13 UBS Advisors in the South Wealth Management Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List

ATLANTA--(BUSINESS WIRE)--UBS today announced that 13 advisors in the firm’s South Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.

The South Wealth Management Market is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

“We congratulate each of our advisors and are extremely pleased to see them acknowledged nationally for their unique talent and capabilities. We look forward to continuing to provide our advisors with the resources and platform they need to better serve clients,” said Greg Achten, South Market Executive at UBS.

The advisors named to the list are:

Atlanta, GA:
Kristi Thelen
Laura Wellon

Chattanooga, TN:
Carla Donina

Lafayette, LA:
Shawna Prejean

Memphis, TN:
Brenda Vanderslice
Keri Gage
Jordan Edmundson

Nashville, TN:
Jana Lisle Parham
Lechelle Moore
Mimi Wallace

New Orleans, LA:
Diana Stieffel

North Atlanta, GA:
Amanda Levi
Angela Calvin

The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage $3.6 trillion in 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/best-in-state-women-advisors/

Notes to Editors

About UBS
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