CLEVELAND--(BUSINESS WIRE)--UBS Global Wealth Management announced today that Caryl-Lyn Mazullo, Financial Advisors and Senior Vice President—Wealth Management in the firm's Akron office, has been named to Forbes/SHOOK's 2020 list of Top Women Wealth Advisors.
Caryl-Lyn is a Chartered Retirement Planning Counselor (CRPC ®) with over 25 years of experience in Wealth Management. She is the founding member of Mazullo Wealth Management. In addition to being named as a Top Women Wealth Advisor, Caryl-Lyn has also been recognized by Forbes as a Best-in-State Wealth Advisor and Top Wealth Advisor Mom for the last two years.
"Caryl-Lyn has a tireless focus on using her vast experience to address client needs and help them to attain their goals. This recognition is well deserved and we're proud that Forbes has included her among some of the best advisors in the industry," said Ryan Giacomarro, Northern Ohio Market Head and Managing Director at UBS.
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.