INDIANAPOLIS--(BUSINESS WIRE)--UBS announced today that six Financial Advisors in the Ohio Indy market have been named to Forbes Magazine’s list of 2018 Top Next-Generation Wealth Advisors. The list includes 1,000 talented advisors born in 1980 or later who represent the future of the wealth management industry.
The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like industry experience, compliance records, revenue produced, assets under management and in-person interviews.
Daniel Chillemi, Indianapolis, has worked in the financial industry for 14 years, including nine with UBS. “Serving our clients in the most transparent, high touch and personalized way is the most important pillar in our practice,” Chillemi said. “Our knowledge of behavioral finance also helps our clients manage the emotional side of investing, which we believe to be the single most important driver of investment and financial planning success.”
Blair Cornell, Miamisburg, Ohio, has spent 14 years in the financial industry, all with UBS. “I specialize in custom financial planning, partnering with special needs families, business owners and high net worth individuals,” Cornell said.
Geoff Merl, Miamisburg, Ohio, has been with UBS for 15 years. “I am committed to relationships that are relevant to my clients’ lives and focused on their financial success,” Merl said.
Joe Panfil, New Albany, Ohio, has worked in the financial industry for 13 years, including 10 with UBS. “My goal is to serve as Ohio’s premier financial advisor for corporate executives and professionals,” Panfil said. “I provide clients with financial planning, investment management and proactive service to help them through many of life’s milestones.”
Ed Snyder, Dublin, Ohio, has been with UBS for 16 years. “I believe that wealth management is about more than just helping clients manage their money. It’s about helping them uncover what’s most important in their lives, prioritizing competing goals, offering guidance and creating the plan that leads to the life and legacy they’ve always imagined,” Snyder said.
Stockton Schultz, Mishawaka, Indiana, has spent seven years in the financial industry, including five with UBS. “I help provide masterful solutions and systems to help families grow, preserve and pass down their wealth, maxims and values,” Schultz said. “I pride myself on the long-standing and trusting relationships I’ve formed with my clients and want to be passionately involved at each critical juncture.”
“I am pleased that Forbes Magazine recognized these six advisors as leading next-generation wealth advisors,” said Jon Ramey, Market Head of UBS’s Ohio Indy market. “To be named to this list recognizes their exceptional dedication, accomplishments and expertise in meeting client expectations.”
For the full list of Top Next-Generation Wealth Advisors, click here.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
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