14 UBS Advisors in the Mid-Atlantic Market Named to the Barron’s Top 1200 Financial Advisors List

PHILADELPHIA--(BUSINESS WIRE)--UBS today announced that 14 advisors in the firm’s Mid-Atlantic Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025.

The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

“It is very gratifying to see so many of our advisors in our region named to this list. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this notable industry acknowledgement,” said Brendan Graham, Mid-Atlantic Market Executive at UBS.

The advisors named to the list are:

Mount Laurel, NJ:
Mark Fendrick
Christine McGinley

Philadelphia:
Brad Bernstein
Michael Greenly

Princeton, NJ:
L. Marc Shegoski

Washington, D.C.:
Robert Allred
Keith Apton
Nick Francia
Barry Haffner
Grantham Myers
William Finnerty
Jared Hendler
Gregory Marcus
Rod von Lipsey

The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

For the full list and further information, visit: https://www.barrons.com/advisor/report/top-financial-advisors/1000

Notes to Editors

About UBS

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