Six UBS Advisors in the Southeast Region Named to the Forbes America’s Top Next-Gen Wealth Advisors List

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08/26/2025 - 08:00 AM

PHILADELPHIA--(BUSINESS WIRE)-- UBS today announced that six advisors in the firm’s Southeast Wealth Management Region have been named to the 2025 Forbes America’s Top Next-Gen Wealth Advisors list.

The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.

“These advisors represent the future of our firm and it is extremely gratifying to see them recognized on a national level,” said Julie Fox, Regional Director, Southeast at UBS. “The needs of our clients are becoming more complex, particularly for families looking for advice on how to manage wealth across different generations, and these advisors could not be better equipped to serve our clients and their families. On behalf of myself and the UBS leadership team, we applaud our colleagues for this industry recognition.”

The advisors named to the list are:

Hallandale Beach, FL:
Worth Boyce

Palm Beach Gardens, FL:
James “Trey” Mahoney

Washington, D.C.:
Nick Francia (Nick was also ranked #1 in District of Columbia on the 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State list)
Kayvon Sarmadi

Atlanta:
W. Austin Dodd
Daniel Emerson

The Forbes/SHOOK America’s Top Next-Gen Advisors list is comprised of 100 professionals who collectively manage about $256 billion of assets. They have at least four years of experience as a financial advisor and were born in 1986 or later. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue.

For the full list and further information, visit: https://www.forbes.com/lists/top-next-gen-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 6.1 trillion dollars of invested assets as per fourth quarter 2024. 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

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