23 UBS advisor teams in the South Atlantic Market named to the Forbes Best-in-State Wealth Management Teams list
23 UBS advisor teams in the South Atlantic Market named to the Forbes Best-in-State Wealth Management Teams list
WASHINGTON--(BUSINESS WIRE)--UBS today announced that 23 advisor teams in the firm’s South Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.
The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“These advisors are some of the best in the business and it is truly gratifying to see them recognized nationally on this prestigious list,” said Jake Shine, South Atlantic Market Executive at UBS.
Among those recognized, UBS advisor team Wickham Cash Partners ranked #1 in North Carolina – West on this year’s list.
The advisor teams in the South Atlantic Market named to the list are:
Wickham Cash Partners (Charlotte, NC): Mitchell Wickham, Greg Cash, Trevor Hoke, Ron Bryson, North Moore III.
Miller Wealth Management (Charlotte, NC): Michael Miller, Drew Miller
Rankin Wealth Management (Charlotte, NC): Rick Verdone, Ellen Rankin, Joe Zentner, Michael Gould
The Andover Group (Charlotte, NC): Kevin O. Moran, William B. Lovett III, Kyle M. Blumenstock, Lesley Ferguson, Jason Mayer
Gateway Wealth Management (Charlotte, NC): Andrew Kittelson, Candace Cline
Hatteras Wealth Management Group (Charlotte, NC): John Stanford, Jack Butler
The Fairview Group (Charlotte, NC): Juan Sandoval, Mac Mayer, Richard Callahan, Crockett Clark
The Cornerstone Group (Chapel Hill, NC): Timothy L. Rauwald, Jenn Hoselton, Mark D. Harbaugh Jr., Steve Reed, Mark Harbaugh Sr.
R³ Wealth Management (Greensboro, NC): Robert M. Green, Robert C. Ketner, R. Andrew Ketner, Antonio Otero
Raleigh PWM (Raleigh, NC): Mike Lappin, Bill Smith
The Parham, Arrowood, Bragdon Team (Greenville, SC): Bert Arrowood, Kenneth Parham, Will Bragdon
The Alpha Group (Greenville, SC): Michael S. Lee, Steve Armaly, Brian Blackburn, Jeffrey S. Allen
The Gabriele-Milionis Group (Greenville, SC): Michael J. Gabriele, Amy R. Milionis
The Summit Group (Winter Park, FL): Manish Mehta, Paul Higgins, Pranjal Mehta, Richard G. Berardo
The Boyle Anderson Group (Bethesda, MD): Skip Anderson, Elaine Flanigan, Ron Chesney, Charlie Anderson, John Young
The BoundaryRock Group (Bethesda, MD): Jamie Ingoe, Donald Chomas, Russell Rifkin, David Bowie, Jeff Schweighoffer
The Atlantic Capital Group (Bethesda, MD): Charles H. Cooper, Mary T. Stiles-Hendler, Mitchell R. Cooper
The Hando Adams Group (Bethesda, MD): Timothy J. Hando, Jason S. Adams
The Hutson Polcaro Group (Bethesda, MD): Jim Polcaro II, Michael Brick, Christopher Casey, Charley Hutson
Potomac Wealth Group (McLean, VA): Powell Hill, Arthur Chase
The Nordell-Rubio Group (McLean, VA): Andrea K. Nordell, Kenneth A. Rubio
Thompson, Singor & Cimmino (Norfolk, VA): Eric Thompson, Scott Singor, Marc Cimmino, Curtis Hanson
The Garnett Group (Richmond, VA): Scott Garnett
The third annual 2025 Forbes Best-in-State Wealth Management Teams list is comprised of over 5,300 teams that collectively manage over $7 trillion of assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
For the full list and further information, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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