Nine UBS Advisors in the South Atlantic Wealth Management Market Named to the Barron’s Top 1200 Financial Advisors List

UBS has announced that nine financial advisors from its South Atlantic Wealth Management Market have been recognized in Barron's Top 1200 Financial Advisors list for 2025.

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03/19/2025 - 08:00 AM EDT

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

The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

“This national recognition is a testament to the hard work and dedication that each of these advisors embody on a daily basis. We congratulate them for this significant industry achievement,” said Jake Shine, South Atlantic Market Executive at UBS.

Among those recognized, UBS advisors Greg Cash and Mitchell Wickham of Wickham Cash Partners ranked No. 1 and No. 2, respectively, in North Carolina.

The advisors named to the list are:

Charlotte, NC:
Greg Cash
Mitchell Wickham
Kevin Moran
Juan Sandoval

Greenville, SC:
Bert Arrowood
W. Clark Gallivan

Raleigh, NC:
Michael Lappin
Bill Smith

Richmond, VA:
Scott Garnett

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