UBS Advisor Teams in Florida Named to Barron’s Top 250 Private Wealth Teams List

JACKSONVILLE, Fla.--(BUSINESS WIRE)-- UBS today announced that two financial advisor teams in the firm’s Florida Wealth Management Market, BV Group and Constellation Wealth Management, have been named to the Barron’s Top 250 Private Wealth Management Teams list for 2025. BV Group is based in Boca Raton and Constellation Wealth Management is based in Hallandale Beach.

The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

"We are incredibly proud to see these advisor teams recognized among the top in the nation," said Lane Strumlauf, Florida Market Executive at UBS. "This achievement underscores their unwavering commitment to excellence and dedication to our clients' financial success. Congratulations to BV Group and Constellation Wealth Management for this well-deserved honor."

BV Group is a private wealth management advisor team that serves a select group of business owners, professional athletes, institutions and multigenerational families. The team is led by Private Wealth Advisors Michael Bober, Ed Ventrice and Alex Santos.

Constellation Wealth Management has over 40 years of experience advising entrepreneurs and business owners about growing their business, planning for a sale or succession, maximizing their liquidity event and living well after a transition. The team is led by advisors Nick Sadowsky and Worth Boyce.

The Barron’s Top 250 list is composed of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.

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

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. 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).

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Media:

Christina Aquilina

christina.aquilina@ubs.com

Source: UBS