NAPLES, Fla.--(BUSINESS WIRE)--Jason E. Stephens, CFP ®, Managing Director and founder of The Stephens Group at UBS Private Wealth Management, has been named one of America’s Top Wealth Advisors by Forbes in conjunction with SHOOK Research. With over 100,000 investment advisors in the U.S., SHOOK Research vetted and ranked top advisors using numerous criteria including personal interviews, industry experience, compliance record, client retention along with additional algorithms of qualitative criteria. This was Stephens third year receiving this prestigious recognition and one of many awards in his career including Barron's Top 1,200 Advisors in America for the past seven years, Financial Times top 400 Advisors in America 2016, and Top 40 under 40 Advisors in America 2015.
“We are very proud of Jason for receiving this distinction. The methodology used to evaluate advisors is rigorous and thorough, and Jason’s being named speaks to his solid record in serving clients’ needs with the highest level of integrity and focus,” stated Karl Ruppert, Managing Director, UBS Florida Private Wealth Management Market Head.
Stephens is dedicated to serving the specialized needs of affluent families to ensure the highest level of attention and responsiveness. By working with a group of highly trained consultants and specialists local to Southwest Florida and worldwide, he delivers customized solutions that address the full spectrum of wealth management needs. These needs extend beyond investment management to include liability management, trust and estate planning, tax management and philanthropic strategies. Stephens has earned the designation of Private Wealth Advisor, a distinction bestowed on less than one percent of UBS advisors across the globe. He frequently speaks on topics such as tax planning strategies, investing for income and other concerns for today’s active retiree.
"My sole mission for the past 20 years has been to help clients grow, preserve, and enjoy the wealth they have worked so hard to build. I’m very proud of the partnerships that have been developed and recognize the trust they place in me,” said Jason Stephens.
Stephens also gives back to the community of Southwest Florida through his many charitable endeavors. Most recently he hosted four active duty military at the annual Take A Soldier Fishing event. The three-day event, which included over 150 active U.S. armed forces, honors the service and sacrifice these ones make on behalf of the nation. In addition, he serves as Vice President and Trustee of SWFL Children’s Charities, Inc., a nonprofit dedicated to saving children’s lives by supporting the region’s growing pediatric health care system. It has helped to transform the local community by raising over $27 million for the children of Southwest Florida since its inception 12 years ago.
"Jason and his team have done extraordinary work in Southwest Florida, not only in serving our clients with best practices but by caring for the well-being of the community,” said Ruppert.
For the full list and further information visit: https://www.forbes.com/top-wealth-advisors/
Notes to Editors
About UBS 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.
Accolades are independently determined and awarded by their respective publications. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Accolades can be based on a variety of criteria, including length of service, compliance records, client satisfaction, assets under management, revenue, type of clientele and more. For more information on a particular rating, please visit ubs.com/us/en/designation-disclosures
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