43 UBS Financial Advisors in the Pacific Northwest Market Named to Forbes Best-In-State Wealth Advisors list

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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.

SEATTLE--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that 43 Financial Advisors from the firm’s Pacific Northwest Market, which spans across the four states of Alaska, Montana, Oregon and Washington, have been named to the Forbes Best-In-State Wealth Advisors list for 2024.

“We are extremely proud to see so many of our talented financial advisors across the Pacific Northwest Market recognized on this prestigious list,” said Ryan Rozniakowski, Market Executive of the Pacific Northwest at UBS Wealth Management USA. “These amazing professionals have achieved an incredible level of success through dedication, focus and commitment to not only their clients, but their families and communities as well.”

The UBS Financial Advisors in the Pacific Northwest Market named to the list are:

Anchorage, AK		Portland, OR		Everett, WA
Chad Adams		Scot Berryman		Derek Glynn
Tammy Head		Cam Cheek		Thomas Little
Levi Robinson		Sean Gabrio		Jason Therrell
		Victor Lam
Billings, MT		Ed Lang		Seattle, WA
William Royer		Jon Levine		Joe Covey
Todd Vralsted		Jim Mead		Mike Doney
		Tom Savinar		Sarah Fitch
Bend, OR				Shawn Macfarlan
Nathan Harrell		Bellevue, WA		Bradley Pratt
		Paul Adams		Mark Russo
Lake Oswego, OR		Bijan Behboodi		Colin Simon
Aaron Kohn		Kyle Kuykendall		Scott Ventoza
Ali Panahpour		Subeer Manhas		Adam Walters
Todd Schroeder		Blythe Manson		Kevin Young
		Michael Matthews
		Duncan McAllister		Spokane, WA
		Tyler Neal		Brad Desormeau
		Stacy Oster		Mike Mumford
		Adam Skagen		Stefanie Page

The 2024 Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.

For the full list and further information please visit: https://www.forbes.com/lists/best-in-state-wealth-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 5.5 trillion dollars of invested assets as per second 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 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. 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/20240419442609/en/

Media:

Christina Aquilina

Christina.aquilina@ubs.com

Source: UBS

FAQ

How many Financial Advisors from the Pacific Northwest Market were named to the Forbes Best-In-State Wealth Advisors list for 2024?

43 Financial Advisors from UBS Wealth Management USA's Pacific Northwest Market were named to the Forbes Best-In-State Wealth Advisors list for 2024.

What states are included in the Pacific Northwest Market for UBS Wealth Management USA?

The Pacific Northwest Market for UBS Wealth Management USA includes Alaska, Montana, Oregon, and Washington.

Who is the Market Executive of the Pacific Northwest at UBS Wealth Management USA?

Ryan Rozniakowski is the Market Executive of the Pacific Northwest at UBS Wealth Management USA.

What criteria does the Forbes ranking of Best-In-State Wealth Advisors for 2024 by SHOOK Research consider?

The Forbes ranking of Best-In-State Wealth Advisors for 2024 by SHOOK Research considers qualitative criteria learned through interviews, revenue trends, assets under management, service models, compliance records, and industry experience.

Where can I find the full list of the Forbes Best-In-State Wealth Advisors for 2024?

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