler
Gregory Marcus
Rod von Lipsey

The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

For the full list and further information, visit: https://www.barrons.com/advisor/report/top-financial-advisors/1000

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