Four UBS Financial Advisors in Pacific Desert Market Named to Barron’s Top 1200 Financial Advisors List
24 7월 2024 - 5:01AM
Business Wire
UBS announced today that four financial advisors in the firm’s
Pacific Desert Market, which includes part of Southern California
as well as Arizona and Hawaii, have been named to the Barron’s Top
1200 Financial Advisors list for 2024. The advisors named to the
list include Steven Schultz and Brad Howell in Arizona, Braydon
Hamilton in San Diego, and Matt Megorden in Honolulu, who was
ranked the top advisor (#1) in Hawaii.
“It is exciting to see these advisors again recognized for their
professionalism and commitment to providing unparalleled client
service,” said Justin Frame, Pacific Desert Market Executive at UBS
Wealth Management USA. “They exhibit deep industry knowledge and a
passion for helping clients achieve what matters most to them
through tailored financial advice. On behalf of our entire team, I
extend heartfelt congratulations to each of them.”
Matt Megorden, CFP®, CIMA®, Private Wealth Advisor in the UBS
Honolulu office, is ranked #1 in Hawaii; this is his fifth year in
a row being recognized on the Barron’s list. He also appeared on
the Forbes Best-in-State Wealth Advisors lists in 2023 and 2024.
Matt has built a successful business largely focused on
high-net-worth entrepreneurs, as well as executives in the
technology sector. He supports clients by organizing and managing
finance and investment-related matters – for now and the future.
Every family is different, and Matt leverages UBS’s resources to
meet his clients’ unique needs as their lives and families
evolve.
Steven Schultz, #3 on the Barron’s list for Arizona, is an
advisor in the firm’s Phoenix office and this is the ninth time he
has appeared on the Barron’s top 1200 list. He also ranked #1 in
Arizona on the Forbes Best-in-State list for 2024, and was
recognized nationally as one of the top 250 advisors in the country
on the Forbes America's Top Wealth Advisors list for 2024. Steve
has been a financial advisor since 1981 and a Portfolio Manager
since 2000, focused on helping clients with aspirations including
education funding and structures for charitable giving. He is
committed to delivering professional investment management and
building personal relationships with clients.
Brad Howell, CLU®, ChFC®, CFP®, also based in the Phoenix
office, ranked #26 in Arizona on the Barron’s top 1200 list.
Additionally, he has been recognized on the Forbes Best-in-State
Wealth Advisors list for the past five consecutive years
(2020-2024). With over 22 years of industry experience, Brad
provides financial services and highly personalized wealth
management advice, covering comprehensive financial planning for
individuals, families, and companies with over $2 million in
investable assets.
Braydon Hamilton, CFP®, CIMA®, is a Private Wealth Advisor in
UBS’s La Jolla office and has been named to the Barron’s lists in
both 2023 and 2024, in addition to appearing five times on the
Forbes Best-in-State Wealth Advisor list (2020-2024). As a
Certified Financial Planner and Certified Investment Management
Analyst, Braydon possesses strengths in the areas of financial
planning and equity portfolio analysis. His 20 years of experience,
along with his post-graduate work at the Wharton School of
Business, enable him to assess a wide range of investment options
to help clients build diversified portfolios customized to each
investor’s unique financial plan.
The Barron’s 2024 Top 1200 Financial Advisors rankings are based
on data provided by around 6,000 of the nation's most productive
advisors. The rankings are based on a variety of factors, including
assets under management, revenue produced for the firm, regulatory
record, quality of practice, and philanthropic work.
For the full list and further information, please visit:
https://www.barrons.com/advisor/report/top-financial-advisors/.
Notes to Editors: photos available upon request
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
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results. For press use only.
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Media Contact: Beth Walsh 858-254-2845
beth@clearpointagency.com
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