BOSTON--(BUSINESS WIRE)--UBS Private Wealth Management announced today that Andrea Berardino Bevis, Senior Vice President—Wealth Management and a Private Wealth Advisor in the Firm’s New England Complex has been named to Forbes/SHOOK's 2020 List of Top Women Wealth Advisors.
Bevis joined UBS Private Wealth Management in 2015 as co-head of the firm's Seidman Bevis Group. As a Private Wealth Advisor, Bevis enjoys taking the time to understand a family's needs and goals so that together they can develop a comprehensive financial plan. Since 2003, through this holistic approach to wealth management, she has helped affluent families and entrepreneurs succeed financially by providing tailored advice, strategies, planning, and investment solutions.
"I'm incredibly proud of Andrea for receiving this recognition. She goes above and beyond for clients every day and her extensive background makes her well-versed in understanding the complex wealth advisory and planning challenges affluent investors face," said Max Bardeen, New England Complex Director at UBS Private Wealth Management.
Bevis earned her B.S. in Finance and dual M.B.A./M.S.F. from Boston College's Carroll School of Management. In the past, she has been recognized nationally as an industry leader by Forbes/SHOOK as both a Best-In-State Wealth Advisor and a Top Next-Generation Wealth Advisor.
The Forbes/SHOOK Top Women Wealth Advisors list is comprised of 1,000 women advisors. The list was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to measure factors such as: quality of practice, industry experience, compliance record, assets under management and revenue.
For the full list and further information visit: https://www.forbes.com/top-women-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.
© UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Forbes/SHOOK Top Women Wealth Advisors list is comprised of 1,000 women advisors. The list was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to measure factors such as: quality of practice, industry experience, compliance record, assets under management and revenue. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.