-

Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research

PHILADELPHIA--(BUSINESS WIRE)--UBS today announced that four financial advisor teams in the firm’s Southeast region have been ranked #1 in their respective cities on the Forbes Best-in-State Wealth Management Teams list of 2026.

The Southeast Region is led by Regional Director Julie Fox.

“These advisors are some of the best in the business. On behalf of myself and the UBS leadership team, we congratulate each of them on this impressive industry acknowledgement,” Fox said. “We look forward to continuing to support our advisors and helping them leverage our state-of-the-art wealth management platform to better serve clients.”

The advisor teams ranked #1 are:

The Murray Group (Hunt Valley, MD): Jason Lowy, Nick Barbieri, Brian Doak, Palmer Murray, Michele Lippincott

OakRing Wealth Partners (Birmingham, AL): David Saltzman, Kevin Haynes, Kevin Townsend King, Lee Friedman, Daniel Dean

Capitol Wealth Management (Jackson, MS): Will Mosby, Harmon Bays, Russell Morrison, Rush Mosby

The Andover Group (Charlotte, NC): Kevin O. Moran, William B. Lovett III, Kyle Blumenstock, Jason Mayer

The fourth annual 2026 Forbes Best-in-State Wealth Management Teams list is comprised of over 6,100 teams that collectively manage $8.3 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 6.1 trillion dollars of invested assets as per fourth quarter 2024. 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).

https://www.ubs.com

© UBS 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.

Contacts

Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com

Industry:

UBS

NYSE:UBS
Release Versions
English

Contacts

Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com

More News From UBS

UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets

NEW YORK--(BUSINESS WIRE)--UBS Wealth Management today announced the recent hiring of several financial advisors and teams in its Southeast Region who collectively manage more than $2 billion in assets. The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale. The firm’s Southeast Region is led by Regional Director Julie Fox. “These advisors have been building relationships in their communities for years and this combination of talent...

UBS Hires Financial Advisor Adam Conish in Philadelphia

PHILADELPHIA--(BUSINESS WIRE)--UBS Wealth Management today announced that Financial Advisor Adam Conish has joined the firm in Philadelphia. He manages approximately $1.2 billion in assets. Conish joins the UBS Mid-Atlantic Market, which is led by Market Executive Brendan Graham and is part of the firm’s Southeast Region, led by Regional Director Julie Fox. Conish reports to Patricia Cashin, Senior Market Director for the Greater Philadelphia area. “We are delighted to welcome Adam to UBS,” sai...

UBS Announces Leadership Appointments in the Southeast US Region

NEW YORK--(BUSINESS WIRE)--UBS Wealth Management USA today announced two leadership appointments in its Southeast Wealth Management Region. The Southeast Region, which has seen an influx of wealth in recent years, encompasses some of the nation’s fastest growing wealth centers, including Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Atlanta, Miami, Palm Beach, Naples and Tampa, among others. John Houlihan has been named Market Executive for the South Market. He is responsibl...
Back to Newsroom