UBS Advisor Team The Schultz Group Named to Forbes America’s Top Wealth Management Teams
20 Diciembre 2024 - 11:08AM
Business Wire
UBS Wealth Management USA announced today that The Schultz
Group, including Steven L. Schultz, Stockton M. Schultz, and Justin
M. Low, has been named to the Forbes/SHOOK America’s Top Wealth
Management Teams, High Net Worth list for 2024. This is the second
year in a row that the Phoenix-based team has been named to the
list. Additionally, in 2023, the team ranked #1 in Arizona on the
Forbes Best-in-State Wealth Management Teams list.
“The Schultz Group is one of the most successful advisor teams
in the U.S. and continues to grow by providing intelligent
financial guidance to high-net-worth families,” says Justin Frame,
Managing Director and Market Executive for the UBS Pacific Desert
Market. “This team holds deep industry knowledge and a passion for
helping clients achieve what matters most to them, through tailored
financial advice. On behalf of our entire team, I extend our
heartfelt congratulations to them.”
The third annual Forbes/SHOOK Top Wealth Management Teams, High
Net Worth list has identified a total of 100 teams that,
cumulatively, manage assets of more than $490 billion. Teams in the
high-net-worth category typically focus on households with accounts
under $10 million.
Led by Steven Schultz, a financial advisor since 1981 and a
Portfolio Manager since 2000, the team is committed to delivering
professional investment management and building personalized
relationships with their clients. Steve focuses on helping clients
with education funding and structures for charitable giving. He is
FINRA-registered and holds his Series 7 and 63 securities licenses
as well as licenses for life insurance and annuities. Steve has
been recognized by several publications for his expertise,
including Barron's Top 1,200 Financial Advisors (2015-2020,
2022-2024); Forbes America's Top Wealth Advisors (2020- 2024); and
Forbes Best-in-State Wealth Advisors (2018-2024).
Stockton Schultz, Steven’s son, has more than 15 years of wealth
management experience, during which he has advised clients through
complex market cycles and pivotal life stages. He employs a
comprehensive approach that begins with listening to a client's
unique needs to help ground every strategy in an understanding of
what they want to achieve. Stockton also holds the UBS Athletes and
Entertainers Consultant (“AEC”) designation. Advisors with this
designation meet specific requirements and participate in an
extensive training program, which covers complex needs unique to
this client segment, such as atypical income streams and special
financing circumstances. Stockton has been recognized by Forbes as
a leading next-gen advisor eight times. He also has been named to
several other industry accolade lists over the years, including the
Financial Planning 40 Under 40 Broker list (2024), the Forbes
Best-in-State Wealth Advisors list (2021-2024), and the Barron’s
Top 1,200 Financial Advisors list (2021).
Financial Advisor Justin Low joined The Schultz Group at UBS in
2020 and has been devoted to providing exceptional value to clients
since 2008. His approach of deeply understanding clients’ financial
lives allows him to craft individualized financial solutions that
are both thoughtful and creative. A tremendous strength of Justin’s
is his ability to listen, understand complicated financial
concepts, and interpret them to his clients in a way that makes
sense. Justin considers his life’s work to be improving the
financial lives of others in any way that he can. Justin was
included in Forbes Best-in-State Wealth Advisors lists (2022-2024)
and Forbes Best-In-State Next-Gen Wealth Advisors lists
(2022-2023).
The Schultz Group also includes Team Administrator Merica
Chmait; Senior Wealth Strategy Associates Elaine Biewald, Kristine
Forster, Nathan Laidig, and Elias Weber; Client Associates Mia
McConnell and Samuel Laidig; and Wealth Strategy Associate Lovella
McKim.
For more information and to view the full Forbes list, please
visit:
https://www.forbes.com/lists/top-wealth-management-teams-high-net-worth/
Notes to Editors: Photos available upon request
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 5.5 trillion
dollars of invested assets as per second 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).
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. nor 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.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20241220614078/en/
Media Contact: Beth Walsh 858-254-2845
beth@clearpointagency.com
https://www.ubs.com
UBS (NYSE:UBS)
Gráfica de Acción Histórica
De Nov 2024 a Dic 2024
UBS (NYSE:UBS)
Gráfica de Acción Histórica
De Dic 2023 a Dic 2024