-

Three UBS Greater New England Advisors Named to 2020 Forbes/SHOOK List of Top Women Wealth Advisors

Recognition of an exceptional career in Financial Services

BOSTON--(BUSINESS WIRE)--UBS Financial Services Inc. announced yesterday that three Financial Advisors in the Firm's Greater New England Market have been named to Forbes/SHOOK list of Top Women Wealth Advisors, listed on www.Forbes.com.

Jessica Guo, Managing Director – Wealth Management for The Guo Group.

Camille Valentine, Senior Vice President – Wealth Management for The Little McLeod Valentine Wealth Management Group

Sandra Manzella, Senior Vice President – Wealth Management for Pinnacle Financial Group

The Forbes ranking of Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practice and approach to working with clients.

"Jessica, Camille and Sandy all add tremendous value to our industry, our community and each client they serve." commented James Ducey, Greater New England Market Head at UBS Financial Services Inc. "This recognition is well deserved and is a testament to each advisor's dedication to the needs of their clients."

Source: Forbes.com

For the full list and more visit: https://www.forbes.com/top-women-advisors/#24ddd1d651f4

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.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's 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.

Headquartered in Zurich, Switzerland, UBS has offices over 50 regions and locations, including all major financial centers, and employs approximately 67,000 people. UBS Group AG is the holding company of the UBS Group. Under Swiss company law, UBS Group AG is organized as an Aktiengesellschaft, a corporation that has issued shares of common stock to investors.

© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

Contacts

Kearney Dewing
857-302-3647

www.ubs.com

UBS Financial Services Inc.

NYSE:UBS

Release Versions

Contacts

Kearney Dewing
857-302-3647

www.ubs.com

More News From UBS Financial Services Inc.

UBS Advisor Roger Vierra Named to the 2022 PLANADVISER Top Retirement Plan Advisers List

BOSTON--(BUSINESS WIRE)--UBS announced today that Roger Vierra has been named to the 2022 PLANADVISER Top Retirement Plan Advisers list....

Four UBS advisors in the Greater New England Wealth Management Market named to Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State list

BOSTON--(BUSINESS WIRE)--UBS Wealth Management USA announced that 4 Financial Advisors were named to the 2022 Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State list....

Two Financial Advisors join UBS in Portland, Maine

PORTLAND, Maine--(BUSINESS WIRE)--UBS Wealth Management USA today announced that Financial Advisors, Micah Roberge and Shaun Hawkins, have joined the firm in Portland, Maine. The team, The Roberge Hawkins Group, manages $400 million in client assets. Also joining the firm is Senior Registered Client Service Associate Deborah Erickson. “We continue to focus on recruiting and retaining the most client-focused and productive Financial Advisors in the industry,” said Jad Dieterle, Northern New Engl...
Back to Newsroom